智通财经APP获悉，周一，英伟达(NVDA.US)低开低走，截至发稿，跌幅约2.3%，市值5.08万亿美元。消息面上，英伟达的部分最大客户已被告知，由于存储芯片成本飙升，搭载英伟达人工智能芯片的服务器价格在大部分情况下将涨价超过15%。媒体援引知情人士报道称，此次涨价将从明年初出货的系统开始生效，影响范围包括搭载旗舰级Vera Rubin和Grace Blackwell芯片的系统。面对此次涨价，亚马逊、微软、谷歌和Meta等主要客户的反应至关重要，同时价格上涨将进一步增加AI数据中心大规模扩张的复杂性。
作为全球市值最高的上市公司，英伟达将于周三发布财季业绩，其最新动态历来是科技行业及大量押注AI基础设施投资者的重要参考指标。
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