Nvidia's contract server builders have told Microsoft, Google, and Oracle that prices on AI server systems will rise more than 15% starting on shipments in early 2027, hitting flagship Vera Rubin and Grace Blackwell configurations.
The increase is driven by soaring DRAM costs from Samsung, SK Hynix, and Micron that Nvidia can no longer absorb even at its 75% gross margin. The pass-through is the first broad hyperscaler-facing sticker shock of the Rubin era.
This price increase could significantly impact AI infrastructure budgets for major cloud providers and may accelerate the development of alternative AI chip solutions as companies seek to reduce their dependence on Nvidia's increasingly expensive hardware.
