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Nvidia Customers Brace for Higher AI Costs

Nvidia customers are being warned of potential price increases of around 15% for Blackwell and Rubin-based AI systems as soaring memory costs ripple through the infrastructure buildout. Raymond James Analyst and Managing Director Simon Leopold explains why the increases aren’t surprising and why older generations of GPUs can remain valuable even as newer chips enter…

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Nvidia customers are being warned of potential price increases of around 15% for Blackwell and Rubin-based AI systems as soaring memory costs ripple through the infrastructure buildout. Raymond James Analyst and Managing Director Simon Leopold explains why the increases aren’t surprising and why older generations of GPUs can remain valuable even as newer chips enter production. He joins Ed Ludlow on “Bloomberg Tech.”
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4 Comments

4 Comments

  1. @mikefirmi4864

    August 24, 2026 at 3:40 pm

    There’s a lot of hype around AI right now, but it’s important to look at the reality behind the curtain. First, AI doesn’t ‘think’ or possess intelligence. It is essentially highly advanced pattern matching—it guesses the next most likely word or pixel based on massive amounts of data created by human workers.Second, the economic model is completely dependent on us. Tech companies need billions of dollars in user subscriptions, venture capital, and cheap access to public data just to keep the servers running and the chips cool. It’s an incredibly expensive infrastructure that relies entirely on human input and funding to exist, even if the marketing makes it sound like an independent miracle. THESE company and PEOPLE are misleading you for your investment so they CAN USE YOUR MONEY instead of theirs incase they are found out before their ILLUSIONARY god like system is found out!

    • @daShadoSage

      August 24, 2026 at 4:43 pm

      You could play reductionism with any form of advanced technology. It’s not about how it functions necessarily. It’s how it’s leveraged. You could play reductionism with cars but what have cars allowed us to do? You could play reductionism with spreadsheets and PCs. Pretty simple once you take a look at it if you want it to be. You could definitely go reductionism with any form of social media, text messaging, and the Internet. It’s the leverage part that’s important.

      Yes you’re right in terms of what the technology is but what it produces, what it can do in the right set of hands is the value unlock. What I’ve been able to do with it, I could tell you, for, say, a $200/month plan, I have produced thousands, tens of thousands of dollars’ worth of value and time saved. If companies are able to harness it and do it then yeah it’s not really hype. It just takes time to digest and put it to good use. People who are doing dumb things like token maxing, unlimited API spend without caps, 0 code or output review, etc. They’re still figuring it out and doing dumb things along the way, just like the dawn of Internet which locked like glorified digital telegram.

    • @ssuwandi3240

      August 24, 2026 at 7:00 pm

      LMAO that was a basic thing. You got no clue how to monetize the COMPUTE😅 Jensen doesn’t talk about CHEAPO prompt or Wall Street’s Echo chamber 😅😅

    • @ssuwandi3240

      August 24, 2026 at 7:04 pm

      You’re like Ponxhyna’s idiots., only good at stealing it😅

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Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch

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At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription.

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Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice to help its portfolio companies build that capability. He joins Ed Ludlow on “Bloomberg Tech.”

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Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg Tech.”
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