AMD is increasing GPU prices by 10% due to AI demand

I'm starting to think PS6 won't be out before 2028, the PS5 Pro already took 1 more year to come this gen than PS4 Pro did last one also.

Actually i wonder if we'll see the Playstation Portable in late 2027, and then the PS6 in late 2028, doesn't sound like a bad strategy i guess?
 
owandeseis said:
I'm starting to think PS6 won't be out before 2028, the PS5 Pro already took 1 more year to come this gen than PS4 Pro did last one also.

Actually i wonder if we'll see the Playstation Portable in late 2027, and then the PS6 in late 2028, doesn't sound like a bad strategy i guess?
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I would not be surprised if Sony and MS were considering delaying these consoles to avoid the price increases caused by the AI boom.
 
A lot of people right now (not me):

iepBmum.gif


EDIT: Someone was faster. :messenger_downcast_sweat:
 
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winjer said:
That is because it's not because of AI.
It's because AI servers are buying out all the memory from the market.
The result is that everything using dram will increase prices. Even Xiaomi recently stated that they expect smartphone prices to increase soon.
So unless there is a crash with the AI market soon enough, prices for everything will increase. That means GPUs, consoles, smartphones, cars, TVs, tablets, etc.
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Hell, even HDD prices are expected to go up because all the major hyperscalers are buying them up in bulk to store training data and all the crap generated by AI.

There was a statement made recently by OpenAI or MS (don't remember) that there was more data generated by AI during the last couple of years vs all data created before then.

So yeah, if you are thinking of building/buying a PC, PC components, consoles, or other tech that utilizes flash memory or any sort of storage in the next year, buy it during this Black Friday.
 
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Midn1ght said:
Slow Motion Art GIF


Can't wait...
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Thing is once it pops we will get a pretty brutal recession, most likely worldwide. Think when tech bubble popped in 2000 and it's likely to be worse.

And also, all the big players will survive, it's the startups that will go south since VC money will dry up. That includes OpenAI, Anthropic and most of that ecosystem. And that will get bought up by the megaCorps on the cheap.

AI itself, much like the Internet, won't go away. But for regular folks, life will be crappier due to recession, and 401k/pensions taking a huge hit (market took 10+ years to recover after 2000 and then 2008 shocks).

Anyway, it's all kind of depressing.
 
StereoVsn said:
AI itself, much like the Internet, won't go away. But for regular folks, life will be crappier due to recession, and 401k/pensions taking a huge hit (market took 10+ years to recover after 2000 and then 2008 shocks).
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They will either completely enshitfy the product (put a lot of guardrails, drastically increase prices etc) or cut capabilities to something more sustainable.

But I wouldn't be surprised if OpenAI or Anthropic went bankrupt and Microsoft acquired what is left of them.
 
Draugoth said:
They will either completely enshitfy the product (put a lot of guardrails, drastically increase prices etc) or cut capabilities to something more sustainable.

But I wouldn't be surprised if OpenAI or Anthropic went bankrupt and Microsoft acquired what is left of them.
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Yep, the tech will get bought up by the mega corps. The effect on regular people though will be felt in all kinds of ways.
 
Lisa Su became the CEO of AMD 11 years ago. Below is the company's stock price over the last 10 years.

As you can see, she is clearly running the company into the ground.

KLzdgBtaZE3SY5N1.jpeg
 
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winjer said:
That is because it's not because of AI.
It's because AI servers are buying out all the memory from the market.
The result is that everything using dram will increase prices. Even Xiaomi recently stated that they expect smartphone prices to increase soon.
So unless there is a crash with the AI market soon enough, prices for everything will increase. That means GPUs, consoles, smartphones, cars, TVs, tablets, etc.
Click to expand...
If the time extends far enough there'll be a crash in everything. AI demand will fall off and previous customers will have given up and moved onto other hobbies or pursuits leaving these companies with enormous amounts of unsold product and nobody willing to buy it.

I've resolved to sit tight, keep my gear as it is and enjoy a large back catalog of steam and retro games. I have no plans to feed into this insanity. The steam deck and Odin 2 have taught me that you don't need cutting edge, ultra-powered hardware to enjoy games and so called "outdated" tech has a much longer life than we often grant it.
 
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Montauk said:
Do you understand what the word consistently means?

And are you really choosing a sarcastic wow to characterise the 8,321% increase in the company's stock price since Su's tenure began? Why?
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Do you understand what "while" means? At the same time they are hiking GPU prices, the stock is consistently falling.
 
Grildon Tundy said:
Do you understand what "while" means? At the same time they are hiking GPU prices, the stock is consistently falling.
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Lol, sure, that's what you meant.

The current stock price drop dates back to around the 12th of November - almost 2 weeks ago. This news is from about a week ago. So you've chosen to apply the word consistently to a 2 week period where it's unclear that that dip has anything to do with this.

AMD is down this month, but it's still up 20% over the last 3 months, 70% over 6 and 71% YTD.

I'm sure you're rushing to place bets that AMD's stock price will now "consistently" drop in light of them increasing the prices on their products.
 
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LordCBH said:
Doubly so if you're upgrading from an older card. I'm excited to see the performance difference between my 2080 Super and the new 9070 XT.
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My 5070ti arrives Thursday along with a 4k oled expensive monitor. I'll be going from 2016 1440p monitor and a 3070 so I'm genuinely excited to see the difference.
 
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RCX said:
If the time extends far enough there'll be a crash in everything. AI demand will fall off and previous customers will have given up and moved onto other hobbies or pursuits leaving these companies with enormous amounts of unsold product and nobody willing to buy it.

I've resolved to sit tight, keep my gear as it is and enjoy a large back catalog of steam and retro games. I have no plans to feed into this insanity. The steam deck and Odin 2 have taught me that you don't need cutting edge, ultra-powered hardware to enjoy games and so called "outdated" tech has a much longer life than we often grant it.
Click to expand...

OpenAI is risking making gamers hate them. I wouldn't want to risk being hated by gamers :messenger_tears_of_joy:
 
Draugoth said:
OpenAI is risking making gamers hate them. I wouldn't want to risk being hated by gamers :messenger_tears_of_joy:
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I'm thinking more of AMD here. They've already hitched their financial future to the AI bubble through their openAI stock deals. If things don't work out the way they hope they could find themselves in genuine trouble before the end of the decade.
 
Lmao the recent stock drop has absolutely nothing to do with gaming GPU price increases, it's all about more competence in the AI space (google) and the fear about the AI bubble previous to the NVidia/AMD quarter results.

As weird as it sounds, AI is more important for AMD/Nvidia and their stock than gaming products nowadays.

And talking about stock, this recent drop due to the META/Google deal is making both AMD and NV stock look like black friday deals if someone's looking for a stock to invest in, if it drops to 190 or close i'm 100% joining, same for NVidia if it gets another 4-5% more drop
 
LordCBH said:
I seriously looked at a 5070ti, but that 9070XT at $629 was too good a deal to pass up.
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You're in the US? You can order a 9070XT from Newgg for $599. Then add in the PayPal Pay in 4 promo for 20% cash back to make it $480.

Though at that price I went for an MSI 5070ti that was $730 after $20 rebate. The PayPal promo brought it to $580. I'll pay the extra $100 for the extras you get with NVIDIA.
 
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LordCBH said:
Doubly so if you're upgrading from an older card. I'm excited to see the performance difference between my 2080 Super and the new 9070 XT.
Click to expand...
Share some impressions when you get it. I also still rock a 2080 super and I'm curious what kind of jump a 9070xt will provide. The thing in my case is that I have a gsync monitor that I don't want to get rid of and that ties me to nvidia, unfortunately.
 
SolarFry said:
Share some impressions when you get it. I also still rock a 2080 super and I'm curious what kind of jump a 9070xt will provide. The thing in my case is that I have a gsync monitor that I don't want to get rid of and that ties me to nvidia, unfortunately.
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I've got two freesync monitors (32" curved 1440p and 27" curved 1440p).

Really excited to be upgrading. Def wanna see how this 9070 treats stuff like cyberpunk and Hogwarts, both of which hit don't run that great for me in my experience. I COULD turn some settings down, but I just don't want to.
 
I bit the bullet and bought a system now. wanted to wait a little bit until next high end amd gpus but at this point i am not sure what prices will look like in europe going into and during the next year. the system i got is easily upragedable with a highend gpu anyways if i feel like it...
 
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