- Rumors from the supply chain suggest Nvidia’s wandered prices for GeForce GPUs
- Blackwell Gaming GPUs could be set to 5% to 10% price increases
- Trump’s new deal with China over Customs has just happened but the rumored hikes could already be in the pipeline
A gloomy cloud of potential price increases is hovering over Nvidia’s GeForce graphics card, despite the news that there has been a climbing with Trump’s duty, which has been a major concern about the pricing of these (and other) GPUs.
Toms Hardware highlighted a report from Digitimes (the Taiwanese site – so remember translation problems from Chinese), which claims NVIDIA recently raised its prices for “almost all its products”, with partners wandering their own prices at the same time.
The report claims to have info from the supply chain over in Asia, which shows that this is the case and that Nvidia faces “more crises” with regard to its overall business, with game graphics cards (GeForce models) affected as well as AI products.
Digitimes gives an example of an ASUS RTX 5090 model that has just risen in price by 10%, while some of Nvidia’s other graphics cards face price increases of between 5%to 10%. The serious business with AI GPUs is hit worse with up to 15% price increases we are told (obviously sprinkle lots of spices with all this).
The causes of this problems include the direct ban on AI GPUs sold to China (which includes RTX 5090, although it is a top-end consumer board, it is also good for AI tasks) as well as the new trading rates of the latest time. On top of that is another point to keep in mind that Nvidia has moved the production of Blackwell (RTX 5000) chips for TSMC’s US factory, which has also inflated costs.
Analysis: Uncertain and turbulent times
It is an unfortunate combination of factors, although, as mentioned, there has just been a development with regard to Trump’s tariffs imposed on China (and vice versa) in the form of a 90-day break (and reduction by 115% for imports in both markets).
But if the above scraped from the supply chain is true, these price increases are already in the system. In other words, they still potentially come through to increase the prices of game graphics card anyway. There is still a lot of uncertainty about where these trade wars are also going in the near future, despite this undoubted positive bit of relief to the situation.
Furthermore, tariffs are not the only element of this award equation because there are also the cost of Nvidia that reject its production plans for Blackwell GPUs. More wide, Nvidia’s graphics card remains difficult to find – at least anywhere near their recommended prices – and it doesn’t feel like this situation will soon turn.
However, we have some hope for the future. When production disorders settle and if trading tariffs are addressed with longer term positive policies to solve the US-China fight, we should start to see GPU prices improved. However, there is still a way to go before I start to feel more optimistic about this.
Meanwhile, AMD will hopefully attack with competitive prices when its rumor RX 9060 XT graphics cards are beating up (theoretically) just over a week. However, there is speculation that Team Red may not go as low as I ideally would like with these RDNA 4 GPUs. What about Nvidia’s current pricing, there is not much pressure to drive AMD to think of more affordable price tags even of course. (We do not lack rumors of that effect, unfortunately – but we would take them with a fist salt, to be fair).
