Nvidia to raise AI server prices; Lai marks 823 anniversary
Nvidia is set to push AI server prices higher, good for its margins but another cost hit for buyers, while Taiwan's leaders used a war anniversary to warn against complacency toward China.
- Taiwan's business papers led with Nvidia preparing to raise prices on its AI servers.
- Higher prices point to strong demand and give Nvidia's Taiwanese suppliers more room, but they raise the bill for everyone building AI data centers.
- On the 68th anniversary of the 823 artillery bombardment of Kinmen, President Lai Ching-te called it a glorious battle in defense of the Republic of China and warned that forgetting war invites danger.
- Taiwan stocks opened higher and the U.S. dollar slipped against the local currency.
- Heavy rain shut down work and school across southern Taiwan.
Outlook: AI hardware costs look set to keep climbing, and Taiwan's leaders will keep leaning on wartime memory as pressure from Beijing continues.