GPU prices — is the worst behind us ?

MooCow said:
Everytime I see this thread bumped up, I get more depressed. I really thought this would have been a 5 page thread at most.
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"There is no end in sight for the GPU supply problem
AI data centers are gobbling up memory as fast as it's manufactured.

As companies push all their chips into the AI basket, GPU makers are shifting their resources to support the boom. The resulting memory shortage has had dire consequences for the consumer tech industry: Component prices are skyrocketing, supplies are dwindling, and everyday consumers are left holding the bag."

Read More: https://www.engadget.com/2309554/gpu-supply-problem-no-end-in-sight/
 
Marees said:
A look at the current graphics card market reveals a development that can now be called clearly positive compared to two weeks ago. — as per an analysis by 3dCenter.org of GPU prices
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The question that arises from this is, of course, how sustainable this development is - or whether this would not simply level out the additional price exaggerations from mid-May and then nothing further (downwards). The delivery quantities cautiously speak a different language, apparently now substantially more goods are arriving. This was indicated by a tweet from VideoCardz during the week . Of course, everything now depends on whether these delivery quantities of the completed week can subsequently become permanent. Only then can the mountain of demand that has been pent up for several months be removed - which will then break out as soon as street prices drop to a reasonably tolerable levelshould .

3DCenter.org (@3DCenter_org) Tweeted:

https://twitter.com/3DCenter_org/status/1399312198489411590?s=20
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Ahh the good ol' days...
 
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https://videocardz.com/newz/nvidia-...aunch-brings-back-16gb-model-over-gddr7-costs
 
El_Capitan said:
Well, that's a bummer... but except for a few games, it doesn't really need it.
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“AMD Reportedly Cuts Gaming GPU Supply in China by Up to 50%​

by DrUsmanSaleem Today, 14:14 Discuss (2 Comments)
AMD has reportedly cut its gaming GPU supply in China by at least 20% to 50% since the start of the fourth quarter in October. According to a November 12 post on Board Channels spotted by Videocardz, AMD's shortage is now comparable to NVIDIA's, with very few gaming chips going to add-in board (AIB) partners. Their monthly allocations are apparently still shrinking, and the source expects supply to remain extremely tight until January.

The same source describes Radeon prices in China climbing every quarter, with smaller increases month to month within each quarter, and puts that down to rising memory and GPU costs. AMD is reportedly raising the price of its GPU and GDDR6 kits again this month, after an earlier increase in October. Things aren't much better on the green side either, with an NVIDIA partner saying in late October that it couldn't buy RTX 5090 GPU and GDDR7 kits anymore, while RTX 5090 and 5080 prices continue to skyrocket. Graphics cards were already selling 44% above MSRPon average in October, so a smaller pool of Radeon cards is unlikely to help matters.“
 
erek said:

“AMD Reportedly Cuts Gaming GPU Supply in China by Up to 50%​

by DrUsmanSaleem Today, 14:14 Discuss (2 Comments)
AMD has reportedly cut its gaming GPU supply in China by at least 20% to 50% since the start of the fourth quarter in October. According to a November 12 post on Board Channels spotted by Videocardz, AMD's shortage is now comparable to NVIDIA's, with very few gaming chips going to add-in board (AIB) partners. Their monthly allocations are apparently still shrinking, and the source expects supply to remain extremely tight until January.

The same source describes Radeon prices in China climbing every quarter, with smaller increases month to month within each quarter, and puts that down to rising memory and GPU costs. AMD is reportedly raising the price of its GPU and GDDR6 kits again this month, after an earlier increase in October. Things aren't much better on the green side either, with an NVIDIA partner saying in late October that it couldn't buy RTX 5090 GPU and GDDR7 kits anymore, while RTX 5090 and 5080 prices continue to skyrocket. Graphics cards were already selling 44% above MSRPon average in October, so a smaller pool of Radeon cards is unlikely to help matters.“
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its gonna get worse, before it gets...
 

“NVIDIA Allegedly Engineered Scarcity By Funding AI Startups To Buy Its GPUs​

by Cpt.Jank Today, 15:31 Discuss (1 Comment)
Following the departure of now-former NVIDIA CEO, Jensen Huang, a new report by The Wall Street Journal (via Wccftech) has emerged alleging that NVIDIA artificially inflated the ongoing GPU and memory shortage by investing in AI startups that would go on to buy NVIDIA GPUs and build data centers. The reason behind this was to maintain the perception of ongoing high demand and to move an oversupply of semiconductors from TSMC.

The WSJ report cites an August meeting between Huang and his senior finance team, including NVIDIA's CFO and acting CEO, Colette Kress, during which Kress pushed for a reduction in circular financing agreements, in response to which Huang allegedly lay into Kress, calling her a "deer in the headlights," after she had pushed to scale back NVIDIA's $250 billion deal with OpenAI. Jensen's push for further investment into small-scale cloud providers was seemingly in response to the changing tide that saw AI hyperscalers move away from off-the-shelf components in favor of custom solutions.“
 
erek said:

“NVIDIA Allegedly Engineered Scarcity By Funding AI Startups To Buy Its GPUs​

by Cpt.Jank Today, 15:31 Discuss (1 Comment)
Following the departure of now-former NVIDIA CEO, Jensen Huang, a new report by The Wall Street Journal (via Wccftech) has emerged alleging that NVIDIA artificially inflated the ongoing GPU and memory shortage by investing in AI startups that would go on to buy NVIDIA GPUs and build data centers. The reason behind this was to maintain the perception of ongoing high demand and to move an oversupply of semiconductors from TSMC.

The WSJ report cites an August meeting between Huang and his senior finance team, including NVIDIA's CFO and acting CEO, Colette Kress, during which Kress pushed for a reduction in circular financing agreements, in response to which Huang allegedly lay into Kress, calling her a "deer in the headlights," after she had pushed to scale back NVIDIA's $250 billion deal with OpenAI. Jensen's push for further investment into small-scale cloud providers was seemingly in response to the changing tide that saw AI hyperscalers move away from off-the-shelf components in favor of custom solutions.“
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:mad:
 
erek said:

“NVIDIA Allegedly Engineered Scarcity By Funding AI Startups To Buy Its GPUs​

by Cpt.Jank Today, 15:31 Discuss (1 Comment)
Following the departure of now-former NVIDIA CEO, Jensen Huang, a new report by The Wall Street Journal (via Wccftech) has emerged alleging that NVIDIA artificially inflated the ongoing GPU and memory shortage by investing in AI startups that would go on to buy NVIDIA GPUs and build data centers. The reason behind this was to maintain the perception of ongoing high demand and to move an oversupply of semiconductors from TSMC.

The WSJ report cites an August meeting between Huang and his senior finance team, including NVIDIA's CFO and acting CEO, Colette Kress, during which Kress pushed for a reduction in circular financing agreements, in response to which Huang allegedly lay into Kress, calling her a "deer in the headlights," after she had pushed to scale back NVIDIA's $250 billion deal with OpenAI. Jensen's push for further investment into small-scale cloud providers was seemingly in response to the changing tide that saw AI hyperscalers move away from off-the-shelf components in favor of custom solutions.“
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Yeah, nothing about this "AI" push ever made sense. But now it does.
 
undertaker2k8 said:
7Instead Of Lowering GPU Prices, Former NVIDIA CEO Jensen Huang Reportedly Financed AI Startups To Absorb Excess Silicon, Shattering The Shortage Perception https://share.google/XzCkOL8uCFPf42Ihi

It's darkest before dawn...
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Not sure why they use reportedly, it is not like it was any secret or anything in this article give any new information, back stopping-investing-financing neo cloud to keep an competition of hyperscaler alive was a very public Nvidia strategy and has been talked about for years.
 
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undertaker2k8 said:
7Instead Of Lowering GPU Prices, Former NVIDIA CEO Jensen Huang Reportedly Financed AI Startups To Absorb Excess Silicon, Shattering The Shortage Perception https://share.google/XzCkOL8uCFPf42Ihi

It's darkest before dawn...
Click to expand...
NVIDIA Allegedly Engineered Scarcity By Funding AI Startups To Buy Its GPUs
Following the departure of now-former NVIDIA CEO, Jensen Huang, a new report by The Wall Street Journal (via Wccftech) has emerged alleging that NVIDIA artificially inflated the ongoing GPU and memory shortage by investing in AI startups that would go on to buy NVIDIA GPUs and build data centers. The reason behind this was to maintain the perception of ongoing high demand and to move an oversupply of semiconductors from TSMC.
 
kac77 said:
NVIDIA Allegedly Engineered Scarcity By Funding AI Startups To Buy Its GPUs
Following the departure of now-former NVIDIA CEO, Jensen Huang, a new report by The Wall Street Journal (via Wccftech) has emerged alleging that NVIDIA artificially inflated the ongoing GPU and memory shortage by investing in AI startups that would go on to buy NVIDIA GPUs and build data centers. The reason behind this was to maintain the perception of ongoing high demand and to move an oversupply of semiconductors from TSMC.
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https://hardforum.com/threads/gpu-prices-is-the-worst-behind-us.2010906/post-1046407846
 
LukeTbk said:
Not sure why they use reportedly, it is not like it was any secret or anything in this article give any new information, back stopping-investing-financing neo cloud to keep an competition of hyperscaler alive was a very public Nvidia strategy and has been talked about for years.
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They use reportedly because they lack any verifiable proof and are just repeating the same conspiracy theories that have been beaten to death in forums and reddit. I don't pay any mind to online "journalists" pumping out click-bait op-ed pieces anymore. Either come out with proof or piss off.

And before the usual suspects start applying labels, I don't think the whole GPU/AI debacle is legit, but I also don't prescribe to bullshit click-bait either.

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The WSJ via Wccftech, what a fucking joke.
 
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