American tech giant Nvidia has once again broken financial records, solidifying its dominance in the graphics processor market. Simultaneously, HP is sounding the alarm about an unprecedented increase in personal computer production costs, resulting from drastic RAM price hikes. Against the backdrop of financial successes, geopolitical tensions are mounting as the Chinese laboratory DeepSeek has halted the release of its latest AI models to American chip manufacturers, seen as retaliation for the White House's export restrictions.

Nvidia's Record Profits

The company recorded a record quarter thanks to enormous demand for chips for training AI models, which calmed the financial markets.

Cost Crisis at HP

RAM accounts for 35% of the cost of building HP computers, forcing the company to lower its financial forecasts.

DeepSeek's Retaliation

The Chinese laboratory is blocking access to its AI technologies for US companies in response to technological sanctions.

Expansion into Laptops

Nvidia plans to enter the market for processors for portable computers, directly competing with Intel and AMD in 2026.

Nvidia Corporation published its financial results for the last quarter of 2025, which once again exceeded analysts' expectations, confirming unabated demand for the infrastructure essential for the development of artificial intelligence. Investors welcomed the data with relief, having previously feared a slowdown in the AI sector. The company not only maintained its margins but also announced an expansion into the laptop processor market, planning to challenge the current leaders—Intel and AMD. Nvidia's new processors are set to appear in Dell and Lenovo devices in the first half of 2026. Completely different sentiments prevail in the computer hardware manufacturing sector. HP has lowered its profit forecasts for the upcoming fiscal year, pointing to a critical situation in the component market. According to the company's management, RAM costs now account for as much as 35% of the total material cost of producing a computer, destabilizing profitability and forcing retail price increases. Analysts emphasize that such a high share of a single component in the cost structure is a phenomenon unseen in the last decade. Since the crisis triggered by the pandemic in 2020, global semiconductor supply chains have become a key element of national security for major powers, and access to the latest lithography determines a country's technological advantage.In the geopolitical sphere, the conflict over AI technology is escalating. The Chinese laboratory DeepSeek made an unprecedented decision to refuse to make its latest models available to American companies, including Nvidia. This is a clear response to the restrictive US export policy. The US export control authority confirmed that not a single unit of the latest H200 chip has reached China to date. Simultaneously, the Washington administration is investigating reports that Chinese entities are training their models on these chips, circumventing the embargo through intermediaries or cloud services. „China has not yet received any Nvidia H200 chips. We are enforcing our export controls with the utmost severity to protect national security.” — US Government Representative

Mentioned People

  • Jensen Huang — CEO of Nvidia, responsible for the company's strategy to expand into the consumer processor market.