Nvidia has notified major enterprise customers and cloud providers, including Microsoft, Google and Oracle, that prices for flagship AI server systems will rise by over 15% for shipments beginning in early 2027. The increase is linked to a severe shortage of high-bandwidth memory (HBM), a fast memory technology used by AI processors, and standard server DRAM. Counterpoint Research reported 80% to 90% quarter-over-quarter increases across DRAM, NAND and HBM in early 2026. Samsung, SK Hynix and Micron have shifted substantial production toward HBM, tightening other memory markets. The increase will affect systems based on Nvidia’s Grace Blackwell and next-generation Vera Rubin architectures, although the precise adjustment will vary by chip generation and customer memory configuration. Analysts say a 15% increase could add billions of dollars to the capital costs of 1-gigawatt data centers, amid existing power and cooling constraints. Higher merchant-hardware prices could encourage Google, Amazon and Meta to expand custom ASICs (chips designed for specific workloads), including TPUs and Trainium, particularly for inference and predictable model-serving tasks. Consumer GeForce GPUs are not directly covered by the enterprise increase. The material also includes promotional information about KuCoin’s spot, derivatives and earn products, alongside a disclaimer that cryptocurrency investments carry risk.