{"id":1236,"date":"2026-06-11T14:36:37","date_gmt":"2026-06-11T14:36:37","guid":{"rendered":"https:\/\/americanhomejournals.com\/?p=1236"},"modified":"2026-06-11T14:36:37","modified_gmt":"2026-06-11T14:36:37","slug":"why-soaring-memory-prices-could-be-nvidias-next-big-advantage","status":"publish","type":"post","link":"https:\/\/americanhomejournals.com\/?p=1236","title":{"rendered":"Why soaring memory prices could be Nvidia’s next big advantage"},"content":{"rendered":"
\n

Rising memory prices are making AI infrastructure more expensive \u2014 and Nvidia’s biggest customers could be in for serious sticker shock.<\/p>\n

Read more Microsoft\u2019s president says Gen Z\u2019s AI backlash should be a wake-up call for Big Tech<\/a><\/p>\n

Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.<\/p>\n

Research firm Bernstein said in a note to investors this week that the impact could become more pronounced with Nvidia’s next-generation AI systems. For Nvidia, these rising costs could be a substantial growth driver.<\/p>\n

The firm estimates Nvidia’s coming Vera Rubin NVL72 system \u2014 used to train and run advanced AI models\u2014 will cost about $9.1 million per rack.<\/p>\n

Memory makes up a big part of that pricetag. Bernstein says high-bandwidth memory prices will more than triple by the time Rubin ships at scale, pushing memory and storage costs to $3.2 million per rack \u2014 or more than a third of the total cost.<\/p>\n

That could mean Nvidia’s biggest customers will rack up higher bills. Bernstein estimates a 1-gigawatt Vera Rubin data center would cost about $47 billion to build, compared to $40.5 billion for building data centers with Vera Rubin’s predecessor chips.<\/p>\n

It’s not just memory. Bernstein also flagged that networking, cooling, and power-delivery costs are rising and contributing to higher prices.<\/p>\n

Read more A Google director resigned over the company\u2019s military deals: \u2018Management has lost its moral compass\u2019<\/a><\/p>\n

Given demand for its AI systems and limited competition, Bernstein says Nvidia has enough pricing power to pass along higher memory costs to customers.<\/p>\n

“We believe that Nvidia likely has some form of dynamic pricing mechanism, and will pass on this increase to customers instead of absorbing it as a hit to margin,” the firm wrote.<\/p>\n

Nvidia CEO Jensen Huang has previously warned that memory shortages could last “quite a few years.”<\/p>\n

The report comes as Nvidia and Korean semiconductor supplier SK Hynix announced a multiyear partnership earlier this week to develop next-generation memory for future systems, including Vera Rubin. SK Hynix recently hit a market capitalization of $1 trillion in late May.<\/p>\n

Nvidia did not immediately respond to a request for comment from Business Insider.<\/p>\n

Have a tip? Contact this reporter via email at <\/em>gweiss@businessinsider.com<\/u><\/em> or Signal at @geoffweiss.25. Use a personal email address, a nonwork WiFi network, and a nonwork device; <\/em>here‘<\/u><\/strong>s our guide to sharing information securely<\/u><\/em>.<\/em><\/p>\n

Read more He built tech to connect the Israeli army\u2019s data. Now he has $14 million from VCs to do it for companies.<\/a><\/p>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

Nvidia, led by CEO Jensen Huang, faces rising memory costs impacting AI infrastructure and partnerships on new systems.<\/p>\n","protected":false},"author":1,"featured_media":1235,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-1236","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech"],"yoast_head":"\nWhy soaring memory prices could be Nvidia's next big advantage - American home journals<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/americanhomejournals.com\/?p=1236\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why soaring memory prices could be Nvidia's next big advantage - American home journals\" \/>\n<meta property=\"og:description\" content=\"Nvidia, led by CEO Jensen Huang, faces rising memory costs impacting AI infrastructure and partnerships on new systems.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/americanhomejournals.com\/?p=1236\" \/>\n<meta property=\"og:site_name\" content=\"American home journals\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-11T14:36:37+00:00\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/#\\\/schema\\\/person\\\/a3bb30439d8074c26cddd2e4af7af957\"},\"headline\":\"Why soaring memory prices could be Nvidia’s next big advantage\",\"datePublished\":\"2026-06-11T14:36:37+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236\"},\"wordCount\":455,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/americanhomejournals.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/89092e96a28915953830104301b88167.webp\",\"articleSection\":[\"Tech\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236\",\"url\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=1236\",\"name\":\"Why soaring memory prices could be Nvidia's next big advantage - 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