Nvidia AI server prices rise more than 15% in 2027 as DRAM costs bite
Contract manufacturers have told Nvidia's largest customers that servers built on Vera Rubin and Grace Blackwell chips cost more than 15% more for systems shipping in early 2027, driven by DRAM prices that Nvidia cannot absorb even at a 75% gross margin. Memory makers Samsung, SK Hynix and Micron now hold pricing leverage over the most dominant company in semiconductors, and the pass-through lands on Amazon, Microsoft, Google, Meta, OpenAI and Anthropic as they plan data center build-outs. The constraint on AI infrastructure has shifted from accelerators to memory supply.
Source: fortune.com ↗
The inability of the industry's most dominant company to hold the line on prices or absorb growing costs shows how much leverage makers of memory chips have amid a surge in demand for AI infrastructure.
Why this matters
- → DRAM makers now control pricing for trillion-dollar AI infrastructure buildouts.
- → Nvidia's 75% gross margin insufficient to absorb memory cost surge.
- → Bottleneck shifts from accelerator scarcity to memory supply constraint.