Nvidia's Dirt-Cheap Memory Deal Starves Rivals as Costs Explode for Everyone Else
Picture this: data center bosses staring at budgets ballooning from memory madness. Nvidia laughs all the way to the bank with secret lowball prices, while the rest choke on 30% capex hikes.
⚡ Key Takeaways
- Memory surges to 30% of hyperscaler capex in 2026, 4X from 2023.
- Nvidia secures ultra-low 'VVP' DRAM pricing, shielding profits while rivals suffer.
- HBM undersupply persists through 2027, inflating AI server costs dramatically.
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Originally reported by Tom's Hardware - AI
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