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While the shortages are real I've bought GPUs during those years, never for even 2x MSRP (though obviously more than MSRP). Prices have also surely increased du
by Tenoke 4y ago
While the shortages are real I've bought GPUs during those years, never for even 2x MSRP (though obviously more than MSRP). Prices have also surely increased due to gamers at times (even if less so) without me hating them, and MSRP has clearly been set quite low compared to costs and the past - look at EVGA barely managing to profit by selling at the prices set by NVIDIA which would hardly be due to the increased demand.
At any rate, I'm just not convinced that the extra demand for years isn't good for the GPU industry - e.g. I'd imagine 10 years down the line the GPU industry to be better off in the world in which it had increased demand for years over the world where it didn't. Hell, maybe it even directly helped with scaling up for the increasing ML demand.
- giantg2 4y ago"EVGA barely managing to profit ... Hell, maybe it even directly helped with scaling up for the increasing ML demand." This makes no sense. Any architecture 10 years in the future would be different and require retooling. It's also yet to be seen what demand ML will even generate in 10 years (it's been all the rage for the last 10 and we're nowhere close to those predictions). The money would be one that I could agree with helping in the future, but similar to what you said profit forecasts are low, so they won't even have that.
- Tenoke 4y agoEVGA's profits might've been low but as far as I can see NVIDIA's profit and growth has increased significantly since Ethereum launched[0] and money today helps with R&D for tomorrow (and R&D budgets have increased even more). 0. https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenu...
- giantg2 4y agoSure, but if I remember correctly they are giving shareholder guidance that the future profits look bleak. Again, this is a big bubble mostly caused by crypto.
- squeaky-clean 4y ago> At any rate, I'm just not convinced that the extra demand for years isn't good for the GPU industry The demand disappeared last Thursday night.