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▶ 0:21 · $NVDA · Nvidia raises server rack prices 17% as memory costs surge
episode briefing
The Information

Why Nvidia Is Raising Prices

2026-08-24 · 4 company · 10 thematic
sentiment
2 bull0 bear2 neu
speakers
phoebe leu

Covers Nvidia for The Information; broke stories on Nvidia's server price hikes, potential Perplexity investment, and model strategy.

quote
“the price hikes are about 17% and they apply to shipments of Nvidia's kind of last generation Grace Blackwell 300 server racks and uh current newest Vera Rubin 200s... memory prices are the biggest driver of the increase. But I think also…”
—phoebe leu
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