Nvidia leverages projected memory cost dominance over GPUs by 2027 to justify a 15% increase in server pricing across its current product cycle.

Nvidia leverages projected memory cost dominance over GPUs by 2027 to justify a 15% increase in server pricing across its current product cycle.

The pricing adjustment shifts capex burden toward memory procurement for cloud giants, compressing their gross margins while reinforcing Nvidia's bargaining power in full-system sales.