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Gamers Nexus | NVIDIA: WTF?

IbizaPocholo

NeoGAFs Kent Brockman


We have corroborated rumors of a draw-down in NVIDIA consumer GPU supply into 2026, aligning with new and unfavorable terms for its subscription gaming service rolling-out to GeForce Now users. In this video, we break-down how the enterprise and data center "AI" companies are, we think, working together to keep GPUs out of the hands of consumers while raking-in tax breaks and government subsidies funded by those very consumers. We also talk about HBM wafer allocation and consumption as compared to consumer memory solutions.

TIMESTAMPS

00:00 - You'll Own Nothing
00:40 - Cutting Consumer GPU Production
01:29 - GPUs Are for Billionaires
05:57 - SUPPORT OUR WORK
07:31 - The GPU Consumer Supply News
10:51 - Inevitable Opportunity to Screw Consumers
13:43 - HBM Siphoning Wafer Supply
25:23 - No Wonder Micron Likes NVIDIA
27:17 - Subscription GPUs, Computers, and GeForce Now
31:24 - Conclusion
 
More of a breakdown how us as gamers, are fucked


Bryan Cranston Reaction GIF
 
When the AI bubble finally bursts and they come crawling back to gamers everyone should just boycott these fuckers and send their inventory prices into the basement.
 
When the AI bubble finally bursts and they come crawling back to gamers everyone should just boycott these fuckers and send their inventory prices into the basement.
Gamers might have moved on to cellphone gaming full time by then. The one electonics device that might still get made during all this.
 
Next year promises to be "interesting," and I wouldn't bet on this bubble bursting this time. If Nvidia has partnered with defense and military companies, that's a damn bad sign. These aren't the kind of guys who enjoy risky investments, and they usually have budgets and programs planned out several years in advance.
 
When the AI bubble finally bursts and they come crawling back to gamers everyone should just boycott these fuckers and send their inventory prices into the basement.
Unfortunately, the AI bubble bursting means 3 companies will be buying the supplies that's currently going to a dozen companies.

So we're fucked either way.
 
Next year promises to be "interesting," and I wouldn't bet on this bubble bursting this time. If Nvidia has partnered with defense and military companies, that's a damn bad sign. These aren't the kind of guys who enjoy risky investments, and they usually have budgets and programs planned out several years in advance.
Aren't half of these GPU's sitting in warehouses because there's not enough data centres to plop them into?

And militaries always cancels shit. I mean the US navy just mothballed the constitution class of frigates which were desperately needed.
 
Aren't half of these GPU's sitting in warehouses because there's not enough data centres to plop them into?
And militaries always cancels shit. I mean the US navy just mothballed the constitution class of frigates which were desperately needed.
I don't think it will work this time. It's a matter of national security and the race to be the first to embrace AI. We're simply looking at AI as an aid in creating assets for games. From a defense perspective, using AI in the long term is much more exciting. And unfortunately, it's not in our favor again. :messenger_tears_of_joy:
 
RIP gaming 1985-2025
This too shall pass.
Like Ed Crysler said (that awesome Sapphire dude that recently was a guest on The Full Nerd and Hardware Unboxed podcasts :
"PC gamers have been through stuff like this before, and will find a way. Don't panic. "
 
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we just cant slob nvidia's knob better than govts & multi-billion $$$ companies

at least we have amd
angryasshit.gif

AMD is busy picking up all the leftovers Nvidia couldn't manage to gobble up, like a dog underneath the table of a fat fuck having a messy buffet. They're all in on AI too.

That's the thing, the margins for AI are so insane that it makes nearly no economical sense for them right now to waste a silicon wafer for consumer centric product when that wafer can be worth tenfold and more for the AI craze.

I seriously don't see how this will calm down. Peoples say bubble this and bubble that but peoples don't understand that these companies are all outbidding themselves to reach AGI before another company and even another country. AGI is not even in the horizon for years to come most likely as LLMs won't cut it, but they won't simply twirl their thumbs in the meantime and not have the infrastructures as they take a long time to make anyway.

Stargate project, 5.5GW energy demand across sites.

Meta, 5GW and this chunk, just one of many

zuckerberg-to-build-manhattan-sized-5gw-datacenter-requires-v0-2d4tr2aw41ef1.jpeg


First country to reach AGI basically unlocks cheat code for the rest of the century.

Regardless what peoples think that's worth, they won't slow down.
 
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AMD is busy picking up all the leftovers Nvidia couldn't manage to gobble up, like a dog underneath the table of a fat fuck having a messy buffet. They're all in on AI too.

That's the thing, the margins for AI are so insane that it makes nearly no economical sense for them right now to waste a silicon wafer for consumer centric product when that wafer can be worth tenfold and more for the AI craze.

I seriously don't see how this will calm down. Peoples say bubble this and bubble that but peoples don't understand that these companies are all outbidding themselves to reach AGI before another company and even another country. AGI is not even in the horizon for years to come most likely as LLMs won't cut it, but they won't simply twirl their thumbs in the meantime and not have the infrastructures as they take a long time to make anyway.

Stargate project, 5.5GW energy demand across sites.

Meta, 5GW and this chunk, just one of many

zuckerberg-to-build-manhattan-sized-5gw-datacenter-requires-v0-2d4tr2aw41ef1.jpeg


First country to reach AGI basically unlocks cheat code for the rest of the century.

Regardless what peoples think that's worth, they won't slow down.
warehouse full on GPU's aint gonna give AGI. it would require them to be fucking sentient. this AI hype is simply being blown up to the scale that will allow the fed print liquidity into the system and then siphon it into the banks and market without the average joe question where all this money came that diluted all his savings purchasing power over the next decade.
 
warehouse full on GPU's aint gonna give AGI.

They ain't slowing down the race to it as I said.

This is a bigger race than even the space race

Whomever unlocks AGI basically owns the world in the future. As dystopian as that can sound, that's where we're heading.

it would require them to be fucking sentient. this AI hype is simply being blown up to the scale that will allow the fed print liquidity into the system and then siphon it into the banks and market without the average joe question where all this money came that diluted all his savings purchasing power over the next decade.

Anyone thinking that AI is gonna fizzle out is disconnected. As much as you can hate it, it ain't going away. They ain't lifting the foot off the pedal just because current LLMs won't achieve AGI. At the pace things have advanced in AI in the past years, how many more stepping stones are needed to achieve AGI? Nobody really knows but they certainly ain't waiting on it. It's not suddenly gonna be a model that is incompatible with 1) energy requirements 2) compute requirements.
 
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When the AI bubble finally bursts and they come crawling back to gamers everyone should just boycott these fuckers and send their inventory prices into the basement.
That won't work in the same manner even if AI bubble goes belly up, and that's a big if.

Most of the cards aren't even designed to output video and have HBM memory setup. These GPUs won't work in regular PCs.
 
AMD could, just once in the last 20 years, stop chasing Nvidia, take the momentum and explore the market that is being left aside.
They can't because some activist shareholders would immediately try to change the board makeup and oust CEO.

So AI all speed ahead for AMD and even Intel.
 
Also, a likely timeline of the race, written by a broad range of AI experts in the field.


at worst 2027 is the speedrun of AGI, at best its delayed ? years from now. But the scenario and power play between USA and China is indeed blatant to see.

Video that took the paper's predictions to a more entertainment form

 
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AMD is busy picking up all the leftovers Nvidia couldn't manage to gobble up, like a dog underneath the table of a fat fuck having a messy buffet. They're all in on AI too.

That's the thing, the margins for AI are so insane that it makes nearly no economical sense for them right now to waste a silicon wafer for consumer centric product when that wafer can be worth tenfold and more for the AI craze.

I seriously don't see how this will calm down. Peoples say bubble this and bubble that but peoples don't understand that these companies are all outbidding themselves to reach AGI before another company and even another country. AGI is not even in the horizon for years to come most likely as LLMs won't cut it, but they won't simply twirl their thumbs in the meantime and not have the infrastructures as they take a long time to make anyway.

Stargate project, 5.5GW energy demand across sites.

Meta, 5GW and this chunk, just one of many

zuckerberg-to-build-manhattan-sized-5gw-datacenter-requires-v0-2d4tr2aw41ef1.jpeg


First country to reach AGI basically unlocks cheat code for the rest of the century.

Regardless what peoples think that's worth, they won't slow down.

I doubt we will see real AGI, but all the damage from Ai - of course (environment, job market, consumer products market, price of electricity etc.).

And all of this is running on small shoulders of TSMC, ASML and Carl Zeiss 🤡

 
That won't work in the same manner even if AI bubble goes belly up, and that's a big if.

Most of the cards aren't even designed to output video and have HBM memory setup. These GPUs won't work in regular PCs.
No I get that, but I mean when all these companies have to make the inevitable pivot back to trying to sell to us.

Video that took the paper's predictions to a more entertainment form


So basically we've hit the part of The Hitchhiker's Guide to the Galaxy where we're creating computers that plan and create ever larger computers that we will eventually somehow use to solve the problems of life the universe and everything.
 
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