Overview
- Reports from late July say Nvidia told its board partners it has raised prices for GPU+memory kits by about 20–30 percent, a third supplier-side increase this year.
- The kit hike covers both GDDR6 and GDDR7 bundles used across the GeForce line and is likely to push AIB partners to raise retail card prices because partners typically cannot absorb the added cost.
- AMD has notified partners it will implement at least a roughly 10 percent increase in its GPU+memory kit pricing next month, signaling a broader industry passthrough of higher memory costs.
- Distributors and retailers in China are already showing sharp price jumps, reduced listings, and reluctance to sell, producing immediate scarcity and higher consumer prices on many RTX 50‑series models.
- Memory suppliers including Samsung warn the shortage will persist into 2027–2028 as manufacturers reallocate capacity to HBM for AI datacenters, which could keep GPU prices elevated and shrink lower‑margin consumer SKUs.