Huawei Hikes AI Chip Prices 60% to Match Nvidia's B200
NVDA sits 35% above its 52-week low of $164.27.
Summary
Huawei has raised prices on its most advanced AI accelerators by 60% to 250,000 yuan ($37,300) per Ascend 950DT, explicitly aligning with Nvidia's B200 pricing. The move signals that demand for AI chips continues to outstrip supply, even as Huawei faces production constraints from limited high-bandwidth memory. For Nvidia, this validates its premium pricing power and suggests competitors are following its lead rather than undercutting. Cambricon is also raising prices by up to 30%, reinforcing the industry-wide supply tightness. This follows Nvidia's Q2 FY27 report showing Data Center revenue up 117% and supply commitments surging to $279B. Watch for any Nvidia response on pricing or supply allocation in upcoming earnings or product announcements.
At the time of this announcement, NVDA was trading at $221.93 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.4T. The 52-week trading range was $164.27 to $236.54. This news item was assessed with neutral market sentiment and an importance score of 7 out of 10. Source: Seeking Alpha.