
DRAM shortage pushes Nvidia AI server costs up 15 percent
A DRAM shortage from major memory suppliers is forcing Nvidia to raise prices on its latest AI server chips by roughly 15 percent, directly hitting the infrastructure budgets of Microsoft, Google, and Meta. The timing exposes a structural vulnerability in the AI buildout: hyperscalers racing to deploy billions in compute capacity remain dependent on a concentrated supplier base they've long sought to circumvent. Higher memory costs ripple through cloud economics and may slow the pace of AI infrastructure expansion, even as demand for training and inference capacity continues climbing.73












