Nvidia hikes prices by 5 to 15 percent as export restrictions bite

Nvidia is adjusting its pricing strategy in response to a convergence of external pressures. According to supply-chain information reported by Digitimes Taiwan, the company took a $5.5 billion loss after Washington blocked shipments of its H20 chips to China. Concurrently, the shift of Blackwell production to TSMC’s Arizona fab—and the higher material, logistics, and tariff expenses that come with it—has driven costs sharply upward.

To protect margins, Nvidia has raised official prices “for almost all of its products” and authorized board partners to follow suit. Channel pricing for the flagship GeForce RTX 5090 has climbed from around NT$90,000 to NT$100,000 ($2,966 to $3,295)—an increase of more than 10 percent since launch—while other RTX 50-series cards are up by 5-10 percent. Datacenter hardware has not been spared: H200 and B200 modules now cost roughly 10-15 percent more, a rise that server vendors have begun to pass on to customers.

Despite the export ban and higher tariffs, demand for AI silicon from U.S. and international cloud service providers remains strong. Supply-chain contacts, therefore, expect Nvidia’s results for the quarter ending in late May to land within earlier guidance and show “excellent profit performance.” The company booked revenue of $39.3 billion in its most recent quarter and has guided to about $43 billion for the current period, implying year-on-year growth of roughly 65 percent.