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Zhiye Liu News Editor, RAM Reviewer & SSD Technician Zhiye Liu is a news editor, memory reviewer, and SSD tester at Tom’s Hardware. Although he loves everything that’s hardware, he has a soft spot for CPUs, GPUs, and RAM.
thisisaname Is this where fakers get their boards to populate with fake chips to sell outside one? Reply
ohio_buckeye If I were to hazard a guess that might be the reason 5090s are suddenly discontinued in order to cut off their supply. Selling back the bare boards would be a convenient way to recoup cash. Reply
quorm This has been happening since nvidia stopped selling blower versions of their consumer cards, so the first RTX generation. Meanwhile, Amazon, Microsoft, Meta etc. have warehouses of nvidia gpus they have spent billions on and may never use. Seems like there is an actual demand for gpus in China. Maybe Amazon, Microsoft, Meta could lobby the government to cut their losses and sell their gpus to China. Reply
Pete Mitchell Hopefully we’ll get to a point in the not too distant future where someone designs an AI chip that performs better than GPUs. Like what happened with Bitcoin mining. Reply
MJS WARLORD If China was able to buy the cards in such large numbers then the manufactures and the shippers should have heard the alarm bells ringing or did they just turn a blind eye Reply
ohio_buckeye Wasn’t a shipment of them just stolen? Plus a bunch of people seem to be cashing them out by selling so who knows where those are actually going. Reply
PEnns Pete Mitchell said: Hopefully we’ll get to a point in the not too distant future where someone designs an AI chip that performs better than GPUs. Like what happened with Bitcoin mining. Amen! I was thinking about the same thing lately!! Reply
ejolson Hybrid warfare that uses sock puppets, troll farms and useful idiots to convince governments in democratic countries to stop the construction of sovereign datacenters, in turn, allows the rapid buildout of AI factories by authoritarian governments in hostile foreign countries. The plan, of course, is to take over the world. Reply
thestryker thisisaname said: Is this where fakers get their boards to populate with fake chips to sell outside one? Yeah it's one of the main sources of boards and coolers. The first time a lot of that cropped up was with the 4090 due to doing board swaps to double the memory. They are compatible with 3090 Ti boards so there were a lot of board swaps being done. Reply
jtcmedia Pete Mitchell said: Hopefully we’ll get to a point in the not too distant future where someone designs an AI chip that performs better than GPUs. Like what happened with Bitcoin mining. I can see this happening. It's going to take several years for models to mature that specific ASICs will be cost effective to design for. The whole GPU market could be turned on its head in half a decade. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/gpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/gpus/leaked-video-exposes-how-chinese-factories-are-stripping-rtx-5090s-to-fuel-ai-custom-partner-cards-to-nvidia-founders-editions-on-the-chopping-block#main
- https://www.tomshardware.com/membership
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- Micron's next-generation 3D NAND to double bit density with over 400 layers, offering extreme performance
- Big Tech is cashing in on AI while the rest of corporate America sees no financial returns
- Google Cloud and NVIDIA Announce General Availability of NVIDIA Vera Rubin Infrastructure
- Bringing the Spark to Europe: Local Intelligence Powers Next Wave of Agents
Informational only. No financial advice. Do your own research.