So far we are seeing significant price increases/low availability in:
- RAM
- SSDs/hard drives
- some microcontrollers
- phones
- and now GPUs
I think we are nearing a bit of a technological winter for the consumer market.
Nvidia plans heavy cuts to GPU supply in early 2026
Submitted 22 hours ago by JensSpahnpasta@feddit.org to technology@lemmy.world
https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/
Comments
mesamunefire@piefed.social 21 hours ago
Korkki@lemmy.ml 20 hours ago
ahem… fuck AI.
Sheldan@lemmy.world 8 hours ago
Tbf, GPU were already part of a significant price increase. It just stuck around and got the new normal.
morto@piefed.social 19 hours ago
And all that while we get more and more dependent on technology…
As someone from the third world, I’m really scared
mesamunefire@piefed.social 19 hours ago
Getting repairable tech will be even more important now than ever. Making your current devices last is important, but even more important in a couple of years (in my opinion).
I just dont see the price going down.
InternetCitizen2@lemmy.world 10 hours ago
Interesting project
Rooty@lemmy.world 9 hours ago
Gamers, I think it is time that we do the unthinkable.
We must actually play our backlog of games.
Voroxpete@sh.itjust.works 22 hours ago
Two ways to read this and I think both are somewhat true.
Option one; They’re OPEC now. They set the supply, and you bring the demand because you have no other choice. This lets them push prices up, which pushes margins up, and that hopefully props up their insanely inflated share price a little longer.
Option two; They’re well aware that demand is going to fall off a cliff soon. We’re already at “Nvidia is paying people to buy their GPUs” and have been for a while. The AI industry can’t afford to keep this train running, and even financial chicanery and circular dealing will only get them so far. Companies are building out data centres with zero plan for how to make any profit from them. When the GPUs they have age out, they’re not gonna buy more, they’re gonna go bankrupt (allowing the banks to sieze the mountain of now worthless three year old burned out GPUs that they used as collateral). And there’s not enough venture capital left for new data centre builds. The genAI financial engine is reaching its peak, and Nvidia doesn’t want to be stuck with a mountain of production that no one wants to buy.
devolution@lemmy.world 21 hours ago
Let’s not forget AAA games are the games that use gpus the hardest gaming wise and they are bombing at record levels because they are deritive garbage and AA games are doing more with less.
Add that to the AI bubble bullshit and it’s just a perfect storm.
JensSpahnpasta@feddit.org 21 hours ago
I really would like to know if AAA games are bombing because they are overpriced microtransaction hell or if they are bombing because many people haven’t been able to buy their new gaming PC because of those GPU prices in the last 5 years and now we do not have the install base to run them
lemmyout@lemmy.zip 21 hours ago
Nah gaming doesn’t even make a dent in their revenue. Gaming demand means nothing to their supply, demand and pricing.
empireOfLove2@lemmy.dbzer0.com 21 hours 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.
eleijeep@piefed.social 18 hours ago
They’ll have to come crawling back when the business customers stop buying. AI winter is coming.
panda_abyss@lemmy.ca 11 hours ago
And sadly none of this hardware will be viable for consumers to use, even bought used.
SinningStromgald@lemmy.world 21 hours ago
I think it is just plain greed. The AI bubble has made NVIDIA mountains of money but they still want more. So they focus production on higher tier consumer GPU’S and their Pro series and give a middle finger to budget conscience consumers.
mesamunefire@piefed.social 21 hours ago
My theory is its easier to produce a product for a small number of big investors in AI than millions of consumers looking to build hobby computers. Plus the AI companies are flush with cash, MUCH more than the average consumer. So they are getting the cash now and worrying about the fallout later, just like everyone else.
NOT_RICK@lemmy.world 21 hours ago
Pretty astute. Maybe I can buy a half cooked gpu on firesale in a few years for a budget build… one can dream!
Sturgist@lemmy.ca 19 hours ago
Unfortunately the ones used in AI data centers aren’t useful for gaming. So yeah, probably could buy one for ⅓ the price of new, but couldn’t use it for gaming and likely still wouldn’t be able to afford it because of:
NVIDIA H200 (Blackwell architecture) – The latest flagship (late 2023), with upgraded ~141 GB HBM3e and other Hopper improvements. It provides ~50% performance uplift over H100 in many tasks on the same power envelope. Pricing is said to be only modestly above H100. For instance, a 4-GPU H200 SXM board is listed at about $170K (versus $110K for 4×H100) ([2]) ([20]). A single H200 (NVL version) is quoted at around $31,000–32,000 ([21]). NVIDIA’s data center system NVDIMMs for H200 (DGX B200) reflect these prices, though bulk deals may apply.
addie@feddit.uk 19 hours ago
Data centre GPUs tend not to have video outputs, and have power (and active cooling!) requirements in the “several kW” range. You might be able to snag one for work, if you work at a university or at somewhere that does a lot of 3D rendering - I’m thinking someone like Pixar. They are not the most convenient or useful things for a home build.
When the bubble bursts, they will mostly be used for creating a small mountain of e-waste, since the infrastructure to even switch them on costs more than the value they could ever bring.
unphazed@lemmy.world 15 hours ago
Remember ever company that cuts consumer production over private ai production. When the bubble pops stick with the companies that remembered consumers are the longterm profit. For the rest, let their shareholders eat them alive as they sell every share from beneath them.
krimson@lemmy.world 8 hours ago
I think the pop has already begun. Look at the silver and gold prices. 2026 is going to be a stock market massacre.
claim_arguably@lemdro.id 21 hours ago
Fuck AI
DrFistington@lemmy.world 16 hours ago
So the real question is… Once they’ve kicked the bubble into survival mode, how long before it collapses?
panda_abyss@lemmy.ca 11 hours ago
I think the real question is how long can these companies decrease supply until consumers get hooked on thin-clients like iPads for all their computing, and have to pay rent on cloud services and SaaS for everything they do.
RizzRustbolt@lemmy.world 20 hours ago
The Bubble hungers…
Cocodapuf@lemmy.world 1 hour ago
Oh please… Please Nvidia? Can regular people please still have computers?
…
Meh, nevermind. AMD and Intel can have your consumer business, I’m fine with that. Surely this AI trend isn’t a bubble, and there’s absolutely no way you’ll regret this later. Best of luck.