The hikes come amid soaring prices on memory, components and storage as AI buildouts create unprecedented demand in the market.
The systems involved will be based on both Vera Rubin and Grace Blackwell, and prices will depend on both chip and memory configurations. Increases are expected early next year, writes Reuters.
At the same time, Nvidia is pushing harder into making its own AI services, announcing what is «not an acquisition» and «not an acquihire» — before doing both to AI startup Poolside.
Nvidia will be paying $6 billion to the company to license its software, and is concurrently offering jobs to 109 of its staff. On top of that comes a straight-up investment of $1 billion at a $12 billion valuation.
The purpose of the move is to build frontier open source AI, says the WSJ, in a bid to compete with the likes of DeepSeek and Kimi K3 — while indirectly firing shots at some of its largest customers.
Frontier models are struggling to retain users, the Financial Times reports, as open models are catching up to their baseline at much lower costs.
Read more: Bloomberg (paywalled), Reuters, r/Technology. The Next Web, The WSJ (paywalled), r/LocalLLaMA, Financial Times.