Nvidia to Raise AI Server Prices at Least 15% for Top Customers

Nvidia plans to raise prices on AI servers by at least 15% for its largest customers, citing soaring memory-chip costs, with increases hitting systems shipped early next year. U.S. stocks still finished the week lower as debt concerns pushed global bond yields to two-decade highs, while Trump's 50% tariffs on Canadian goods took effect and Canada promised dollar-for-dollar retaliation. Anthropic's potential market debut could break SpaceX's IPO record, and Moderna surged 129% on cancer vaccine data.

Written by AI from the sources it cites; it can be wrong — follow any citation to confirm.

8 sources2 min read

Nvidia to hike AI server prices at least 15% for big customers Bloomberg reported the chipmaker will raise prices on servers containing Vera Rubin and Grace Blackwell chips, with increases depending on chip generation and memory configuration and taking effect on systems shipped early next year. Nvidia cited soaring memory-chip costs. 1

Debt fears overtake AI as bond yields hit two-decade highs Fortune reports Wall Street's focus has shifted from the AI boom to the sustainability of U.S. debt, with a global bond selloff sending yields to the highest level in two decades. RSM's chief economist says the tipping point arrives 'when the global financial markets say it is.' 2

Trump's 50% tariffs on Canadian goods take effect; Canada vows retaliation The new levies hit about $20 billion of Canadian exports — roughly 5% of Canada's annual shipments to the U.S. — ranging from hockey sticks to agricultural products. Prime Minister Mark Carney promised 'dollar for dollar' countermeasures starting Sept. 8, with no further talks scheduled. 3

Anthropic market debut could break SpaceX's IPO record, media report Reports suggest the AI company's upcoming listing may surpass SpaceX's June 2026 IPO, widely described as the largest ever. No official terms have been confirmed. 4

Moderna soars 129% on cancer vaccine data; Merck jumps 12% CNBC Pro's screen of overbought S&P 500 stocks found Moderna and Merck among the most stretched after positive initial late-stage results for an experimental personalized cancer vaccine combined with Keytruda in melanoma patients. Moderna was the week's biggest gainer with a 129% surge. 5

D.E. Shaw builds $912 million SpaceX stake, cuts Broadcom 58% The hedge fund's 13F filing showed a new 5.34 million-share SpaceX position and a reduction of Broadcom shares by 58.3%, though it still holds over $1 billion of Broadcom. The filing also revealed $539 million in Microsoft puts. 6

Nvidia Q2 preview sees another beat-and-raise, with financing deals key Analysts see another beat-and-raise quarter ahead, with low valuation supporting upside, while Barchart argues Nvidia's financing deals could be the larger driver of the stock. The preview comes ahead of earnings amid rising memory costs and AI demand. 7 8