Bloomberg reports, citing unnamed sources, that NVIDIA told some large customers its AI servers will cost at least 15% more from next year, due to pricier memory chips. Covers Vera Rubin and Grace Blackwell platforms. NVIDIA declined to comment and reports quarterly results this week. For a typical Thai SME this is far-off and indirect: it mainly touches businesses that buy AI servers or cloud compute, which will likely see higher costs passed through. No action needed now; keep it in mind when budgeting IT or cloud spending for next year.