News Nvidia's Blackwell GPUs are sold out for the next 12 months — chipmaker to gain market share in 2025

Customer: what's the price to get one ?

Jensen: It's 40 ... no wait ! uhhhhh 80k, no wait wait !!!! it's 280k per GPU, and that's a deal just for you, my friend ! Now how many thousand will you buy ? We only sell them per 1000 at the time, it is too expensive to make a box for each of them.
 
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Can you avoid using "GPU" in headlines when you are talking about dedicated AI products.

This does explain the limited availability and high prices for NVidia cards
NVidia is dedicating just enough silicon to the lower margin product intended for deplorable poor people to keep people interested in NVidia GPUs.
Just think of how much money Jensen is losing by building $2500 5090's instead of AI cards.
 
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Can you avoid using "GPU" in headlines when you are talking about dedicated AI products.

This does explain the limited availability and high prices for NVidia cards
NVidia is dedicating just enough silicon to the lower margin product intended for deplorable poor people to keep people interested in NVidia GPUs.
Just think of how much money Jensen is losing by building $2500 5090's instead of AI cards.

What would you suggest these AI processing units be called when NVIDIA itself calls it a GPU? I hate the name AI for all of these narrow intelligence models companies have. But it's a marketing gimmick to catch headlines. To the point where true AI will come and they'll have to invent another name for it
 
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What would you suggest these AI processing units be called when NVIDIA itself calls it a GPU? I hate the name AI for all of these narrow intelligence models companies have. But it's a marketing gimmick to catch headlines. To the point where true AI will come and they'll have to invent another name for it

AGI is the commonly accepted term.
 
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Sounds like Nvidia's AI revenue just hit a ceiling for the time being, doesn't it? Whereas AMD may have some spare Instinct MI325X accelerators.

Might not see AMD's stock price double in the upcoming months - in particular, as many of Nvidia's customers lock themselves in to CUDA with ongoing projects. But the timing seems nice, to perhaps cash in a bit in a few months, for one of the flagship GPUs (desktop thingy).
 
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