Tag
The article analyzes how rising HBM memory costs are affecting NVIDIA's AI server pricing and gross margins, suggesting that customers may bear the increased costs for upcoming systems like Vera Rubin and Grace Blackwell.
Apple reported strong Q3 2026 earnings with better-than-expected iPhone sales, but services revenue disappointed and rising memory costs loom over future pricing and sales.
Memory costs have risen to 63% of AI chip component costs between 2024 and 2025, driven by HBM spending, according to analysis from Epoch AI. Total component spending on AI chips grew from $22 billion to $52 billion over the same period.