SANTA CLARA, CALIFORNIA / RankWire.AI / – Nvidia is planning to increase prices by more than 15% for numerous AI server configurations expected to ship in early 2027. The hikes will impact models utilizing the company’s Vera Rubin and Grace Blackwell platforms, with the extent of each increase depending on the chip generation and memory configuration. Nvidia has not issued a universal price hike across all server lines publicly, but server manufacturers have relayed the updated pricing details to leading data center clients.
Major data center operators, including Microsoft, Google, and Oracle, have received the new pricing information from server vendors. These companies purchase significant volumes of AI infrastructure for cloud and data center services. The increase in memory costs has become a key factor influencing the overall server price adjustments. AI deployments demand large quantities of high-bandwidth and server memory along with GPUs, CPUs, networking gear, and storage, maintaining tight supply across several memory categories throughout 2026.
TrendForce predicts that conventional DRAM contract prices will climb between 13% and 18% in the third quarter of 2026, while NAND Flash contract prices are expected to rise 10% to 15% during the same timeframe. The research firm highlighted that server DRAM remains undersupplied as suppliers prioritize capacity for AI-related applications. Although long-term supply agreements have limited some price increases, overall server memory costs stay high.
Memory prices climb amid sustained demand for AI servers
In May, Nvidia announced Vera Rubin had entered full production with server manufacturers and supply chain partners globally. The company stated that Rubin-based products would become available in the second half of 2026. Vera Rubin integrates the Vera CPU, Rubin GPU, NVLink 6, ConnectX-9, BlueField-4, and Spectrum-6 networking technologies. It replaces Grace Blackwell as Nvidia’s latest rack-scale architecture designed for demanding AI workloads. System manufacturers are developing Rubin products for cloud providers, AI labs, and hyperscale data centers.
Grace Blackwell continues to be a key component of Nvidia’s current data center lineup. The GB200 NVL72 system connects 36 Grace CPUs with 72 Blackwell GPUs within a liquid-cooled rack, functioning as a unified NVLink computing domain for large AI models. The reported price increases vary by configuration, with memory capacity and chip generation playing crucial roles. Consequently, the 15% figure does not reflect a uniform increase across all Nvidia server configurations.
Expansion of Vera Rubin production influences Nvidia’s server lineup
Memory suppliers are shifting production toward server and high-performance products as AI demand consumes capacity. TrendForce reports this shift has reduced supply for some PC and consumer DRAM products. While server shipments have remained robust through 2026 and buyers have continued building data center memory inventories, the market analyst predicts tight server DRAM supply will persist into 2027, as demand growth exceeds new supply. These conditions underpin the recent Nvidia pricing adjustments.
Nvidia is entering this pricing phase with record data center sales, having reported total revenue of $81.6 billion in its fiscal first quarter ending April 26. Data Center revenue hit an all-time high of $75.2 billion, a 92% increase from the previous year. Nvidia projected second-quarter revenue of approximately $91 billion, with a margin of error of plus or minus 2%, when reporting these results in May. The company will release its fiscal second-quarter results on Aug. 26.