And that private equity is pulling off the same shit that they did with the housing market - buy up the global silicon waver production so costs go up, rent it back to you while externalizing costs for the data centers and electricity. This goes hand in hand with NVidia and the likes extracting money from the Pentagon and getting tax breaks, externalizing costs further. This is not about building your PC anymore, we are just the first ones to feel it - memory is in fucking everything, and it’s a market that’s easily cornered if you have a lot of money to throw around because of limited production capability.
It’s not a dig against Nvidia, imo. All companies do this if they can. AMD siphoned off chips for enterprise from both cpu and gpu, because the premiums you can charge are so much higher.
GTX 750 Ti was an absolute champ even for playing games at 1440p, and I would argue the GTX 1060/1050 were worth spiritual successors.
20 years ago you’re looking at an MX440, over AGP if you were lucky.
In think they had many market segments covered, even with their Shield products.
It’s clear that where they are going, tech enthusiasts/consumers won’t sustain them, though. They will have to overextend themselves in Corpo bullshit, and either behind just another nightmare conglomerate, or die trying.
Ford just shut down the new lightning factory to make batteries for datacenters instead. It’s just a great way to make sure prices keep going up. Create a scarcity and sell at extra markup.
CEOs are obliged to act in the best interests of the company (as opposed to shareholders, which I stated previously). 99.99% of the time, that means increase market share, revenue and margins while cutting costs as close to the bone as possible.
Their justification is basically that the RAM shortage is going to drive up prices and drive down consumer demand, which is probably right. The companies building data centers don’t seem to be so price sensitive
Didn’t stop my brother from buying his wife a 5060ti build for sketchup. I suggested he give her his 4070ti and use a 9070xt instead because why buy a garbage card and… nope… nvidia only. I literally said “You could go with amd and just give her the 4070ti” and he literally replied with “fuck no U_U”
Eventually nvidia will make mistakes and probably end up like intel on the consumer side, but I have a coworker I just helped with a build who refused to even consider AMD even after the intel catastrophe, she’s too much of a brand loyalist (not at all a gamer, IT infrastructure worker.)
People have shit on AMD for so long and to be fair for a while AMD really was behind, but it feels like the script has flipped and the people in my circles haven’t realized it. I know the overall consumer market has been going towards amd processors but I just don’t see AMD winning on the graphics front.
Guessing we’ll see AMD keep nvidia grounded on gpu prices to an extent though since AMD doesn’t really have much market share in the AI/ML space but they’ll certainly allow for more price inflation since it inflates their margin.
Their rocm driver stack for computing isn’t as good as CUDA, but they’re closing the gap year after year. Their open GPU drivers on linux are far superior to Nvidia
I just switched from an RTX 3070ti to an RX 9070XT and I stopped getting weird graphics glitches constantly. Nvidia drivers have gotten worse than AMD drivers over the years, even on Windows
The is my sentiment exactly. This is a perfect opportunity for China to step in to the market with arm computers. And just at the right time when valve is investing heavily in running windows games in ARM. Unsurprising for American vendors to step on their dicks and shoot themselves on the foot out of sheer arrogance.
Yes, or better yet, RISC-V, it’s within spitting distance of viability, China could push it over the line. Pretty sure Valve would get on board, they’re pretty good at porting proton now. If they can get modern DRAM (e.g. DDR7 or HBM) fab going, to the moon (perhaps literally ;). Likely simpler than CPU for first gen EUV.
It’s on baby, at least in 2028 ITA. (I hope sooner, they’re talking about a HBM graphics card next year elsewhere (likely manufactured at TSMC tho), so they know what to do with it once it works. and given the current situation I expect China to just thrrow money at the project, it’d be a huge win)
Doesn’t really work with fancy computer stuff. The supply lines are too long. There are like a dozen factories on earth that can make modern good computer. Less, I think
It does not work that way. AMD is mostly in the customised hardware business (PlayStation, Steamdeck, etc.) and they are just selling knockoff products in the GPU space because they just make some money on the side. You may hate Nvidia for the VRAM gimping, trash drivers, bad vision for computer graphics, but at least they have a clear and vision, even if that vision is blurry, temporally smeared graphics. Nvidia is actually doing something smart. It basically tells developers “you can save time and money with our stuff” and once everyone uses it, people are forced to buy their GPUs, because everything exclusively runs on CUDA, this happened in the productivity and machine learning spaces. Intel and AMD just follow said vision with the machine learning infestation of computer generated graphics. AMD’s bets were failures in the past. Intel cannot afford risks right now. So no wonder they’re now just doing whatever Nvidia does minus 100€. That’s the problem with computing. Good luck competing with them. That’s also why EU companies like Infineon or STMicroelectronics, NXP Semiconductors just don’t. Because while they have deep pockets, not that deep to force themselves into it. Maybe once the bubble pops and Nvidia goes the way of IBM, maybe then. One can hope.
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Nvidia is cutting back on consumer market significantly, primarily selling to commercial entities
And that private equity is pulling off the same shit that they did with the housing market - buy up the global silicon waver production so costs go up, rent it back to you while externalizing costs for the data centers and electricity. This goes hand in hand with NVidia and the likes extracting money from the Pentagon and getting tax breaks, externalizing costs further. This is not about building your PC anymore, we are just the first ones to feel it - memory is in fucking everything, and it’s a market that’s easily cornered if you have a lot of money to throw around because of limited production capability.
It’s not a dig against Nvidia, imo. All companies do this if they can. AMD siphoned off chips for enterprise from both cpu and gpu, because the premiums you can charge are so much higher.
$3200 for a 5090 or $22,000 for an H200
The choice is clear but Nvidia was created by the low-end and enthusiast GPU market…
True, but honor and loyalty are worthless to a corp.
Nvidia has almost never given a shit about the low end market. They haven’t made a good low end GPU in like 20 years.
GTX 750 Ti was an absolute champ even for playing games at 1440p, and I would argue the GTX 1060/1050 were worth spiritual successors.
20 years ago you’re looking at an MX440, over AGP if you were lucky.
In think they had many market segments covered, even with their Shield products.
It’s clear that where they are going, tech enthusiasts/consumers won’t sustain them, though. They will have to overextend themselves in Corpo bullshit, and either behind just another nightmare conglomerate, or die trying.
Ford just shut down the new lightning factory to make batteries for datacenters instead. It’s just a great way to make sure prices keep going up. Create a scarcity and sell at extra markup.
Corpos gonna corpo.
They are legally obliged to.
Good news! Legality doesn’t mean much in the US anymore!
Bad news! They’re taking it so far the other way it’s even worse!
Maybe that’s just something they say, maybe not, if not laws need to change, if so they need reining in.
CEOs are obliged to act in the best interests of the company (as opposed to shareholders, which I stated previously). 99.99% of the time, that means increase market share, revenue and margins while cutting costs as close to the bone as possible.
Their justification is basically that the RAM shortage is going to drive up prices and drive down consumer demand, which is probably right. The companies building data centers don’t seem to be so price sensitive
Leaves a void for competition fill a need.
Stupid on their part honestly.
lol what competition.
I have amd but trying to convince anybody that AMD is just as good is impossible.
AMD is actually better now considering there’s a very high chance Nvidia is vibe coding their drivers.
I agree.
Didn’t stop my brother from buying his wife a 5060ti build for sketchup. I suggested he give her his 4070ti and use a 9070xt instead because why buy a garbage card and… nope… nvidia only. I literally said “You could go with amd and just give her the 4070ti” and he literally replied with “fuck no U_U”
Eventually nvidia will make mistakes and probably end up like intel on the consumer side, but I have a coworker I just helped with a build who refused to even consider AMD even after the intel catastrophe, she’s too much of a brand loyalist (not at all a gamer, IT infrastructure worker.)
People have shit on AMD for so long and to be fair for a while AMD really was behind, but it feels like the script has flipped and the people in my circles haven’t realized it. I know the overall consumer market has been going towards amd processors but I just don’t see AMD winning on the graphics front.
Guessing we’ll see AMD keep nvidia grounded on gpu prices to an extent though since AMD doesn’t really have much market share in the AI/ML space but they’ll certainly allow for more price inflation since it inflates their margin.
I’m strongly considering selling my 4070 super and picking up a 9070xt. I’m sick to death of NVidia and their garbage. Hope they fucking bankrupt.
Their rocm driver stack for computing isn’t as good as CUDA, but they’re closing the gap year after year. Their open GPU drivers on linux are far superior to Nvidia
That’s exactly my point?!
There is currently none, but now they are opening up a void to allow one in.
I just switched from an RTX 3070ti to an RX 9070XT and I stopped getting weird graphics glitches constantly. Nvidia drivers have gotten worse than AMD drivers over the years, even on Windows
The is my sentiment exactly. This is a perfect opportunity for China to step in to the market with arm computers. And just at the right time when valve is investing heavily in running windows games in ARM. Unsurprising for American vendors to step on their dicks and shoot themselves on the foot out of sheer arrogance.
Yes, or better yet, RISC-V, it’s within spitting distance of viability, China could push it over the line. Pretty sure Valve would get on board, they’re pretty good at porting proton now. If they can get modern DRAM (e.g. DDR7 or HBM) fab going, to the moon (perhaps literally ;). Likely simpler than CPU for first gen EUV.
ETA: Ask and ye shall receive, China’s EUV prototype https://www.heise.de/en/news/Report-China-is-said-to-have-a-functioning-EUV-lithography-system-11121936.html
It’s on baby, at least in 2028 ITA. (I hope sooner, they’re talking about a HBM graphics card next year elsewhere (likely manufactured at TSMC tho), so they know what to do with it once it works. and given the current situation I expect China to just thrrow money at the project, it’d be a huge win)
It doesn’t, because there is no excess of parts. Nearly the chips are already going to nvidia.
Doesn’t really work with fancy computer stuff. The supply lines are too long. There are like a dozen factories on earth that can make modern good computer. Less, I think
It does not work that way. AMD is mostly in the customised hardware business (PlayStation, Steamdeck, etc.) and they are just selling knockoff products in the GPU space because they just make some money on the side. You may hate Nvidia for the VRAM gimping, trash drivers, bad vision for computer graphics, but at least they have a clear and vision, even if that vision is blurry, temporally smeared graphics. Nvidia is actually doing something smart. It basically tells developers “you can save time and money with our stuff” and once everyone uses it, people are forced to buy their GPUs, because everything exclusively runs on CUDA, this happened in the productivity and machine learning spaces. Intel and AMD just follow said vision with the machine learning infestation of computer generated graphics. AMD’s bets were failures in the past. Intel cannot afford risks right now. So no wonder they’re now just doing whatever Nvidia does minus 100€. That’s the problem with computing. Good luck competing with them. That’s also why EU companies like Infineon or STMicroelectronics, NXP Semiconductors just don’t. Because while they have deep pockets, not that deep to force themselves into it. Maybe once the bubble pops and Nvidia goes the way of IBM, maybe then. One can hope.