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Nvidia’s AI Boom Hits Its First Margin Wall: Memory Prices

BenzingaAug 27, 2026, 1:30 PMPiero Cingari

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.

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benzinga
Observed
Aug 27, 2026, 1:30 PM
Checked
Aug 27, 2026, 1:30 PM
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Captured once, then retained as an archive reference
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