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Comment on Nvidia plans heavy cuts to GPU supply in early 2026

empireOfLove2@lemmy.dbzer0.com ⁨1⁩ ⁨day⁩ ago

Option two is not correct, option one is correct. This announcement is specifically for consumer gaming GPU’s only, it does not affect institutional datacenter customers.

This is Nvidia saying “thanks small fry, you were useful, but we’re leaving you behind now. Fight for the scraps.” Complete cartel behavior.

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FishFace@piefed.social ⁨1⁩ ⁨day⁩ ago
Then just buy AMD.

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- empireOfLove2@lemmy.dbzer0.com ⁨1⁩ ⁨day⁩ ago
  AMD is a puppydog that follows Nvidia around on the open market with 10% or less market share. If Nvidia constricts supply and causes a massive price jump and shortages, AMD will just follow the pricing curve and we will still get no GPU’s.
  
  AMD is also 100% reliant on TSMC and VRAM suppliers, the same exact supply pressures causing Nvidia to turn off the consumer tap will come for AMD too.
  
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  - FishFace@piefed.social ⁨23⁩ ⁨hours⁩ ago
    If this is about supply pressures, it’s not Nvidia acting as a cartel, is it?
    
    AMD has, as far as I understand, been outcompeting Nvidia on value for a good while. If this is Nvidia just being anti-consumer, I’d expect that to continue
    
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    empireOfLove2@lemmy.dbzer0.com ⁨12⁩ ⁨hours⁩ ago
    
    AMD has, as far as I understand, been outcompeting Nvidia on value for a good while.
    
    And yet their market share doesn’t increase. Because Nvidia holds a stranglehold on both the software (CUDA, RTX support, frame gen, etc) AND sheer brand recognition- gamers always complain about Nvidia and want better AMD cards, but continue to line up in droves to buy Nvidia cards no matter what.
    
    Nvidia knows they can do whatever the fuck they want right now.
    
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- panda_abyss@lemmy.ca ⁨1⁩ ⁨day⁩ ago
  When their only competition just hiked prices, why would they keep theirs low? That’s free money.
  
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  - FishFace@piefed.social ⁨23⁩ ⁨hours⁩ ago
    They’ll still undercut, just as they are doing.
    
    I just don’t think moaning about the companies makes any sense. If you imagine the most utopian scenario you think of, with communal ownership of all production, how do you think the commune is going to allocate GPUs? It’s going to stick a load in hyped AI products and gamers will be last in line, just like now.
    
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eleijeep@piefed.social ⁨1⁩ ⁨day⁩ ago
They’ll have to come crawling back when the business customers stop buying. AI winter is coming.

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