@JensSpahnpasta__dup_9958@feddit.org
Post #74218
2025-12-17 16:40 UTC
Replies (12)
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@Voroxpete__dup_11235@sh.itjust.works 2025-12-17 17:00
Two ways to read this and I think both are somewhat true. Option one; They’re OPEC now. They set the supply, and you bring the demand because you have no other choice. This lets them push prices up, which pushes margins up, and that hopefully props up their insanely inflated share price a little longer. Option two; They’re well aware that demand is going to fall off a cliff soon. We’re already at “Nvidia is paying people to buy their GPUs” and have been for a while. The AI industry can’t afford to keep this train running, and even financial chicanery and circular dealing will only get them so far. Companies are building out data centres with zero plan for how to make any profit from them. When the GPUs they have age out, they’re not gonna buy more, they’re gonna go bankrupt (allowing the banks to sieze the mountain of now worthless three year old burned out GPUs that they used as collateral). And there’s not enough venture capital left for new data centre builds. The genAI financial engine is reaching its peak, and Nvidia doesn’t want to be stuck with a mountain of production that no one wants to buy.
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@claim_arguably@lemdro.id 2025-12-17 17:35
Fuck AI
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@mesamunefire@piefed.social 2025-12-17 17:50
So far we are seeing significant price increases/low availability in: - RAM - SSDs/hard drives - some microcontrollers - phones - and now GPUs I think we are nearing a bit of a technological winter for the consumer market.
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@NotMyOldRedditName@lemmy.world 2025-12-17 18:31
Lemmy headline is misleading and different than original. Original says GeForce gpus which are the consumer ones.
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@RizzRustbolt@lemmy.world 2025-12-17 19:12
The Bubble hungers…
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@DrFistington@lemmy.world 2025-12-17 22:28
So the real question is… Once they’ve kicked the bubble into survival mode, how long before it collapses?
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@unphazed@lemmy.world 2025-12-17 23:40
Remember ever company that cuts consumer production over private ai production. When the bubble pops stick with the companies that remembered consumers are the longterm profit. For the rest, let their shareholders eat them alive as they sell every share from beneath them.
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@Rooty@lemmy.world 2025-12-18 05:33
Gamers, I think it is time that we do the unthinkable. We must actually play our backlog of games.
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@Cocodapuf@lemmy.world 2025-12-18 13:36
Please please please... please Nvidia? Can regular people please still have computers? ... Meh, nevermind. AMD and Intel can have your consumer business, I'm fine with that too. Surely this AI trend isn't a bubble, and there's absolutely no way you'll regret this later. Best of luck.
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@ZILtoid1991@lemmy.world 2025-12-19 07:33
I need to resurrect my open source GPU architecture plans ASAP. Who wants to help me to plan out the VideoDSP shader cores?
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@sprack@lemmy.world 2025-12-19 08:13
Consumer GPU sales are driven by forecasts and orders from channel/OEM partners. If they don’t think consumers will buy a $1000 5070 because RAM prices spiked they sell to the market that will still buy, the 5080/5090. NVIDIAs direct customers in DC market can handle a $500-1000 bump on a $30-50k card more easily and put orders in before the wafers are bought.
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@Liyabuli@lemmy.world 2025-12-19 08:58
Well it is for a good cause of trying to make us all jobless faster.