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.
View attachment 835463
Click to expand...
"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
View attachment 361480
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
Click to expand...
Ahh the good ol' days...
 
193.png


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.
Click to expand...

“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.“
Click to expand...
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.“
Click to expand...


: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.“
Click to expand...
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...
Click to expand...
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.
 
Last edited:
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.
Click to expand...
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.
Click to expand...
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.

1794647756240.png


The WSJ via Wccftech, what a fucking joke.
 
ZeroBarrier said:
They use reportedly because they lack any verifiable proof
Click to expand...
Something like the 125 billion back stop deal with OpenAI (that Nvidia, BlackRock, Blackstone, Goldman sach and others has well, it was a large group) is not some alleged or rumours or conspiracy.

Nvidia own SEC, filling (which always included absolutely everything in that WSJ article):
https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm
Item 1.01. Entry into a Material Definitive Agreement

On August 17, 2026, NVIDIA Corporation (“NVIDIA”) announced a multi-year partnership with SB Energy Corp. (collectively with its affiliates, “SB Energy”) to advance the development of the PORTS Technology Campus, a large-scale AI data center campus in Pike County, Ohio (the “Portsmouth Site”). Through the partnership and the credit support described below, NVIDIA has secured land, power, and shell capacity at the Portsmouth Site to host NVIDIA AI compute infrastructure. An affiliate of OpenAI Group PBC (such affiliate, “OpenAI”) will be the tenant.

Residual Value Guaranties

On August 17, 2026, NVIDIA entered into multiple residual value guaranties (collectively, the “Agreements”) with SB Energy (the “Lessor”) relating to leases for approximately 4.25 gigawatts of IT load in the aggregate at the Portsmouth Site. An Agreement generally will become effective upon commencement of the applicable lease. NVIDIA also can provide credit support to secure approximately an additional 3.8 gigawatts at the Portsmouth Site, exercisable in its sole discretion.

NVIDIA’s aggregate payment obligation is cumulatively capped at $105 billion for its initial commitment under the Agreements. NVIDIA’s payment obligations are subject to specified conditions, including among other things, that the Lessor has satisfied applicable ready-for-service conditions under the lease for the relevant premises, expected beginning in 2028.

Nothing in the actual WSJ article, was not vastly well known already and has it happened, without anything secret here, they just want to make it sound like news for content, the TPU version of it has a whole new take, no where in the WSJ article mention nothing about artificial scarsity or maintaining perception of high demand or anything about any oversupply, everyone understand OpenAI has a real need for compute and use for compute, but did not had the cash for its need and needed help and needed level of capitals than the traditionnal VC ecosystem (made for 50 millions to 5 billions round of salary and office, not 100+ billions giant infrastructure world) was not build for and that why it is the people with giant money doing it.
 
At one point they would start making click-bait:, AMD reportedly promised to give its own company to the AI companies unable to afford its GPUs as if it was news....
 
Prince Valiant said:
If enough people get priced out then it won't be worth developing games which need powerful cards :barefoot:.
Click to expand...
With all of the squirming over 5090s becoming unaffordable/unavailable, I hadn't really thought about that aspect of it...but of course the gloomers and doomers here would say that AAA games will continue to be made - you'll just be forced to stream them "and like it."

It has been a constant assault of bad news for months now, and I'm tired boss.

The good news for me, at least, is that I don't find much enjoyment in modern AAA titles. With notable exceptions like Indiana Jones AtGC, the Silent Hill 2 remake, Alien Isolation 2 and a handful of others, I find most of them to be soulless open-world collectathons or flops with GenZ writing/"humor" or forced diversity (tons of old games did diverse characters well; the modern writing and portrayal of many characters makes them so cringey), bland and repetetive gameplay that usually lasts waaayyy too long due to filler, etc. There aren't really that many games I want that would actually benefit from my 4090. The vast majority are indie, AA, and retro titles. Most of the legendary studios we grew up loving are either gone/dissolved/shuttered, or exist in name only these days.

Plus, we're living in a golden age of prevouisly console-exclusive games becoming playable on PC without resorting to emulation. Thanks to ports, decomps, and recomps you can now play tons of Nintendo, Sony and MS games that never saw a PC release.

I want to plan for the doomers' worst case scenario - no more discrete GPUs being made period (so not even low/midrange cards from Nvidia and AMD being available) - and subscriptions for everything!!!

I've already said I'll never resign to streaming, and I won't. I've switched to GOG as my platform of choice (when possible) and I can happily game on a modern iGPU if it comes down to it, although there are still millions of capable GPUs in circulation that will continue to be used and resold for years, in addition to any new GPUs that will be produced (even if they're not the flagships we're used to).

This whole era where folks are panicking and having to buy expensive doo-dads to protect their special snowflake GPUs from burning down and triggering an insurance claim...if that and GamePass are the future of modern gaming, I'll eagerly go in the other direction.
 
Last edited:
The part that worries me most is what this means for regular gamers in the long run. Even if GPU production continues, there's no guarantee consumer cards will get the priority or pricing they used to. I can live without chasing the latest flagship, but I don't want a future where decent PC gaming becomes a luxury or streaming is the only alternative.
 
My gut tells me that with the state of games and hardware scarcity, that people will start playing older games with better performance and also as a side effect realize how older games are actually more fun to play. Kinda like the sales of physical media is making a come back because people are tired of streaming services.
 
"RTX 5090 returns to Newegg inventory, ASUS model listed for $6,249
NVIDIA’s GeForce RTX 5090 is becoming easier to find at US retailers after weeks of limited availability and rising prices. Newegg currently lists several models from ASUS, GIGABYTE and MSI for immediate purchase, with multiple..."

Source: VideoCardz.com
https://videocardz.com/newz/nvidia-...t-us-retailers-now-available-for-just-3x-msrp

1794681774827.png


"Newegg's RTX 5090 Restock Starts at $6,599, More Than Triple the MSRP​

by DrUsmanSaleem Today, 19:04 Discuss (5 Comments)
Newegg has restocked some GeForce RTX 5090 variants, but the cheapest RTX 5090 sold directly by Newegg at the time of writing is the GIGABYTE AORUS RTX 5090 Xtreme Waterforce at $6,599.99, about 3.3 times NVIDIA's $1,999 MSRP. The restock includes a handful of ASUS, GIGABYTE, and MSI models as first-party listings that ship from Newegg itself rather than from marketplace sellers. The AORUS Master ICE goes for $6,759.99, while MSI's Gaming Trio OC, Ventus 3X OC, and Suprim Liquid SOC all sit at $6,999.99. An ASUS ROG Astral RTX 5090 OC was reportedly listed for $6,249.99 as well, but it has already sold out. The current ROG Astral RTX 5090 OC listing is at $9,490 instead.

As ridiculous as those prices are, they're actually lower than what the card was going for a few weeks ago. TechSpot's October survey put the cheapest in-stock RTX 5090 in the US at $9,400 at that time, and most models sat comfortably above $11,000. Supply has been tight since early October, when leakers claimed NVIDIA had stopped allocating GB202 silicon to the RTX 5090 in favor of RTX PRO workstation cards, and Micro Center also dropped the card from its catalog shortly after. NVIDIA denied the card was discontinued but admitted supply is constrained. However, an unnamed board partner later said it can't currently order GB202 and GDDR7 as a set, or place backorders like before."
 
Last edited:
mullet said:
My gut tells me that with the state of games and hardware scarcity, that people will start playing older games with better performance and also as a side effect realize how older games are actually more fun to play. Kinda like the sales of physical media is making a come back because people are tired of streaming services.
Click to expand...
they also may of missed out on older hidden gems, there's a lot of games

could be fun to find some classics
 
mullet said:
My gut tells me that with the state of games and hardware scarcity, that people will start playing older games with better performance and also as a side effect realize how older games are actually more fun to play. Kinda like the sales of physical media is making a come back because people are tired of streaming services.
Click to expand...
I've started playing some stuff out of my massive steam backlog. Played the system shock remake, and the system shock 2 remaster. Had more fun with those than any modern game in years.
 
Lateralus said:
Plus, we're living in a golden age of prevouisly console-exclusive games becoming playable on PC without resorting to emulation. Thanks to ports, decomps, and recomps you can now play tons of Nintendo, Sony and MS games that never saw a PC release.
Click to expand...
Yeah, except they're trying to crack down on that also.
 
Beaver LongTail said:
"RTX 5090 returns to Newegg inventory, ASUS model listed for $6,249
NVIDIA’s GeForce RTX 5090 is becoming easier to find at US retailers after weeks of limited availability and rising prices. Newegg currently lists several models from ASUS, GIGABYTE and MSI for immediate purchase, with multiple..."

Source: VideoCardz.com
https://videocardz.com/newz/nvidia-...t-us-retailers-now-available-for-just-3x-msrp

View attachment 837101

"Newegg's RTX 5090 Restock Starts at $6,599, More Than Triple the MSRP​

by DrUsmanSaleem Today, 19:04 Discuss (5 Comments)
Newegg has restocked some GeForce RTX 5090 variants, but the cheapest RTX 5090 sold directly by Newegg at the time of writing is the GIGABYTE AORUS RTX 5090 Xtreme Waterforce at $6,599.99, about 3.3 times NVIDIA's $1,999 MSRP. The restock includes a handful of ASUS, GIGABYTE, and MSI models as first-party listings that ship from Newegg itself rather than from marketplace sellers. The AORUS Master ICE goes for $6,759.99, while MSI's Gaming Trio OC, Ventus 3X OC, and Suprim Liquid SOC all sit at $6,999.99. An ASUS ROG Astral RTX 5090 OC was reportedly listed for $6,249.99 as well, but it has already sold out. The current ROG Astral RTX 5090 OC listing is at $9,490 instead.

As ridiculous as those prices are, they're actually lower than what the card was going for a few weeks ago. TechSpot's October survey put the cheapest in-stock RTX 5090 in the US at $9,400 at that time, and most models sat comfortably above $11,000. Supply has been tight since early October, when leakers claimed NVIDIA had stopped allocating GB202 silicon to the RTX 5090 in favor of RTX PRO workstation cards, and Micro Center also dropped the card from its catalog shortly after. NVIDIA denied the card was discontinued but admitted supply is constrained. However, an unnamed board partner later said it can't currently order GB202 and GDDR7 as a set, or place backorders like before."
Click to expand...
And they will probably be bought, just not by gamers.
 
You must log in or register to reply here.
Back
Top