Nvidia’s AI Boom Hits Its First Margin Wall: Memory Prices
Nvidia AI buildout is expensive. Memory prices will drive gross margins to 71%–72% in Q4, the first major margin decline of the AI cycle.
Nvidia makes computer brains for AI, but the computer memory they need is getting more expensive, which means they'll keep less profit from each sale. When a company's costs go up, it's worth watching to see if they can still grow and stay healthy.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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