Episode
Two Million Dollars of Memory: Inside Nvidia's 15% AI Server Price Hike - August 28, 2026
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- Aug 28, 2026
- Duration seconds
- 772
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Summary
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...