On Monday, NVIDIA (NVDA.US) opened lower and continued to decline, with shares dropping approximately 2.3% at the time of writing, bringing the company's market capitalization to $5.08 trillion.

According to reports, some of NVIDIA's largest customers have been informed that server systems equipped with its AI chips will see price increases exceeding 15% in most cases, driven by soaring memory chip costs. Citing sources familiar with the matter, the reports indicate that the price adjustments will take effect for systems shipping starting early next year, covering models powered by the flagship Vera Rubin and Grace Blackwell chips.

The reactions of major clients, including Amazon, Microsoft, Google, and Meta, will be crucial in response to this price hike, which is expected to further complicate the large-scale expansion of AI data centers.

As the world's most valuable publicly traded company, NVIDIA is set to release its quarterly earnings on Wednesday, with its latest developments historically serving as a key benchmark for the tech industry and investors heavily positioned in AI infrastructure.