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Nvidia Customers Face a 15% Price Hike | Google Is Spending $200 Billion to Steal Them
Source: 247wallst.com
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Nvidia’s largest customers were warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices rise. This implies higher BOM/component costs into the next cycle, creating margin and budgeting headwinds for AI infrastructure buyers.
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