Nvidia chip shift to smartphone-style memory to double server-memory prices by end-2026 - Counterpoint

Core Viewpoint - Nvidia's decision to implement smartphone-style memory chips in its AI servers is projected to significantly impact server-memory prices, potentially leading to a doubling of prices by late 2026 [1] Group 1: Nvidia's Strategy - The company is shifting towards using memory chips similar to those found in smartphones for its artificial intelligence server products [1] - This strategic move is expected to enhance the performance and efficiency of Nvidia's AI servers [1] Group 2: Market Impact - The anticipated change in memory chip usage could result in server-memory prices increasing by 100% by the end of 2026 [1] - This price surge may affect the overall cost structure for companies relying on AI server technology [1]