Nvidia's biggest buyers are told server prices will rise more than 15 percent
Nvidia has told some of its largest customers that server prices will rise by more than 15 percent. The buyers build AI data centres, while Waymo already runs its own chip and Nvidia met Korean designer Rebellions.
Artificial Intelligence··Morning
Biggest buyers are told to expect a 15 percent server increase
Some of Nvidia's biggest customers have been told that server prices will rise by more than 15 percent, according to Bloomberg reporting carried by The Verge. The buyers are the companies that build AI data centres for Oracle, Microsoft and others, and the same demand surge has already pushed component prices up across consumer hardware. Nvidia has already raised graphics-processor prices this year, and The Verge notes that the company reports second-quarter earnings on Wednesday. Increases tied to the same component demand were announced this week for laptops, smart speakers and game consoles. The report carries no Nvidia statement on the server price change.[1]
Waymo puts its own chip in the robotaxi
Waymo has designed its own processor for its robotaxis and is already running it in its newest vehicles, The Decoder reported from Bloomberg. The chip handles sensor data and the driving models, reducing what Alphabet's unit buys from Nvidia and AMD. The reporting puts the part above 1,000 TOPS, built by TSMC on a 5 nanometer process, and roughly level with Nvidia's current self-driving platforms. Waymo's stated motive is cost. The chip is also going into the robotaxi it is developing with the Chinese manufacturer Zeekr.[2]
Huang met Korean inference-chip designer Rebellions
Nvidia is in early talks with Rebellions about a technical partnership, an investment or an acquisition, Bloomberg reported and The Next Web relayed. Jensen Huang met co-founder and chief executive Sunghyun Park at Nvidia's Santa Clara headquarters this week; the sources say the talks may produce nothing. Rebellions was founded in 2020 in Bundang, south of Seoul, designs data-centre NPUs for inference, and has raised about 850 million dollars from SK Hynix, Samsung Ventures, Arm and the Korean government; its valuation is put at about 2.3 billion dollars. Two obstacles are named: antitrust attention on Nvidia's position in training chips, and Seoul's treatment of advanced semiconductors as strategic assets.[3]
