|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
25.08.26 - 02:00
|
Nvidia Informs Hyperscalers About Incoming Price Hikes As Memory Costs Soar (ZeroHedge)
|
|
|
Nvidia Informs Hyperscalers About Incoming Price Hikes As Memory Costs Soar
The AI infrastructure buildout boom could soon enter another inflationary wave.
Nvidia's largest hyperscaler customers face sharply higher costs next year, with Vera Rubin and Grace Blackwell systems expected to jump in price as surging memory costs ripple through the chip stacks.
Bloomberg cited sources familiar with Nvidia's new pricing regime, indicating that hyperscalers will see a 15% increase in prices for Rubin and Grace Blackwell processors next year. They said the size of the increase will depend on the chip generation and memory configuration.
Contract manufacturers serving major data center projects, including Microsoft, Google and Oracle, have started notifying customers about the incoming increases, those people said.
Nvidia's AI accelerators remain expensive and in short supply because production at Taiwan Semiconductor Manufacturing has struggled to keep pace with soaring demand. Nvidia generates gr...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
23.08.26 - 17:00
|
An AI ′debt bomb′ crisis? No. This isn′t Enron 2.0 | Gene Marks (The Guardian)
|
|
|
Fears of a datacenter buildout debt crisis are exaggerated. The risks are different than in the past and they are recoverableSome experts are warning of a looming “debt bomb” crisis because big datacenter builders such as Meta, Oracle, xAI and CoreWeave are not only raising billions to construct these facilities but are also not recognizing these long-term debt obligations on their balance sheets.Should we be concerned? No. I know because I've seen this movie before. Continue reading......
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
