The server systems of Spitzenchips are affected Vera Rubin and Grace Blackwell, which will be delivered . The amount varies depending on the chip generation and memory configuration. The reason cited is the extremely high prices for RAM ($MU (+1,32%)$SKHY (+1,87%)$005930). As a result, part of the value creation in the AI stack is shifting downward—away from the computing chip and toward memory. Just how much of this NVIDIA itself is absorbing is likely to be reflected in the gross margin in the quarterly report on August 26 .
Overall, , this affects hyperscalers like Neoclouds and AI labs, which consequently face even higher costs —because Nvidia chips represent the largest cost factor in AI data centers.
Consequently, GPU rental prices will also continue to rise, which will have a neutral effect for these companies.
The extremely expensive financing, which continues to be weighed down by macroeconomic uncertainty. This price increase further adds fuel to the fire. 🔥
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