- cross-posted to:
- hardware@lemmy.world
- cross-posted to:
- hardware@lemmy.world
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I think they didn’t mention that the US Dollar getting clapped is another reason why a 10% price increase is necessary for GPU prices. AI is not a bubble, but rather, the US Dollar and bonds that are backed by the USD.
It’s not a shortage if production is normal but some greedy assholes keep buying them all. It’s a racket.
It’s not a shortage if production is normal but some greedy assholes keep buying them all. It’s a racket.
Your entire premise is built on “if production is normal” and yet in the 2nd paragraph of the article (which you read, right?) it says that production isn’t normal.
Manufacturers are intentionally not ramping up to increase production to follow the demand because of the bubble risk.
So, the price increase is created by a supply-side problem because production isn’t normal.
The supply-chain disruption centres on memory devices—especially those used in graphics-cards and AI-accelerated systems—where manufacturers remain wary of ramping up production after past crashes. The result: constrained supply, elevated costs, and a decision by AMD to transmit some of that burden across its GPU product lineup.
The way I’m reading it, the supply is only constrained relative to the increase in demand. The article isn’t really clear on the matter, so it can be interpreted both ways
You’re exactly right.
The unusual thing here is that production is not following demand.
It isn’t the case that RAM manufacturers are unable to buy more RAM manufacturing equipment. They’re simply choosing not to invest in new RAM manufacturing equipment because, collectively, they seem to agree that the demand is a bubble which will collapse before the investment will break even.
Since that sector typically targets a 3-5 year payback window, it means that the market is not expecting demand to continue rising long-term.
The article is simply AMD pricing the bubble uncertainty into their product. We’ll likely see the Steam Machine have a similarly inflated price (and also due to tariff uncertainty)
How serendipitous! I’m planning a similarly-themed tech embargo! I wasn’t settled on the percentage but 10% seems reasonable and I’m sure I can put AMD into that pie slice.
It’s not like AMD created this situation. It’s pretty well documented, and the culprit is OpenAI plus the three companies that make all the DRAM. Mostly OpenAI.
I love that the AI circle jerk is finding creative ways to make life more expensive. Id be willing to bet the price increase won’t be shared by the AI industry.
Id be willing to bet the price increase won’t be shared by the AI industry.
Sounds like you’re giving in to conspiratorial thinking…
Does the AI industry buy computer components on Earth still? Then they’ll be affected by price increases.
These kinds of posts always bring out the anti-ai bots, repeating the same FUD memes without reading the article or basing them in reality.
AMD is reportedly planning a broad graphics-card price increase of roughly 10 % due to global memory supply constraints. With AI demand pushing up memory costs and production bottlenecks emerging, the GPU market faces a tougher environment for holiday deals—and consumers may need to act sooner to avoid a new higher price baseline.
It’s literally the start of the second sentence where they blame AI. What are you talking about?
I didn’t say it wasn’t caused by AI.
I said that the people that show up in these threads are unusually toxic and irrational on the topic and share the same ridiculous framing that if they simply spew enough toxins on social media then Linear Algebra will uninvent itself.
