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The Exiled · 12.05.2025., 13:40

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nVidia reportedly raises GPU prices by 10-15% as manufacturing costs surge — tariffs and TSMC price hikes filter down to retailers

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New report claims that nVidia has recently raised the official prices of nearly all of its products to combat the impact of tariffs and surging manufacturing costs on its business, with gaming graphics cards receiving a 5 to 10% hike while AI GPUs see up to a 15% increase. As reported by Digitimes Taiwan (translated), nVidia is facing "multiple crises," including a $5.5 billion hit to its quarterly earnings over export restrictions on AI chips, including a ban on sales of its H20 chips to China.

Digitimes reports that CEO Jensen Huang has been "shuttling back and forth" between the US and China to minimize the impact of tariffs, and that "in order to maintain stable profitability," nVidia has reportedly recently raised official prices for almost all its products, allowing its partners to increase prices accordingly. Despite the hikes, Digitimes claims nVidia's financial report at the end of the month "should be within financial forecasts and deliver excellent profit results," driven by strong demand for AI chips outside of China and the expanding spending from cloud service providers.

The report states that nVidia has applied official price hikes to numerous products to keep its earnings stable, with partners following suit. As an example, Digitimes cites the RTX 5090, bought at premium prices upon release without hesitation, such that channel pricing "quickly doubled." The report notes that following the AI chip ban, RTX 5090 prices climbed further still, surging overnight from around NT$90,000 to NT$100,000, with other RTX 50 series cards also increasing by 5-10%. Digitimes notes nVidia has also raised the price of its H200 and B200 chips, with server vendors increasing prices by up to 15% accordingly.

According to the publication's supply chain sources, price hikes have been exacerbated by the shift of Blackwell chip production to TSMC's US plant, which has driven a significant rise in the price of production, materials, and logistics. There is some hope that the measures could be temporary; however, following the news that the US and China have agreed on a trade deal that should cut tariffs by 115%, thanks to a 90-day pause on reciprocal tariffs. As with latent price increases being passed on to consumers, however, it could be some time before prices start to fall.

Izvor: Tom's Hardware