NVIDIA has informed its largest customers that due to a significant increase in the cost of memory chips, the prices of its servers equipped with AI chips, which will be shipped early next year, will be raised, with most increases exceeding 15%. The specific increase will depend on the chip and memory configurations. Factories that manufacture servers for major companies such as Microsoft and Google have already received the notice. This price hike will drive up the construction costs of AI data centers and also draw significant attention to NVIDIA's upcoming second-quarter financial results, reflecting the enhanced bargaining power of memory chip manufacturers amid surging demand for AI infrastructure.