Nvidia Raises Prices 15%: Another "Apple-Style" Price Hike Shakes the Market, or Another Bonanza for the Hardware Chain?

Some of Nvidia's major customers have been informed that Vera Rubin and Grace Blackwell AI servers shipping in early 2027 will see price increases of "over 15%." On the surface, this appears to be cost pass-through, but in reality, it marks a structural shift in AI computing pricing power from Nvidia's single-point monopoly to a de facto joint pricing framework of "Nvidia × Samsung/SK Hynix/Micron."