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The economics of AI infrastructure have long been anchored to a single cost center: the server.
Nvidia has reportedly told some of its largest customers that the prices of servers containing its AI chips could move more than 15% higher, according to Bloomberg News.
For buyers operating at that scale, the reported figure forces a significant revision to capital plans already in progress. The mechanism is worth spelling out.
AI servers are not commodity hardware assembled from interchangeable components.
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