存储芯片成本飙升 英伟达(NVDA)AI服务器价格将上调逾15%

金吾财讯
7 hours ago

金吾财讯 | 据外媒,英伟达(NVDA)已经向其主要客户发出通知,搭载该公司AI芯片的服务器产品价格将出现上调,多数场景下涨幅会超过百分之十五,调价对象包含搭载VeraRubin以及GraceBlackwell芯片的服务器机型。本次价格调整针对明年初开启交付的设备,实际最终涨幅会跟随英伟达(NVDA)芯片代际差异、内存配置规格发生变动。承接微软(MSFT)、谷歌(GOOG)(GOOGL)、甲骨文(ORCL)这类大型云厂商订单的服务器代工厂商,也同步向下游客户传递了涨价的相关消息。本轮调价发生在AI基础设施需求快速扩张的阶段,存储芯片原材料成本大幅走高成为核心推动因素。三星(SSNLF)、SK海力士(SKHY)、美光(MU)几家头部存储厂商持续扩充产能,产出规模依旧跟不上市场的实际消耗速度,存储相关零部件供给持续处于偏紧状态。芯片供应紧张带来的成本压力已经扩散至多家科技企业,苹果(AAPL)、高通(QCOM)都对外表示,受芯片短缺局面影响,企业不得不上调终端产品的销售价格。台积电(TSM)代工产能难以匹配爆发式增长的订单,也进一步放大英伟达(NVDA)芯片的供给缺口,市场消息显示部分规格英伟达(NVDA)单颗芯片售价已经达到数万美元。亚马逊(AMZN)、微软(MSFT)、谷歌(GOOG)、Meta(META)都在推进内部自研芯片项目,但现阶段各大云厂商的数据中心建设,依旧高度依赖英伟达(NVDA)的硬件产品,服务器涨价会直接传导至云资本开支环节,也会对下游AI产业的整体成本构成带来间接影响。

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