Nvidia(US:NVDA) 美股IPO·2025-11-19 10:21Core Viewpoint - Nvidia's shift from DDR5 to LPDDR memory for AI servers aims to reduce power costs, creating demand equivalent to a major smartphone manufacturer, which exacerbates the existing memory supply shortage [1][2][3]. Group 1: Impact on Memory Supply Chain - Nvidia's transition to LPDDR memory is expected to cause a "seismic" impact on the memory supply chain, as the demand generated will be significantly larger than that of mobile devices [3][4]. - The current supply chain is unprepared for the scale of demand that Nvidia's decision will create, leading to potential shortages in the advanced memory sector [4][6]. Group 2: Price Increase and Cost Pressure - Server memory prices are projected to double by the end of 2026, which will increase operational costs for cloud service providers and AI developers [5][7]. - The rising memory costs will add pressure to already strained budgets for data center operators, who are facing record expenditures due to GPU and power infrastructure upgrades [7][8]. Group 3: Broader Market Implications - The cost pressures from increased memory prices may ultimately affect cloud computing service pricing and the cost of AI application development, impacting the overall return on investment in the tech industry [8].