Nvidia Warns of 15% AI Server Price Hikes and Buy Your Own AI Workstatation for Only $100k

Arthur T Knackerbracket writes:

Nvidia Reportedly Warns Biggest Customers Of 15% Price Hikes On AI Servers

Vera Rubin and Grace Blackwell systems shipped from early 2027 affected:

[...] This is another example of the so-called "RAMageddon" that's gripping the DRAM market, with contract prices having risen at record rates this year. Analysts projected that conventional DRAM contract prices would climb 58% to 63% quarter-over-quarter in Q2 2026, following a Q1 surge of 90% to 95%, as suppliers reallocated capacity toward HBM and server products. SK hynix said in October last year that it had already sold out its entire 2026 memory production capacity, and Samsung and SK hynix raised 2026 HBM3E supply prices by close to 20% before the year began.

Nvidia has already passed rising costs through to consumers, raising prices on GeForce graphics cards earlier this month. The Bloomberg report indicates the same unrelenting pressure has now reached the top of the Nvidia stack, where hyperscalers as well as PC builders will be absorbing the increase. A 15% rise on rack-scale systems that sell for several million dollars each adds hundreds of thousands of dollars per rack across deployments that run to thousands of racks.

Nvidia runs a gross margin of roughly 75% non-GAAP, among the highest in the semiconductor industry, and the reported hikes indicate the company intends to pass memory cost inflation on to customers rather than absorb it, which it can more than afford to do. Meanwhile, supply of its accelerators from TSMC still can't meet demand, which limits buyers' immediate leverage.

Whether the increases push hyperscalers further toward AMD's accelerators or their own custom silicon will depend on how quickly those alternatives can absorb displaced demand, and all of them draw HBM from the same three constrained suppliers.

Nvidia's GB300-Powered DGX Station Desktop Tower Listed For Nearly $100,000 Online

You can actually buy up to ten of them at once:

Nvidia officially launched the latest DGX Station desktop at Computex 2026 earlier this year, but the announcement was not accompanied by an explicit price tag. The expectation of an MSRP withers away when it comes to enterprise-grade hardware anyway, but still, early chatter had pointed toward a $100,000 ballpark figure. That number has just been confirmed, as a DGX Station from Exxact was found listed for $94,930 on its website, featuring the all-powerful GB300 Superchip, ready to customize and buy.

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