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Nvidia Reportedly Warns Biggest Customers Of 15% Price Hikes On AI Servers and More Nvidia News
Nvidia Reportedly Warns Biggest Customers Of 15% Price Hikes On AI Servers
EDITORS: THIS HAS BEEN PRODUCED BY SOFTWARE UNDER DEVELOPMENT - THE CONTENT MAY REQUIRE EXTENSIVE EDITING
https://www.tomshardware.com/pc-components/dram/nvidia-reportedly-warns-biggest-customers-of-15-percent-price-hikes-on-ai-servers [tomshardware.com]
This is another example of the so-called "RAMageddon [tomshardware.com]" that's gripping the DRAM market, with contract prices having risen at record rates this year. Analysts projected that conventional DRAM contract prices would climb 58% to 63% quarter-over-quarter in Q2 2026, following a Q1 surge of 90% to 95%, as suppliers reallocated capacity toward HBM and server products. SK hynix said in October last year that it had already sold out its entire 2026 memory production capacity, and Samsung and SK hynix raised 2026 HBM3E supply prices by close to 20% before the year began.
Nvidia has already passed rising costs through to consumers, raising prices on GeForce graphics cards [tomshardware.com] earlier this month. The Bloomberg report indicates the same unrelenting pressure has now reached the top of the Nvidia stack, where hyperscalers as well as PC builders will be absorbing the increase. A 15% rise on rack-scale systems that sell for several million dollars each adds hundreds of thousands of dollars per rack across deployments that run to thousands of racks.
Nvidia runs a gross margin of roughly 75% non-GAAP, among the highest in the semiconductor industry, and the reported hikes indicate the company intends to pass memory cost inflation on to customers rather than absorb it, which it can more than afford to do. Meanwhile, supply of its accelerators from TSMC [tomshardware.com]still can't meet demand, which limits buyers' immediate leverage.
Whether the increases push hyperscalers further toward AMD's accelerators or their own custom silicon will depend on how quickly those alternatives can absorb displaced demand, and all of them draw HBM from the same three constrained suppliers.
Nvidia's GB300-Powered DGX Station Desktop Tower Listed For Nearly $100,000 Online
EDITORS: THIS HAS BEEN PRODUCED BY SOFTWARE UNDER DEVELOPMENT - THE CONTENT MAY REQUIRE EXTENSIVE EDITING
Combined, you get a massive 748GB pool of unified memory that allows you to fine-tune and deploy AI models locally instead of worrying about token costs or any cloud vulnerabilities. For large enterprises that need to quickly iterate on the go and want maximum security [tomshardware.com], a DGX Station is considered a worthwhile investment even at $100,000, especially if the smaller DGX Spark [tomshardware.com]isn't enough for your workloads.
The Valence VWS-158270643 comes with a 1,600W 80+ Titanium power supply (which is enough to cover a dedicated display-out GPU as well), so it can be plugged into any standard outlet, just like a regular PC. Though it comes with Linux-based DGX OS out of the box instead of Windows. Both the Grace CPU and the Blackwell Ultra GPU are liquid-cooled with a massive direct-to-chip (D2C) coldplate, and there are three fans up top for optimal airflow.
Front panel I/O is nonexistent, but there are 2x QSFP112 ports at the back driven by the integrated ConnectX-SuperNIC for 800 Gbps/s interconnect between two DGX Station towers. There's also 1x 10 Gbps RJ45 port, a dedicated 1Gbps RJ45 management port, 1x mini-DisplayPort for local BMC management (not display out), 1x USB Micro-B for direct serial access to said BMC, 4x standard USB Type-A, and a 3.5mm headphone jack.
Exxact did not disclose the exact materials of the tower, but we can infer from the pictures that it's made out of steel, and the design is rather sleek. For $100,000, you also get a 3-year warranty so you can rest assured your parts are insured against a potential popping of a bubble. You can order up to ten of these at the same time, but there's no standard checkout page; you still have to provide your details in order to be contacted back for a purchase.
