News Nvidia expects next-gen Blackwell GPUs to be supply constrained

[Admin]

Nvidia said that it expected to be supply constrained with its next-generation Blackwell-based GPU products.

Nvidia expects next-gen Blackwell GPUs to be supply constrained : Read more

 

[hannibal]

Supply constrained...

Good, good!
Now we can sell them at even higher price!

... sigh...

 

[pug_s]

Why sell GPUs to consumers for little profit when you can sell AI CPU's for a prince's sum?

 

[hotaru251]

Why sell GPUs to consumers for little profit when you can sell AI CPU's for a prince's sum?

Jensen said they are not a gpu company anymore they are an ai company....just never changed name.

 

[The Historical Fidelity]

Smells like artificial scarcity being utilized to justify “bend-over-backwards” pricing….

 

[The Historical Fidelity]

Jensen said they are not a gpu company anymore they are an ai company....just never changed name.

Yeah, until the AI bubble pops and they come crawling back to the gamers that supported them since the beginning. I hope gamers instead buy Intel and AMD cards to send them a message.

 

[Kridian]

Worst company ever(?)

 

[Eximo]

AMD and Intel are going to do the same. Why make GPUs when you can make AI chips with the same underlying technology applies universally. Particularly if Intel starts fabbing their own GPUs instead of everyone using TSMC.

If gamers get pushed into the smaller silicon, as long as the gaming performance goes up it shouldn't be too bad. Might not see another 4090, 1080 Ti jump ever again though. I kind of hope they drive towards lower power again instead of 450W cards.

 

[hotaru251]

until the AI bubble pops

its won't pop.

Unlike crypto its not volatile & has a great deal of future growth.

 

[TDRare]

Jensen said they are not a gpu company anymore they are an ai company....just never changed name.

Not a GPU company. So they build the market, are the biggest player, with massive share, then decide to start walking away because there's profit elsewhere? Going to make PC gaming difficult and liklely drive prcing into the stratosphere. Sigh.

 

[UnforcedERROR]

Yeah, until the AI bubble pops and they come crawling back to the gamers that supported them since the beginning. I hope gamers instead buy Intel and AMD cards to send them a message.

Absolutely won't happen, at least not in the foreseeable future. Also, AMD has treated us hardly any better with their card pricing relative to NVidia. Sure, the cards are cheaper, but there are corners being cut that even out the cost. It's not like AMDs cards are notably cheaper.

 

[vanadiel007]

It was code language for saying your next video card upgrade will even cost more than the current generation upgrade.

He's merely making sure you are starting to save now, so you can afford to hand over your money when the time comes.

 

[TJ Hooker]

Blackwell is a datacentre-specific architecture (like Hopper). But yeah, I can't imagine it bodes well for next gen consumer cards either. As long as consumer cards are competing with DC cards for fab/packaging/component availability, there's no reason for Nvidia to really care if their consumer line sells well when they can just sell more DC cards for way more money.

 

[Amdlova]

Why Rush the GPU for gaming... IF amd will trow trash into the market with rdna4
Next 5060 will be 96-bit.
We boost 10% over generation...
I will die with the 6700xt

 

[Joseph_138]

It never pays to be an early adopter.

 

[atomicWAR]

Blackwell GPUs to be supply constrained

Translation...you'll pay even more per frame than you do now. Have your wallet and/or kidney ready...

It was code language for saying your next video card upgrade will even cost more than the current generation upgrade.

He's merely making sure you are starting to save now, so you can afford to hand over your money when the time comes.

Yep that is pretty much on point. Glad I, begrudgingly, went with a 4090 this gen instead of the 80 series cards as I normally purchase so I can skip next gen entirely. Hopefully by the 6000 series Nvidia will have learned their lesson and I can go back to an 80 series card that isn't over 899 dollars. Guess we'll see just how insane prices get...

 

[punkncat]

its won't pop.

Unlike crypto its not volatile & has a great deal of future growth.

It is highly possible in the short term that any software side tech, customer service agent, booking, anything that simply requires a "phone call" to do will very shortly be out of a job. Not long and/or alongside will be humans at your favorite fast food place, and so forth down the line. AI has some pretty serious implication where it concerns mostly script reading or no choice human exchange interactions.

 

[Co BIY]

AI has some pretty serious implication where it concerns mostly script reading or no choice human exchange interactions.

It has even more serious implications for applications that do involve choice and judgement that will be cheaper and easier to have an AI do even if the outcome is not as good.

 

[The Historical Fidelity]

its won't pop.

Unlike crypto its not volatile & has a great deal of future growth.

It will when ASIC’s destroy a GPU’s ability to perform AI tasks efficiently.

 

[The Historical Fidelity]

Absolutely won't happen, at least not in the foreseeable future. Also, AMD has treated us hardly any better with their card pricing relative to NVidia. Sure, the cards are cheaper, but there are corners being cut that even out the cost. It's not like AMDs cards are notably cheaper.

Are you kidding, 24GB 7900xtx for $939 and up vs 24GB 4090 for $2000 and up street pricing. And what corners? back up your preposterous claim

 

[spongiemaster]

Are you kidding, 24GB 7900xtx for $939 and up vs 24GB 4090 for $2000 and up street pricing. And what corners? back up your preposterous claim

You managed to pick the only "gaming" card from either Nvidia or AMD whose pricing has nothing to do with gaming. China wasn't stock piling 4090's because they were planning an epic LANfest. 4090's are very capable AI accelerators. That's why its price is so high. No one in industry has any interest in AMD's 7900XTX. When people who make money don't want your product, the price reflects it. Try comparing any other currently sold gaming cards and you won't see such a price discrepancy.


It isn't even a smart comparison if you artificially limit the scope to gaming. The 7900XTX is basically tied with the 4080 Super at 1080p, which is only $60 more. At 4k, it's only 4% faster than the 4080 Super, while trailing the 4090 by 22%. When you move to ray tracing, it's a blood bath in favor of the 4090. 7900XTX is not a direct competitor of the 4090.

 

[The Historical Fidelity]

You managed to pick the only "gaming" card from either Nvidia or AMD whose pricing has nothing to do with gaming. China wasn't stock piling 4090's because they were planning an epic LANfest. 4090's are very capable AI accelerators. That's why its price is so high. No one in industry has any interest in AMD's 7900XTX. When people who make money don't want your product, the price reflects it. Try comparing any other currently sold gaming cards and you won't see such a price discrepancy.


It isn't even a smart comparison if you artificially limit the scope to gaming. The 7900XTX is basically tied with the 4080 Super at 1080p, which is only $60 more. At 4k, it's only 4% faster than the 4080 Super, while trailing the 4090 by 22%. When you move to ray tracing, it's a blood bath in favor of the 4090. 7900XTX is not a direct competitor of the 4090.

I’m sorry but you can’t cherry pick the super cards. Ngreedia only launched the supers because of widespread price backlash and poor sales. Launch for launch, the 24Gb 7900xtx at. $999 was a much better deal than the $1199 4080. No graphics card with only 16 GB of memory is worth over $699 sorry. The 4080 super will age like room temp milk. Ray tracing is still a gimmick so doesn’t really matter. The only card that has acceptable ray tracing performance is the 4090 so any card less than shouldn’t even bother.

 

[hotaru251]

It is highly possible in the short term that any software side tech, customer service agent, booking, anything that simply requires a "phone call" to do will very shortly be out of a job

correct.
ai & automation has always been a known thing that will force jobs out. (self checkouts & like were early versions of it in effect)

That is why (not political mods just using the word) Gov will need to eventually start giving citizens $ for doing nothing as end goal of ai is humans are phased out of most all jobs entirely & thus unable to get paid for work.

That is still ways off unless soemthing happens to leap tech forward. (but still a future concern)

then decide to start walking away because there's profit elsewhere? Going to make PC gaming difficult and liklely drive prcing into the stratosphere. Sigh.

they make GPU's but their focus is AI & the cloud now (as gaming segment is chump change by comparison).
The price of gaming gpu's will rise becasue Jensen has to not make datacenter/ai focused GPU's and will want to make as much $ as he can.
(they wont cold turkey gaming gpu's but their focus is no longer the mainstream lineup)

It will when ASIC’s destroy a GPU’s ability to perform AI tasks efficiently.

no it won't.
Yes, current GPU's aren't ideal for AI, however the "ai bubble" will not pop.
The technology used to do it will change and evolve & make it bigger & bigger. (nvidia will also change to follow it as the $ is what matters not the consumer)

A.I. is barely off ground atm (what we have atm isn't even really a.i. just the term used)

 

[digitalgriffin]

It is highly possible in the short term that any software side tech, customer service agent, booking, anything that simply requires a "phone call" to do will very shortly be out of a job. Not long and/or alongside will be humans at your favorite fast food place, and so forth down the line. AI has some pretty serious implication where it concerns mostly script reading or no choice human exchange interactions.

You are quite right about the loss of jobs. And this is becoming a big issue. This isn't like robots replacing assembly line workers. There you had maybe 20k, 30k laid off. We are talking millions. Even programmers are in danger.

In the 70's middle class factory jobs (blue collar) was shipped over seas. As this became ever more pervasive, people shifted to services. And this is why you see so many fast food restaurants compared to the 1980's.

You can't have an economy where 90%+ of your population is working in the restaurant food business or Uber. It will collapse on itself. Diversification of services is critical to a healthy economy.

It also has ramifications as to a skilled workforce. Today we don't have enough steel mills and ship yards to produce ships for the Navy because all of that work was outsourced. That's lost training and skills. Forty years ago, finding a skilled steel worker/fabricator was not an issue.

View: https://www.youtube.com/watch?v=4qQUCQHCTu8


Eventually economist will raise the alarm, and jobs will have to be protected by an act of congress. Probably about 10 years too late, with lots of finger pointing and blaming of each party, and a good deal of lobbyist interferring...because profits.

That said energy consumption will skyrocket over the next couple years between AI and Electric cars. Heavy penalty taxes on AI data centers will eventually come because politicians love taxes so they can waste more money.

 

[Eximo]

Call centers and the like are very transitive workplaces already. So that wouldn't be a big concern. Not to mention the number that are already outsourced.

Programming will change, but not go away. Still need people to actually validate AI code. So what I expect there is programmers to be able to make more complex things in shorter amounts of time. May be some layoffs of people who don't adapt.

Order taking at restaurants is already automated at quite a few places. Still have food prep staff. And drive through systems have also been outsourced in many franchises already.

People will move to things that can make money in an AI society. Hand made goods and services is usually touted as a thing that would arise. If we can just detach healthcare from jobs in the US, a lot of small businesses could pop up overnight.