英伟达客户已收到AI相关产品会涨价超过15%的通知

格隆汇
Yesterday
据市场消息,英伟达最大客户中的一些已被告知,由于内存芯片成本飙升,搭载英伟达AI芯片的服务器很多会涨价逾15%。据知情人士透露,此轮涨价适用于明年年初交付的系统,受影响的包括搭载旗舰级Vera Rubin和Grace Blackwell芯片的系统。他们表示,具体涨幅将取决于英伟达芯片是哪一代产品以及内存配置。他们称,为微软、Alphabet旗下谷歌和甲骨文等大型数据中心运营商代工组装服务器的厂商,近期已通知客户上述涨价事宜。

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