Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports

Nvidia plans to raise prices on AI-related systems, including those with Vera Rubin and Grace Blackwell chips, by over 15% starting early next year. The hikes are due to increased costs from memory chip suppliers like Samsung, SK Hynix, and Micron. Customers such as Microsoft, Google, and Oracle have been notified. Nvidia's earnings report is scheduled for next week, which is highly anticipated by investors.

Nvidia plans to raise prices for AI-related servers, including Vera Rubin and Grace Blackwell models, by over 15% for some customers, according to Bloomberg. The increases, varying by chip generation and memory, will apply to systems shipped next year. The company faces rising memory chip costs.

Nvidia (NVDA) is set to report Q2 fiscal 2027 earnings on Aug. 26, with analysts expecting $91B revenue (95% YOY growth) and $2.09 EPS (111% YOY growth). The company's strong position in AI infrastructure, high demand for its data-center segment, and attractive valuation (25.1x forward P/E) are highlighted as key factors. Nvidia's Blackwell platform and expansion into CPUs are noted as growth drivers. Analysts project robust earnings growth and maintain a 'Strong Buy' consensus, with an average

Microsoft (MSFT) reported $331B in annual revenue, with Azure crossing $100B. It has a $678B commercial backlog, driving a $590 price target (22% upside). NVDA trades at a higher P/E, while GOOGL is cheaper. MSFT's subscription revenue model is highlighted.

TSMC proposed a shared takeover of Intel's chip foundries with NVIDIA, Broadcom, and AMD, aiming for less than 50% ownership. Intel is divided on the deal, and TSMC seeks partners who are Intel's advanced-manufacturing customers. The companies face challenges due to differing processes and trade secrets. U.S. President Donald Trump encouraged TSMC to assist Intel, aiming to strengthen domestic production. Intel has struggled amid industry shifts, with TSMC investing $160 billion in U.S. data cen

Nvidia has partnered with Cloverleaf Infrastructure, a 2024-founded data center developer. Cloverleaf, which raised $300M in 2024, facilitates power and infrastructure for data centers. Nvidia's investment, reportedly several hundred million dollars, gives it a minority stake in Cloverleaf, according to Reuters.