SemiAnalysis
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 19, 2026 by Dylan Patel · said 2 times in 1 episodes since 2026 · across every show →
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Jul 19, 2026 bearish
Patel: Nvidia B200 and B300 server pricing increased prior to production
“I think you've already seen server pricing go up like B 200, B 300 that you're buying now versus last year. The price is significantly higher. We've seen next generation hardware receive price increases before they've even started production. Like, here was th…”