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$NVDA Said to be mulling to raise the price of H20 by 18% to maintain stable gross profit margin; Such increase would higher than the "profit sharing ratio", which means that Nvidia will pass on the cost to the mainland AI server supply chain - Taiwanese press (Nvidia
NVIDIA is planning to raise the prices of its H20 AI chips by up to 18% to maintain its gross margins, which were reportedly affected by the revenue share deal. https://t.co/d16nC3ACqC
Jeff Pu of Hong Kong’s GF Securities has downgraded AMD, citing that the company has implemented order cuts #MacroEdge
Nvidia is considering an 18% price increase for its H20 AI chips to maintain stable gross profit margins amid increased costs associated with a revenue-sharing arrangement with the Trump administration. This potential price adjustment would exceed the profit-sharing ratio and is expected to impact Nvidia's customers in the Chinese AI server supply chain. The information originates from an August 16 report by Gene Munster, co-founder of Deepwater Asset Management, and has been cited by multiple media outlets and industry sources. Meanwhile, Jeff Pu of Hong Kong’s GF Securities has downgraded AMD, citing order cuts, indicating challenges within the semiconductor sector.
