Nvidia Customers Brace for Higher AI Costs

This reporting is based on the OEM, the server makers going to customers and saying, this is what we see happening in the new year. 15% hike in some cases on on Blackwell and Rubin systems. Just to start your reaction to that.Yeah, I I'm not surprised by it. It's it's been very clear that the cost of memory has been increasing. Uh, we have observed and heard the large hyperscale operators forecasting higher capital spending budgets.And the biggest driver for that has been the cost of memory. So they really ...