Nvidia is modifying its hardware specifications and pricing to offset surging memory expenses.
Wedbush reports the company halved memory capacity on specific components for its upcoming Vera Rubin AI GPUs. Memory now represents a disproportionately high share of total manufacturing costs.
Nvidia is raising consumer GPU prices by 20% to 30%. This adjustment marks the third significant price increase in 2026.
Analysts identify memory cost inflation as the primary driver for these supply and pricing constraints.