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Nvidia's 15% Price Hike, Memory Crisis & AMD's $10B Supply Bet
Audio is available on Spreaker — see link below.
Nvidia is hiking server prices 15% or more while committing capital to power infrastructure and a potential chip acquisition — all ahead of a make-or-break August 26 earnings call. Meanwhile, AMD bets $10 billion on advanced packaging as HBM shortages drive AI inflation into consumer electronics.
Audio is available on Spreaker — see link below.
Nvidia is raising server prices by fifteen percent or more, starting in early twenty twenty-seven, and the question that matters ahead of its August twenty-sixth earnings call is simple: can it hold its margins while spending billions at the same time? The price hikes apply to its most advanced systems, the Vera Rubin and Grace Blackwell servers.
Here's what makes this more than a pricing story. The memory shortage isn't a short-term blip.
Nvidia isn't just raising prices. It's spending.
AMD is running a parallel version of the same logic. Through twenty twenty-nine, AMD is committing over ten billion dollars across TSMC, ASE, Siliconware, and Powertech for advanced packaging and substrates.
On China, Nvidia denied a report that it plans a speech-processing chip for the market by year-end. H200 deliveries to ByteDance and Tencent have been reported but remain unconfirmed.
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