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I really hope AMD can offer some real competition to Nvidia soon, right now NVIDIA is fleecing customers because they have no real competition. $350 for a mid-t

I really hope AMD can offer some real competition to Nvidia soon, right now NVIDIA is fleecing customers because they have no real competition. $350 for a mid-tier GPU is shameful.

TomVDB 8y ago
For $350 you can get an RTX 2060 or a slightly slower Vega 56. So AMD is fleecing customers too?
- kristofferR 8y ago
  The Vega 56 was barely competitive when it was released in 2017, it's overpriced simply because AMD can't compete (let's hope for interesting CES news though). The fact that the clear market and product leader releases a new product barely competitive with an old mediocre competitor product is troubling. The only reason they are allowed to increase the price of the *60 series by $100 this generation is since they don't have any real competition, something they're taking advantage of to the detriment of the GPU market.
  - TomVDB 8y ago
    See my reply somewhere else. I simply do not understand why people are so hung up on the name and positioning of a product. If these products were evaluated on performance, price, features, and power consumption, with the name blacked out, the currently announced GPU would be the undisputed winner in its price category. For the consumer, that’s ultimately all that matters.
brianwawok 8y ago
NVidia stock has lost half their value since peak, if fleecing they aren't doing a very good job at it.
- kristofferR 8y ago
  It's the Apple syndrome, when you increase the product prices too much people stop buying and your stock goes down. Also don't forget the crypto boom, it would've been impossible to keep that level up.
- AWildC182 8y ago
  I don't think the peak stock price is indicative of anything. It's been all over the place with bitcoin and retail investors causing havoc and pumping up the price.
- mattnewton 8y ago
  Personally I think the price explosion had two groups of people driving it: The first group, which I am in, believes nvidia with its proprietary CUDA will continue to grow its datacenter presence rapidly, and get some big contracts for field ML hardware. The second was looking for crypto exposure. The etherium bubble has mostly burst and it isn’t profitable (probably hasn’t been for a long time in most places) to buy nvidia cards for crypto mining. That and the trade war with China have taking half of the stock’s overheated value off. It’s still up quite a bit from ~$30 in 2016, and I think that reflects its real edge in ML hardware as well as some modest healthy growth in consumer gaming. I think, previously I assumed all the growth was from investors thinking like I was about their AI prospects and missed that I had picked a winner based on the crypto craze. I think a lot of smart money realized that and got out. Disclaimer: was very long nvidia, sold a lot in the 200s and hold a lot less these days.
ksec 8y ago
Their "mid-tier" GPU has a bigger die, and die size directly effects pricing. And the absolute most important point, they have 90+ days of GPU Stocks sitting on shelfs and Channels, that is a whole quarter worth of stocks. They have their RTX Order placed early with TSMC, so they will need to price both approximately to move them. Just to give some context, having 90 days of Stocks sitting during any Normal Quarter is already bad, having it sitting there Before your next gen product launch is even worst. ( Hence why the Stocks has been hammered ) We will see in their next report if Christmas has helped to Lower those stock pile.

I really hope AMD can offer some real competition to Nvidia soon, right now NVIDIA is fleecing customers because they have no real competition. $350 for a mid-tier GPU is shameful.

TomVDB 8y ago

For $350 you can get an RTX 2060 or a slightly slower Vega 56. So AMD is fleecing customers too?

kristofferR 8y ago
The Vega 56 was barely competitive when it was released in 2017, it's overpriced simply because AMD can't compete (let's hope for interesting CES news though). The fact that the clear market and product leader releases a new product barely competitive with an old mediocre competitor product is troubling. The only reason they are allowed to increase the price of the *60 series by $100 this generation is since they don't have any real competition, something they're taking advantage of to the detriment of the GPU market.
- TomVDB 8y ago
  See my reply somewhere else. I simply do not understand why people are so hung up on the name and positioning of a product. If these products were evaluated on performance, price, features, and power consumption, with the name blacked out, the currently announced GPU would be the undisputed winner in its price category. For the consumer, that’s ultimately all that matters.

brianwawok 8y ago

NVidia stock has lost half their value since peak, if fleecing they aren't doing a very good job at it.

kristofferR 8y ago
It's the Apple syndrome, when you increase the product prices too much people stop buying and your stock goes down. Also don't forget the crypto boom, it would've been impossible to keep that level up.
AWildC182 8y ago
I don't think the peak stock price is indicative of anything. It's been all over the place with bitcoin and retail investors causing havoc and pumping up the price.
mattnewton 8y ago
Personally I think the price explosion had two groups of people driving it: The first group, which I am in, believes nvidia with its proprietary CUDA will continue to grow its datacenter presence rapidly, and get some big contracts for field ML hardware. The second was looking for crypto exposure. The etherium bubble has mostly burst and it isn’t profitable (probably hasn’t been for a long time in most places) to buy nvidia cards for crypto mining. That and the trade war with China have taking half of the stock’s overheated value off. It’s still up quite a bit from ~$30 in 2016, and I think that reflects its real edge in ML hardware as well as some modest healthy growth in consumer gaming. I think, previously I assumed all the growth was from investors thinking like I was about their AI prospects and missed that I had picked a winner based on the crypto craze. I think a lot of smart money realized that and got out. Disclaimer: was very long nvidia, sold a lot in the 200s and hold a lot less these days.

ksec 8y ago

Their "mid-tier" GPU has a bigger die, and die size directly effects pricing. And the absolute most important point, they have 90+ days of GPU Stocks sitting on shelfs and Channels, that is a whole quarter worth of stocks. They have their RTX Order placed early with TSMC, so they will need to price both approximately to move them. Just to give some context, having 90 days of Stocks sitting during any Normal Quarter is already bad, having it sitting there Before your next gen product launch is even worst. ( Hence why the Stocks has been hammered ) We will see in their next report if Christmas has helped to Lower those stock pile.