Публикация

#NvidiaServerPriceHike A 15% Nvidia server price hike would test something more important than margins: how price-sensitive AI demand really is. If cloud firms keep ordering Vera Rubin and Grace Blackwell systems despite higher memory costs, Nvidia proves its pricing power is still exceptional. But if deployments get delayed, the impact could spread from servers to memory, cloud capex and tech valuations. The next AI test may be willingness to pay, not willingness to build.