alan.campbell99 Not sure if this is exactly shooting oneself in the foot but probably close to it. Reply
Vanderlindemedia Just start building with traditional GDDR3 and above. Make the bus 512 bits wide or even 1024 bits, and you got memory bandwidth. Reply
derekullo Jagar123 said: Ah this quote from Jensen… “the fact that everything is scarce is fantastic for us.” – Link to VideoCardz article. Of course, he'll now spin this so his stock prices stay high. I am so over him greedily destroying the consumer market. Jensen's job as CEO is to make Nvidia more profitable. He has done his job quite well! According to the paragraph on https://www.tomshardware.com/pc-components/gpus/nvidia-sells-rtx-50-series-gpus-at-msrp-during-quakecon-2026-graphics-cards-sold-at-launch-prices-more-than-a-year-after-release-are-now-considered-an-attraction 5090 = 100% over MSRP 5080 = 29% over MSRP 5070Ti = 32% over MSRP 5070 = 14% over MSRP The only real outlier is the 5090 since it can be more effectively used for AI workloads with its 32 gigabytes of ram. I'm still using a 3080Ti, but I'll probably build a new computer with a 6080 when it comes out and if the price is 29% over MSRP that isn't world-ending. It literally does pay to own Nvidia stock. Even if it's only 4-5% of your portfolio, if it is rebalanced often it can really raise the value of your other stocks/etfs. My Mom thought I was crazy investing in a "video game" company back in 2005 … she now owns Nvidia shares too lol. Reply
call101010 derekullo said: Jensen's job as CEO is to make Nvidia more profitable. He has done his job quite well! According to the paragraph on https://www.tomshardware.com/pc-components/gpus/nvidia-sells-rtx-50-series-gpus-at-msrp-during-quakecon-2026-graphics-cards-sold-at-launch-prices-more-than-a-year-after-release-are-now-considered-an-attraction 5090 = 100% over MSRP 5080 = 29% over MSRP 5070Ti = 32% over MSRP 5070 = 14% over MSRP The only real outlier is the 5090 since it can be more effectively used for AI workloads with its 32 gigabytes of ram. I'm still using a 3080Ti, but I'll probably build a new computer with a 6080 when it comes out and if the price is 29% over MSRP that isn't world-ending. It literally does pay to own Nvidia stock. Even if it's only 4-5% of your portfolio, if it is rebalanced often it can really raise the value of your other stocks/etfs. My Mom thought I was crazy investing in a "video game" company back in 2005 … she now owns Nvidia shares too lol. Dream on it … 6080 is not going to see the light soon. if at all . Reply
edzieba If the AI memory shortage is also hitting the companies buying the memry driving the AI memory shortage, where is it all going? Is Dr. Ian Cutress just sitting at the end of an SK Hynix line chowing down on tasty SDRAM wafers? call101010 said: Dream on it … 6080 is not going to see the light soon. if at all . The same claims were made for the 4xxx and 3xxx series, too. Reply
usertests edzieba said: If the AI memory shortage is also hitting the companies buying the memry driving the AI memory shortage, where is it all going? Is Dr. Ian Cutress just sitting at the end of an SK Hynix line chowing down on tasty SDRAM wafers? Let's say the bubble is not popping. If there's a persistent memory shortage, that could lead to an excess of compute/logic (TSMC wafers). It might mean cheap CPUs for the consumer, even if they are often paired with little RAM. A large silicon, high SRAM product could shine. I don't think Cerebras Wafer Scale Engine is that product, because even though it's a giant chip with ~44 GB SRAM, it ends up being paired with terabytes of memory, same as everything else. Maybe it's time for someone to do 3D SRAM on a massive scale. 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/nvidia-reportedly-testing-lower-memory-configs-of-rubin-ultra-as-memory-shortage-bites-back-designs-tested-include-as-little-as-192-gb-and-step-back-to-hbm4#main
- https://www.tomshardware.com/membership
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