Nvidia (NVDA, Financials) raised prices across its graphics cards and datacenter chips to offset a $5.5 billion hit tied to U.S. export bans and rising costs at Taiwan Semiconductor Manufacturing Company's Arizona plant.
Prices for Nvidia's GeForce RTX 5090 jumped more than 10%, from NT$90,000 to NT$100,000 ($2,966 to $3,295). Other RTX 50-series GPUs rose 5–10%, while H200 and B200 datacenter modules climbed 10–15%, according to supply chain sources cited by Digitimes Taiwan.
The company expects fiscal Q1 2025 revenue to reach $43 billion, up from $39.3 billion in the prior quarter, signaling approximately 65% year-over-year growth.
Nvidia took a $5.5 billion revenue loss after the U.S. blocked shipments of its H20 chips to China. To preserve margins, the company authorized board partners to mirror official price hikes.
Despite the disruption, demand for AI chips from cloud providers remains strong. Analysts expect Nvidia's quarterly results due in late May to align with prior guidance and show “excellent profit performance.”
Investors will be watching to see whether AI-related demand can continue to offset geopolitical headwinds and higher production costs.
