NVIDIA applies global increase of up to 15% in GPUS prices and accelerates migration to production in the US

NVIDIA has just applied a official increase in the prices of virtually all of your graphic plates and AI accelerators, with readjustments that vary between 5% and 15%. The decision is a direct reflection of a combination of factors: US and China trade tariffs, higher production costs with US factories, and chip export restrictions to the Chinese market – one of the company’s largest technology consumers.

Tariff, TSMC and China: the pricing tripod

According to Digitimes Taiwan, the company led by Jensen Huang faces a series of “simultaneous crises.” Among them, an impact of US $ 5.5 billion in quarterly revenues Due to the ban on selling IA GPUS to China, especially the H20 model.

In parallel, the Transfer of TSMC Foundry Operations in Taiwan to the company’s plant in Arizona It significantly raised production, logistics and material costs – which is being passed directly to end partners and consumers.

With the relocation to the US and sanctions to China, Nvidia has absorbed as much as possible, but decided to prioritize the stability of the profit margin. The consumer feels first

RTX 5090 is over $ 2,500 and pulls up on the others

Among the affected models, the new GeForce RTX 5090 leads the increase: already exceeds US $ 2,500 in international retailwith increases that even double the prices on some distribution channels.

The RTX 50 line as a whole has also suffered adjustments of 5% to 10%, although less intense because it has already operated with tighter margins since the launch, which has been marked by low stocks and inflated prices from the beginning.

Digitimes reports that the RTX 5090 situation in Taiwan serves as an example of the global scenario. There, the price jumped from NT $ 90,000 to NT $ 100,000 Practically overnight after restrictions on China.

Ia does not escape: H200 and B200 chips also get more expensive

In the artificial intelligence segment, the H200 and B200 accelerator chips were also readjusted between 10% and 15%. Server manufacturers have already begun to update their budgets to absorb new costs, which indicates a supply chain prepared to pass the account to corporate and institutional customers.

This movement follows the company’s decision not to compromise its profitability in the midst of loss of the Chinese market.

The expectation of Nvidia itself is that, even with the limitations, the financial report at the end of the month still brings results within the expected, driven by the increasing demand of data centers and cloud companies outside China.

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Is there hope of falling prices?

Despite the widespread increase, there is a wire of hope for consumers: a recent deal between US and China provides for a rate reduction by up to 115%, with a 90 -day break in mutual overcrowders.

However, the effects of this on real prices They must take time to be felt. Since highs are being applied gradually and strategically, experts point out that the values ​​can remain high by a few more quarters.

Fonte: Digitimes Taiwan