内存短缺据报推动英伟达AI服务器价格涨约15%

Memory shortage reportedly drives Nvidia AI server prices up about 15 percent

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彭博社报道，受内存短缺影响，搭载英伟达AI芯片的服务器价格在许多情况下将上涨超15%，波及Vera Rubin和Grace Blackwell系统。涨价主因是三星、SK海力士和美光的DRAM成本上升，适用于明年初发货的产品。为微软、谷歌和甲骨文代工的服务器制造商已通知客户，英伟达未予置评。

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Servers with Nvidia AI chips are set to cost more than 15 percent more in many cases due to an ongoing memory shortage, Bloomberg reports. Systems with Vera Rubin and Grace Blackwell chips are affected. The main driver is rising DRAM costs from Samsung, SK Hynix, and Micron. The hikes apply to shipments early next year. Contract manufacturers building servers for Microsoft, Google, and Oracle have already told their customers. Nvidia has not commented.

The bill lands with cloud giants Amazon, Microsoft, Google, and Meta, plus AI labs OpenAI and Anthropic. All are developing their own chips but still depend on Nvidia. The price increases sharpen a core tension. The same companies pouring billions into AI infrastructure are also Nvidia's biggest customers, bankrolling the market power of the supplier they're trying to break free from. The AI industry also still needs very high revenue growth to justify these investments, since Nvidia carries significant outstanding liabilities.