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.

 

[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.