NVIDIA is reportedly telling major customers that AI server prices could rise 15%+ in many cases. 📈 🧠 Why? Soaring DRAM & memory costs 📅 When? Systems shipping in early 2027 🔥 Affected: Grace Blackwell & Vera Rubin systems ☁️ Buyers: Microsoft, Google, Oracle & other data centers And the timing? 👀 NVIDIA reports earnings August 26! 📊🔥 AI demand is booming… but so are the costs. 👀 Bullish or bearish for $NVDA? 🤔👇
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Dany @danman · 3m
Bull but not surprise if the stock drop after earning, As we have seen in the past. Long term always bullish 🫡
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