A new Digitimes report suggests Nvidia has "encountered multiple crises" with its supply chain, which, when combined with a reported loss of $5.5 billion and bans on H20 chips to China, means it has to raise fees on its products. Those price raises are hitting partners of Nvidia, who will then decide to enact any changes based on the sum they pay, and that could have a knock-on effect on the prices customers see on the shelves.
As the report notes, recent AI chip restrictions in China have already resulted in price hikes previously, with RTX 50-series cards seeing an increase of 5-10%, and GPUs for servers were raised by 10-15%. Some of this price rise would be speculative, with companies and individuals buying en masse, due to fears of not being able to purchase them in the future. This then increases short-term demand, which results in a price increase.
