Nvidia Shares Slide on Rumors of Next-Year GPU Price Jumps

This article first appeared on GuruFocus.

Shares of Nvidia (NASDAQ:NVDA) slipped on Monday after reports said multiple semiconductor companies plan GPU price increases in early 2026.

Multiple outlets reported AMD would raise prices next month, followed by Nvidia a month later. Reports suggested AMD may add roughly $10 for each 8GB of VRAM, meaning cards with 8GB to 24GB could see increases of about $10 to $30. Nvidia’s timing and magnitude remain unclear.

Investors sold into the headlines. NVDA shares slid about 1.2%.

Analysts said the moves reflect cost pressures from rising memory prices as AI data-center demand lifts component demand. Modest price lifts could help protect supplier margins, they said, but significant pass-through risks that would dent demand appear limited for now.

Traders will be watching company statements, channel inventories and guidance in coming weeks to gauge whether the reported increases are real or just preliminary vendor pricing plans. Market reaction could shift once firms confirm.