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Nvidia’s AI chips are about to get more expensive too.

Price hikes aren’t only for laptops, smart speakers, and game consoles, as Bloomberg reports that “some of Nvidia’s biggest customers” have been told that server prices are going up more than 15 percent. Those customers are the companies that build the AI data centers for Oracle, Microsoft, and others that have heavily contributed to the demand spike driving up component prices. Nvidia has already raised GPU prices this year, and we may hear more about its changes when it reports Q2 earnings on Wednesday. [Link: Nvidia Customers Notified About AI-Related Price Hikes Above 15% | https://www.bloomberg.com/news/articles/2026-08-22/nvidia-customers-notified-about-ai-related-price-hikes-above-15 | Bloomberg]

Apollo, a major player in GPU-backed loans, hacked.

You may recall Apollo is majorly involved in AI infrastructure financing; it even is one of the “compute is an asset class” consortium. Sounds like the hackers stole a bunch of the usual things, like employees’ social security numbers. If they stole interesting things, like internal data on the AI deals Apollo has been making, that wasn’t disclosed in the breach notification. If you know anything about the hack, hit me up on Signal: lopatto.46. [Link: Private equity firm Apollo confirms data breach amid hacking wave targeting financial giants | TechCrunch | https://techcrunch.com/2026/08/21/private-equity-firm-apollo-confirms-data-breach-amid-hacking-wave-targeting-financial-giants/ | TechCrunch]

Saturday, October 10, 2026

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