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GPU prices are bound to fall, AI training costs likely to drop
- Thread starter Zarax
- Start date
Trump To Tariff Chips Made In Taiwan, Targeting TSMC
The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.
Chip prices will be going through the roof.
Soldato
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- 31 Jan 2022
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- UK
Nvidia Stock May Fall As DeepSeek’s ‘Amazing’ AI Model Disrupts OpenAI
Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz about DeepSeek.www.forbes.com
If true, the AI bubble is going to deflate soon at least for needed GPU horsepower.
In simple terms, if datacenter GPU demand drops the consumer segment will increase its relative importance and will have less competition from higher margin products.
Now let's see if they can pull another trick from the leather jacket sleeves...
It certainly seemed to have shocked the market.
I have been wondering about this for some time. The scale of investment and returns on that investment seem all wrong. And the way that governments see AI as profit and fail to recognise that we will end up with a few dodgy tech billionaires in control of what will become an essential tool for defence. It all just seemed wrong. So it's interesting that the Chinese (who seem to be the only government who do actually understand the implications) have really thrown a spanner in the works.
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Nvidias stock made the worst drop in history as deepseek enters the market. edit: $450 billion.....
AI overvalued a bit
gpu prices may fall for AI models but not for consumers, in fact nvidia need to make the money back now from stock falling.
AI overvalued a bit
gpu prices may fall for AI models but not for consumers, in fact nvidia need to make the money back now from stock falling.
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Consumers prove this point again and again. The only way prices drop is when people stop paying inflated prices.
Associate
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Not gonna fall anytime soon with Trump introducing tariffs to chips made in Taiwan.
Soldato
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Doubt that will happen. What might Deepseek have done if they had access to Nvidia's best GPU's? Some are predicting already that they've managed to get their hands on many more GPU's than they should have, given the limits regarding sales to China. So I doubt it'll impact GPU sales but much more will be done than currently with the processing power.
Some more technical information regarding DeepSeek here:
www.servethehome.com
Essentially they are trying to make better use of older/less powerful hardware to work around the US>China Export restrictions
DeepSeek Day in AI
DeepSeek-R1 is out and it has the entire AI infrastructure realm has taken notice. This is a good development for the industry
www.servethehome.com
Essentially they are trying to make better use of older/less powerful hardware to work around the US>China Export restrictions
PMSL at this thread.... What did the crypto burst bubble do for GPU prices ?
Did they go down ?
They sort of did.
There was that period before Starfield launched when the AMD cards as a whole were decent value. 4070s did drop very briefly down to £440.
Yeah, is £440 'good' for an effective 60ti class product a year after its launch? I don't think expecting to get a genuine old '70 class (third tier) product for £400 is realistic anymore.
Inflation is real. £/$ is not great. Looking at the price of goods in other sectors there has been near 50%+ increases in the price of stuff across the board in the past half dozen or so years.
Associate
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- 29 Jun 2016
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- 543
Ahhhhhhhhhhh!
This is the same stock market BS that drove NV to be so over-valued in the first place. It just shows how investors are looking at future value vs. value today. In that context, NV being so high is dumb, because others are coming fast for the training and inference silicon market.
The demand for GPU's will continue to grow even for inference workloads, i.e. everyone using LLMs for work/help/play.
This is the same stock market BS that drove NV to be so over-valued in the first place. It just shows how investors are looking at future value vs. value today. In that context, NV being so high is dumb, because others are coming fast for the training and inference silicon market.
The demand for GPU's will continue to grow even for inference workloads, i.e. everyone using LLMs for work/help/play.
Tariffs only apply once USA stockists obtain them on their shores. The tariffs aren't imposed at manufacturing or distribution from China or Taiwan. Do people not know how tariffs work? It's only expensive to the retailers and customers direct in the states, it doesn't affect pricing for everyone else.
Yes but global MSRPs are usually calculated based on the USD price of the cards. Are we really going to pretend that nvidia and board partners wont take this as an opportunity to raise prices globally? Heck, they might even have to do it to subsidise the US market in order to keep sales volume from dropping off a cliff.
I can see it now ... 6000 series launch in 2.5 years. Jensen turns up on stage in trackie bottoms & top pleading with gamers that he was only joking when he said we all have loads of dosh to afford 10K Command centres.
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Eh, I think you still don't get it.
Things are priced in USD before any taxes or tariffs is applied.
They aren't priced based on what consumers in the USA actually pay at the till. It's the importers and retailers that are charged the tariffs, not the manufacturer or distribution towards the USA.
The last time the trump tariffs were in effect literally nothing outside the USA was affected.