Samsung, SK Hynix stand to benefit as as Nvidia AI server costs surge
Seoul, Aug. 25 -- Samsung Electronics and SK hynix gained further "bargaining power" in the artificial intelligence supply chain as rising memory costs fed into prices for Nvidia-based server systems, according to a news report by Korea Herald.
Server manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems would rise by more than 15 per cent in many cases for shipments starting in early 2027. The price adjustments affected systems built on Nvidia's next-generation Vera Rubin and current Grace Blackwell platforms, with the exact scale of the increase varying by chip generation and memory configuration.
Memory components emerged as a primary driver of the cost pr...
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