Reality of GPU Market

[Benass]

GPU situation overall, the way I see it.

GPU core chips are complicated and difficult to make.
TSMC has limited capacity. Lots of competition.
Nvidia and now AMD has limited production numbers.
Also GPU cores needed for AI: Literally all cores.

AI paying stupid money for chips while games can't. Gaming is a hobby, AI is business.


So if you can make 100 units per month who will u sell them to ?
The guy who pays 10$ per unit or the guy who pays 100$ per unit.

Obviously real numbers are unknown, but I know chips in AI sector sells for 35k $ and there is years of back log,
And here games cry if GPU cost few $k

I hope people understand the reality.
Also AI has a lot of military potential, so governments getting involved.

GPU for gaming no longer as it use to be.

Please add any insights you have on this topic.

 

[Ayahuasca]

This about sums it up:

 

[Cooper]

What i know is that the current state of stuttering, unoptimised slop console ports that PC gamers are constantly being served up in no way justifies buying a top end GPU anymore, regardless of availability.

I just don't don't understand why you'd pay so much to run garbage.

Are people throwing down £2K just to run games they've already played 10 times but now at slightly higher settings and resolutions? If so, they're being as dumb as a box of frogs, IMO.

 

[Doctor]

The way I see it, the CHIPS act and EU funding following the chip shortage after covid are our only chance. 5 years from now we might legit see 3x capacity for high end chip production compared to now. Taiwan will not allow TSMC to produce the latest and greatest overseas, however even 5000 series Nvidia cards run on 1 generation behind the latest node.

So best case, I Nvidia RTX 7000 series could be dirt-cheap, and beat the current best cards even at £300-400. A man can dream, at least.

 

[Minstadave]

Nvidia RTX 7000 series could be dirt-cheap

Mad lad.

 

[heatonpkmassive]

Nvidia RTX 7000 series could be dirt-cheap

I'd advise you to see a doctor but you are one..

 

[Doctor]

@heatonpkmassive @Minstadave

I guess my theory presupposes that the biggest driver of GPU prices is the lack of wafer capacity/bidding wars over wafers.

 

[Benass]

@heatonpkmassive @Minstadave

I guess my theory presupposes that the biggest driver of GPU prices is the lack of wafer capacity/bidding wars over wafers.

This is the right answer, one of them.

Production capacity is limited.

 

[heatonpkmassive]

@heatonpkmassive @Minstadave

I guess my theory presupposes that the biggest driver of GPU prices is the lack of wafer capacity/bidding wars over wafers.

You could be right there.