Two Million Dollars of Memory: Inside Nvidia's 15% AI Server Price Hike - August 28, 2026

Two Million Dollars of Memory: Inside Nvidia's 15% AI Server Price Hike Nvidia has told Microsoft, Alphabet and Oracle that AI servers built on Vera Rubin and Grace Blackwell will cost more than 15% extra in early 2027, and the reason is not the GPU. Morgan Stanley estimates the next generation rack costs about $7.8 million to build, with roughly $2 million of that in memory alone, a jump of about 435% in a single generation. Chris and Laura dig into the inversion now reshaping AI infrastruc...