[서울=뉴시스]이지용 기자 = 미국의 엔비디아와 AMD가 당장 내년 1월부터 그래픽처리장치(GPU) 가격을 대폭 인상할 전망이다. 높은 메모리 가격에 따른 원가 부담이 GPU 가격 인상의 핵심 배경으로 꼽힌다.양사는 한 차례 가격 인상에 그치지 않고 앞으로 수 개월에 걸쳐 단계적 가격 조정에 들어갈 방침이다. 이에 소비자용 GPU 뿐 아니라 인공지능(AI)..
Love that hardware is literally becoming more expensive now instead of getting cheaper.
The problem is that they’re producing data center products, which are completely unusable to normal people. The crash won’t put products you can use on the market, companies are making GPU’s that can’t output videos, computers that need to integrate with building cooling, and chips that are completely unified (so you can’t pull out the memory to use even if you wanted to).
Yeah it’s purpose built to suck ass. It’s like the old “car idling to solve sudokus” meme but in this case the car can’t be used as a car, it can only be used to idle, regardless of whether sudokus exist to be solved.
Once the demand for those gpus fall of a cliff they’re still going to have that memory produce and need to put it somewhere. There won’t be “gaming on a used cheap datacenter” GPU, but there will be memory that needs to be put into something.
At best it’ll be back to normal pricing, the memory producers haven’t really bothered to expand production, after all they probably make more money with limited supply. The contracts that companies have signed with the big three memory producers also, afaict, aren’t just for “memory” in general, but specifically for memory meant for HBM and unified, so that “memory that needs to be put into something” can’t be put in a normal computer.
I also think that even if the AI crash leads to increased consumer supply, companies will keep price gouging. There’s no particularly good reason for them to try to return prices to lower than before. “competition” on the “open market” doesn’t ever seem to be very good at lowering prices after a spike like this.
The problem is that they’re producing data center products, which are completely unusable to normal people. The crash won’t put products you can use on the market, companies are making GPU’s that can’t output videos, computers that need to integrate with building cooling, and chips that are completely unified (so you can’t pull out the memory to use even if you wanted to).
Prices will stay high.
Yeah it’s purpose built to suck ass. It’s like the old “car idling to solve sudokus” meme but in this case the car can’t be used as a car, it can only be used to idle, regardless of whether sudokus exist to be solved.
Once the demand for those gpus fall of a cliff they’re still going to have that memory produce and need to put it somewhere. There won’t be “gaming on a used cheap datacenter” GPU, but there will be memory that needs to be put into something.
At best it’ll be back to normal pricing, the memory producers haven’t really bothered to expand production, after all they probably make more money with limited supply. The contracts that companies have signed with the big three memory producers also, afaict, aren’t just for “memory” in general, but specifically for memory meant for HBM and unified, so that “memory that needs to be put into something” can’t be put in a normal computer.
I also think that even if the AI crash leads to increased consumer supply, companies will keep price gouging. There’s no particularly good reason for them to try to return prices to lower than before. “competition” on the “open market” doesn’t ever seem to be very good at lowering prices after a spike like this.