Nvidia reportedly warns biggest customers of 15% price hikes on AI servers — memory costs continue to soar

Nvidia plans to raise prices for AI chip servers by over 15% due to rising memory costs, according to Bloomberg. The company is also investing $6 billion to license AI technology from startup Poolside, competing with firms like OpenAI and Anthropic. Anthropic faces pressure as customers opt for cheaper AI models ahead of its potential IPO.

NVIDIA is investing $7 billion in AI startup Poolside, including $6 billion for licensing and hiring engineers, and $1 billion at a $12 billion valuation. The deal aims to bolster NVIDIA's open-weight AI models and hedge against potential GPU demand declines. NVIDIA also plans to raise prices for its Grace Blackwell GPUs and Vera Rubin systems by 15-17 percent next year, increasing data center costs. According to Edgewater, NVIDIA has likely signed long-term agreements with Micron and SK hynix,

Nvidia plans to raise prices on AI servers by over 15% due to rising memory costs, affecting systems with Vera Rubin and Grace Blackwell chips. The hikes, set for early 2024, impact customers like Microsoft, Google, and Oracle. The move highlights memory chip makers' leverage amid high AI demand, with Nvidia's profitability stemming from strong chip demand and limited supply.

NVIDIA has partnered with Cloverleaf Infrastructure to advance U.S. data center development, taking a minority stake in the company. Cloverleaf, founded in 2024, raises $300 million in its first year and acts as a middleman between utility companies and data centers. NVIDIA recently announced a $1.5 billion investment in SB Energy for a 10-GW data center project. The partnership aims to support AI factory development and meet increasing demand for accelerated computing.

Nvidia (NVDA) is raising AI server prices by over 15% due to a doubling in server DRAM costs in Q1 2026, with memory now representing 25% of high-end rack costs. Apple (AAPL) and Amazon (AMZN) have also raised prices, citing memory cost spikes. Deloitte projects AI-server DRAM prices to quadruple in 2026, with shortages expected to persist through 2027. Memory suppliers like Micron (MU), SK Hynix (SKHY), and Samsung are gaining pricing power.

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