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Nvidia Customers Brace for Higher AI Costs

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Aug 24th, 2026 Nvidia Customers Brace for Higher AI Costs Nvidia customers are being warned of potential price increases of around 15% for Blackwell and Rubin-based AI systems as soaring memory costs ripple through the infrastructure buildout. Raymond James Analyst and Managing Director Simon Leopold explains why the increases aren’t surprising and why older generations of GPUs can remain valuable even as newer chips enter production. He joins Ed Ludlow on "Bloomberg Tech."

Aug 24th, 2026 Nvidia Customers Brace for Higher AI Costs Nvidia customers are being warned of potential price increases of around 15% for Blackwell and Rubin-based AI systems as soaring memory costs ripple through the infrastructure buildout. Raymond James Analyst and Managing Director Simon Leopold explains why the increases aren’t surprising and why older generations of GPUs can remain valuable even as newer chips enter production. He joins Ed Ludlow on "Bloomberg Tech."
Nvidia Customers Brace for Higher AI Costs (ORG) Nvidia (ORG) Blackwell (PERSON) Rubin (LOCATION) AI (ORG) Raymond James Analyst (PERSON) Simon Leopold (PERSON) Ed Ludlow (PERSON) Bloomberg Tech (ORG)
Originally published by Bloomberg Technology Read original →