Blackwell gpus

[Dave2150]

I don't get the issue, Most people keep their cards for 2+ years, I paid a total of £50 interest over the period in which I paid monthly. I really don't get the outrage.

There's a group of people that were raised with the mindset that it's extremely foolish to buy a quickly depreciating asset on credit and to pay interest on it. This mindset is now very rare, as times have changed and it's now much more common to buy depreciating assets on credit.

Though these days it's very easy and normal to get attacked and judged on these forums (and most other places) just for having an opinion or doing a thing. If you buy an Intel CPU for gaming for example, prepare to get strung up!

 

[Dicehunter]

£2499 is the expected price, no surprise at that number. At least it will make getting one on day one easier. Biggest fail was the 3080 launching for $699 during the covid money printing handout era, that will never happen again!

I know a few people in my immediate circle who haven't upgraded GPU's in years and what with Nvidia's ever increasing prices I doubt they ever will.

AMD's RDNA4 looks like a rebadged 7000 series with better RT which is about as exciting as a great danes organic landmine, And Intels B series is kinda meh.

My hope for PC gaming getting better is going down the pan

 

[Noxia]

I know a few people in my immediate circle who haven't upgraded GPU's in years and what with Nvidia's ever increasing prices I doubt they ever will.

AMD's RDNA4 looks like a rebadged 7000 series with better RT which is about as exciting as a great danes organic landmine, And Intels B series is kinda meh.

My hope for PC gaming getting better is going down the pan

Can always get a PS5 Pro and enjoy 60fps on games from last gen.

 

[Rob_B]

..
AMD's RDNA4 looks like a rebadged 7000 series with better RT which is about as exciting as a great danes organic landmine, And Intels B series is kinda meh.
..

Undermine (!) your point by making that sound waaaaaay more interesting than 'dog poo'

People on older cards will just have to go for cheap prior series cards or Intel, it's always been the way, but how these new mega expensive cards affect 2nd hand sales I'm not sure yet.

 

[Ascendancy]

Buying (discretionary) depreciating electronics (that are used by most individual consumers as video game toys) on debt. Holy geez, wow.

Probably a good thing people won't be able to snag one of these on finance at launch.

Credit isn't inherently a bad thing. Depends what the interest is like on the finance and your own personal financial situation.

If it's 0% and you can get 8% sticking your cash elsewhere then finance is a smart choice.

If the interest is 23% APR and you're already struggling to make ends meet, then yeah I probably wouldn't advise it.

Either way, what anyone else does with their money isn't my business. Unless they're buying me a 5090, in which case I say do it.

 

[brostradamus]

i guess jensen needs to find a separate foundry for graphics, the situation doesnt seem to be self correcting
maybe nvidia is ok with a longer upgrade cycle because they have found more lucrative revenue streams

 

[Dicehunter]

i guess jensen needs to find a separate foundry for graphics, the situation doesnt seem to be self correcting
maybe nvidia is ok with a longer upgrade cycle because they have found more lucrative revenue streams

There was an article floating about not so long ago about a theory that Nvidia could eventually exit the gaming segment due to the vast majority of their revenue, And growing, Coming from data centres, AI etc... with gaming really only being pocket change for them.

How likely that is I don't know but stranger things have happened.

 

[brostradamus]

it may or may not happen depending on how intertwined the 2 business are..
the buyer may have to sign a 5 to 10 year AI non-compete
and jensen cant shutter the division because its still madly profitable and that might attract shareholder lawsuits, so sale is the only option

 

[Rob_B]

If Nvidia knew that AI hype would continue I imagine they'd exit or at least put even less focus on the consumer market, why sell a chip for £2k (!) when you can basically sell it for £15k.
They're keeping their fingers in the pie for now as it makes sense to, that could mean they put less focus on consumer products down the line but I imagine they're not there yet, there will be years of work already completed they can take advantage of and still be beating AMD in the performance stakes. I'm sure there are many other reasons but that's what comes to mind.

 

[brostradamus]

the ai hype is real, soon the replacement demand will be greater than current numbers, but theres also a chance that the semicon supply situation improves, so all options are on the table till nvidia develops a firm industry outlook

 

[TNA]

There was an article floating about not so long ago about a theory that Nvidia could eventually exit the gaming segment due to the vast majority of their revenue, And growing, Coming from data centres, AI etc... with gaming really only being pocket change for them.

How likely that is I don't know but stranger things have happened.

Won't happen. Better for them to just keep upping their prices to lower damand or using say samsung foundry to make their gaming cards and stick to TSMC for AI stuff.

 

[harmattan]

the ai hype is real, soon the replacement demand will be greater than current numbers, but theres also a chance that the semicon supply situation improves, so all options are on the table till nvidia develops a firm industry outlook

On the bright side, and if you consider the long game, there is competition incoming from Intel in dGPU and ARM in APUs.

As for capacity, new fabs (incidentally, the biggest of which under construction now just outside my hometown) will be coming online over the next 3-5 years.

It will be painful for a bit, but there is a glimmer of light down the road.

 

[Dicehunter]

Won't happen. Better for them to just keep upping their prices to lower demand or using say samsung foundry to make their gaming cards and stick to TSMC for AI stuff.

I can see a base model xx60 tier GPU being £999 in a gen or 2.

 

[Octoplex7]

the ai hype is real, soon the replacement demand will be greater than current numbers, but theres also a chance that the semicon supply situation improves, so all options are on the table till nvidia develops a firm industry outlook

A recent Financial Times article claims that Nvidia is betting on robotics as its next big growth driver, due to competition in the AI chipmaking business (Google, Amazon, Microsoft are all working on their own products). It seems like gaming graphics cards have become indefinitely deprioritised by Nvidia, given they are their second largest revenue generator. As Jensen said back in 2023, Nvidia is no longer a graphics company...

 

[harmattan]

A recent Financial Times article claims that Nvidia is betting on robotics as its next big growth driver, due to competition in the AI chipmaking business (Google, Amazon, Microsoft are all working on their own products). It seems like gaming graphics cards have become indefinitely deprioritised by Nvidia, given they are their second largest revenue generator. As Jensen said back in 2023, Nvidia is no longer a graphics company...

We are literally living in the Battlestar Galactica timeline without the cool spaceships.

Nvidia just happened into AI being their focus as GPUs are better at parallel processing. Purpose-build chips, on which a myriad of other companies are working on and are somewhat better placed to design, will eventually displace GPUs.

 

[Murphy]

There was an article floating about not so long ago about a theory that Nvidia could eventually exit the gaming segment due to the vast majority of their revenue, And growing, Coming from data centres, AI etc... with gaming really only being pocket change for them.

How likely that is I don't know but stranger things have happened.

My guess is that they won't exit the gaming market altogether, they'll just lean into what they basically did with the 40 series and either make, or make it only worth buying, their high end GPUs like the 4090/80's. Keeping a finger in the gaming pie has its advantages so i don't see them exiting it, their focus will just shift to gaming GPUs that they can sell for more than a thousand quid.

Their Mid-range cards (under £1k) will either be gimped or poor value for money leaving most of that market segment for AMD, then Intel will fill the sub £300 market segment.

 

[Dicehunter]

A recent Financial Times article claims that Nvidia is betting on robotics as its next big growth driver, due to competition in the AI chipmaking business (Google, Amazon, Microsoft are all working on their own products). It seems like gaming graphics cards have become indefinitely deprioritised by Nvidia, given they are their second largest revenue generator. As Jensen said back in 2023, Nvidia is no longer a graphics company...

Just my opinion but the moment Nvidia can sell an xx80 tier GPU to an AI company for £10K instead of selling it to the gen public for £1000+, They will, That is when gaming for them will be a thing of the past.

 

[Howling]

Just my opinion but the moment Nvidia can sell an xx80 tier GPU to an AI company for £10K instead of selling it to the gen public for £1000+, They will, That is when gaming for them will be a thing of the past.

They already can, and in my opinion they've already 'abandoned' gaming -- they're releasing to us purely to keep the market from AMD (as giving AMD the revenue from gaming might lead to competition for nVidia in the AI market later down the line)

 

[Octoplex7]

The genius of Nvidia is that they have been able to maintain their stranglehold on the graphics GPU market whilst simultaneously focusing on AI. The specialist hardware they developed, which at first seemed shoehorned in to their gaming GPU's (see the Tensor Cores on the RTX 20 series) have become a significant factor in their graphics card dominance. DLSS and RTX are a huge differentiating factor now for gamers when it comes to choosing between Nvidia and AMD. Two birds with one stone!

 

[Dicehunter]

The genius of Nvidia is that they have been able to maintain their stranglehold on the graphics GPU market whilst simultaneously focusing on AI. The specialist hardware they developed, which at first seemed shoehorned in to their gaming GPU's (see the Tensor Cores on the RTX 20 series) have become a significant factor in their graphics card dominance. DLSS and RTX are a huge differentiating factor now for gamers when it comes to choosing between Nvidia and AMD. Two birds with one stone!

I wouldn't mind all that if they toned their greed down, It's gone way over the top.

They could have market dominance and still rake in mountains of cash without charging a kidney.