NVIDIA rumored to stop bundling memory with GPUs, squeezing smaller board partners

Yeah, it's looking like COVID GPU pricing part 2.

What's funny is everybody going off on the projected Steam Machine pricing. At the rate everything might be going a $699 Steam Machine might look like a steal in early 2026. I'm "looking forward" to seeing the next Xbox increase. Sony looks to have hoarded enough to keep PS5 pricing stable.

Does Sony sit on a years worth of stock, do we know?

Its great that they're currently blitzing through the stock they put into retailers at a super low black Friday price but it is going to be interesting to see how they weather this.

The ps5 might have to go up by 100 to 200 dollars on its MSRP minimum and that's just right now. If it continues to get worse....

Oh Boy Fan GIF
 
This deal is getting worse all the time
Surely these global shortages can't continue? First Crypto, then Covid, now AI, what next...
Death of course.

When there will be not enough memory, I wonder if storage prices will go bananas.

Also my 128 GB RAM + 5090 earlier this year was a good decision.

With memory shortage I wonder if game optimizations will make a comeback?
 
Does Sony sit on a years worth of stock, do we know?

Its great that they're currently blitzing through the stock they put into retailers at a super low black Friday price but it is going to be interesting to see how they weather this.

The ps5 might have to go up by 100 to 200 dollars on its MSRP minimum and that's just right now. If it continues to get worse....

Oh Boy Fan GIF
If ps5 is going up by that much steam machine is going up aswell possibly even higher. Valve will want a profit on there machine, whilst Sony will still subsidise.
 
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If ps5 is going up by that much steam machine is going up aswell possibly even higher. Valve will want a profit on there machine, whilst Sony will still subsidise.
Well, yeah. Everythings going up. I cant see how it wont. Unless you are sat on like 12 months of stock minimum. And then why wouldnt you put the prices up and make more profit?
 
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Average big publisher:
I Dont Think So Captain America GIF by Chris Cimino
Carmack said once the he liked the old days because the hardware limitations forced them to be more creative with their programming. Maybe something like this will indeed make a comback because better hardware will be so expensive that it would be litereally pointless to make something for it. So in order to stand out graphically devs will have to get more creative again and not just push boundaries and then have customers buy new hardware to keep up with it.

Only time will tell.
 
It's an amazing card for performances vs the price. Mine also undervolted like a dream.
Definitly !
I have a 5090 in my main PC and a 5070 TI in my "console PC" which is connected to the TV in the living room. The difference in performance is actually not very huge when overclocking/undervolting and using dlss (and disabling high level ray / path tracing)
 
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Carmack said once the he liked the old days because the hardware limitations forced them to be more creative with their programming. Maybe something like this will indeed make a comback because better hardware will be so expensive that it would be litereally pointless to make something for it. So in order to stand out graphically devs will have to get more creative again and not just push boundaries and then have customers buy new hardware to keep up with it.

Only time will tell.
I mean, I would like for that to happen. If RAM becomes this scarce then HW design will change and coders will have to adapt.

Think of bigger SRAM pools as first level of the hierarchy (L01/L1/L2) and back to big bad high bandwidth eDRAM (128-512 MB as L3), slower cheaper to obtain in volume DRAM connected with wider parallelism / wider busses (also what AI likes) and HW mechanisms like SFS/PRT+ (as well as manual data streaming) moving data back and forth.

I do expect in such a scheme the priority is to keep everything compressed as densely as possibly up until use. CPU and GPU essentially having HW support for compressed data processing).

Welcome back PS2 ;).
 
I think these prices are gonna be AI data center dependent. And these guys are gonna build as many centers as they possibly can. Its just a matter of if they build at a pace that leaves something for gaming or the need for the data centers exceeds what's available. Of course there will be some hardware available but its gonna be pricey for gaming.

Theres a lot that goes into building them beyond just the processing power obviously. But they are definitely going to crank as many as they possibly can because its just a big chase for computing power. And none of them fan afford to fall behind. This whole Ai thing is getting crazy already
 
Does Sony sit on a years worth of stock, do we know?

Its great that they're currently blitzing through the stock they put into retailers at a super low black Friday price but it is going to be interesting to see how they weather this.

The ps5 might have to go up by 100 to 200 dollars on its MSRP minimum and that's just right now. If it continues to get worse....

Oh Boy Fan GIF
Well I guess they bought up stock of memory chips and other stuff ahead of time according to rumors.
 
Headline prediction: "Chinese sellers stripping Japanese-only PS5s for parts."

Inevitable to happen, the GDDR6 is about half the cost of that system. Rest can be sold to repair centers etc.
 
next gen prices are gonna be wild... AI is a bubble but a different kind of bubble, prices never gonna be back to normal, interesting times ahead for sure
 
Well, yeah. Everythings going up. I cant see how it wont. Unless you are sat on like 12 months of stock minimum. And then why wouldnt you put the prices up and make more profit?
For Sony the main profit is from 30% cut and PSN. The more people they get into ecosystem the more cash they can extract. Hardware profit is incidental really, they just don't want to take a big hit on subsidies.
 
Graphics are just gonna stagnate and devs will target 8GB video cards for a long time. Fine with me tbh.

This will obviously affect console prices too. Sony isn't gonna outbid the data centers and subsidize the hardware too.
The difference is there's deals in place between these brands. It's not like they can increase prices to Sony or Nintendo the same way they increase prices to the consumer. So even if Sony and Nintendo increase their prices, it's never going to be the same as buying a GPU for PC.

The good news is this is probably delaying the PS6 release by a year or 2. (2028/2029) if the 2027 rumor is (was?) true.
 
The difference is there's deals in place between these brands. It's not like they can increase prices to Sony or Nintendo the same way they increase prices to the consumer. So even if Sony and Nintendo increase their prices, it's never going to be the same as buying a GPU for PC.

The good news is this is probably delaying the PS6 release by a year or 2. (2028/2029) if the 2027 rumor is (was?) true.
It really depends how long the contract was for and how it was structured. The earlier rumors were that Sony had price locked in for Q1 2026 I think.
 
It really depends how long the contract was for and how it was structured. The earlier rumors were that Sony had price locked in for Q1 2026 I think.
Sony had RAM enough for the entire fiscal year. What i meant is even if they increase their prices they can't do like 200% price increases for RAM of GPUs for consoles like that unless those contracts suck big time lol.
 
Sony had RAM enough for the entire fiscal year. What i meant is even if they increase their prices they can't do like 200% price increases for RAM of GPUs for consoles like that unless those contracts suck big time lol.
Yep, fiscal year so Q1. Beyond that who the hell knows, they could be screwed or it would be a small bump. We will find out soon enough.
 
You know the difference between Sony's price for it and a single idiot buying RAM on Amazon right???

You know, basic economics???
It's cute that you think purchasing RAM on Amazon means you buy the RAM directly. No, you buy the RAM from a company like Kingston Technology that sells roughly 9 billion dollars worth of DRAM a year. Literally tens of millions of RAM sticks are sold by them. They are a far larger customer of DRAM than Sony would be for the PS5. So, you know, basic economics?

But none of that actually even matters. You're only going to get favorable contracts when capacity is not heavily constrained like it is now. If Kingston Technology (the #1 DRAM module vendor in the world) can't get favorable contract rates, what hope do you think any other company has?
 
The difference is there's deals in place between these brands. It's not like they can increase prices to Sony or Nintendo the same way they increase prices to the consumer. So even if Sony and Nintendo increase their prices, it's never going to be the same as buying a GPU for PC.

The good news is this is probably delaying the PS6 release by a year or 2. (2028/2029) if the 2027 rumor is (was?) true.

200.gif
 
I guess critical thinking skills are hard for some. SK Hynix, Samsung, and Micron don't sell directly to the consumer. ASUS, Kingston, Corsair, MSI, Nvidia, all have contracts with them. But that really doesn't matter when a single company decides to buy up 40% of the world's wafer supply.

Imagine being so stupid as to console war over something that is going to impact the entire world's technology sphere. This goes beyond such trivial things as PC gaming or console gaming.
 
I guess critical thinking skills are hard for some. SK Hynix, Samsung, and Micron don't sell directly to the consumer. ASUS, Kingston, Corsair, MSI, Nvidia, all have contracts with them. But that really doesn't matter when a single company decides to buy up 40% of the world's wafer supply.

Imagine being so stupid as to console war over something that is going to impact the entire world's technology sphere. This goes beyond such trivial things as PC gaming or console gaming.
it's not really console warring at this point, but Console gamers are more shielded by it at least because they have large ass corporations ready to shield them from the massive volatility of the market. RAM prices soaring by 3x is Sony's problem for now and they can't afford to pass it down to the consumer in a market that's historically prided itself on cheap and easy access to gaming.
sure Micron and Samsung don't sell direct to consumer but it's a hell of a lot more direct than the memory in a PS5 that Sony has an obligation to keep somewhat cheap
 
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it's not really console warring at this point, but Console gamers are more shielded by it at least because they have large ass corporations ready to shield them from the massive volatility of the market.
sure Micron and Samsung don't sell direct to consumer but it's a hell of a lot more direct than the memory in a PS5 that Sony has an obligation to keep somewhat cheap

The only people warring are those who deny a simple fact like this one

But they are the same that always tried to convince people you could buy a better PC than PS5 for the same price…

Now they are angry because the PCMR tax is about to go nuclear and nobody will believe their lies anymore
 
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it's not really console warring at this point, but Console gamers are more shielded by it at least because they have large ass corporations ready to shield them from the massive volatility of the market. RAM prices soaring by 3x is Sony's problem for now and they can't afford to pass it down to the consumer in a market that's historically prided itself on cheap and easy access to gaming.
sure Micron and Samsung don't sell direct to consumer but it's a hell of a lot more direct than the memory in a PS5 that Sony has an obligation to keep somewhat cheap
They are shielded to an extent. Sony has RAM they are sitting on but once that inventory has depleted they will have to deal with the higher costs. Judging by how they have handled the pricing of the PS5 so far (including tariffs) they would probably pass that onto the consumer. Now it won't be a massive jump just yet, likely on the order of 10% sometime next year, the same as AMD GPUs are expected to increase. GDDR6 pricing hasn't increased as much, but we have no idea how bad it might get in 2026. Worst case scenario even 10% might not be enough.

GPUs are in a similar spot right now, they (apart from the 5090, but that's due to other factors) are as cheap as they have ever been, but will likely see that 10% price increase soon as AIBs work through the current stock. But as I said, 10% might be lowballing it, who knows what GDDR6/7 might be priced at next year.

Another potential issue that can cause problems is availability. Depending on how much DRAM has been secured by everyone involved we might face shortages again as well.
The only people warring are those who deny a simple fact like this one

But they are the same that always tried to convince people you could buy a better PC than PS5 for the same price…

Now they are angry because the PCMR tax is about to go nuclear and nobody will believe their lies anymore
Oh please. You're literally one of the largest warriors on this site. This post is just more evidence of that. "believe their lies anymore", what are you, twelve?
 
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Lol, why is every console fanboy trying to take jabs at PC gaming. Do you think your playboxes don't use RAM?
They're because they don't want to have to know/understand anything about hardware.

Just like how all of them were going off that the Steam Machine won't be native 4K on AAA games. I'm not sure the bad news that not even the PS5 Pro does that sunk in. My favorite was one of them claim he was going to build a rig with an RTX 5080 for under a grand. Sure, build an entire computer with a $1,000 GPU for under a grand. Tell me you're clueless about PC hardware without saying "I'm clueless about PC hardware".

Fuck AIB partners.

They've been overcharging this generation, and riding the wave way too long.
I'm not sure what happened on the AMD side as those prices were far worse and were constantly far over MSRP.

NVIDIA wasn't as bad, but I'm sure they are squeezing their AIBs for all their worth. EVGA was smart to bow out when they did. We'll probably see a few more get taken down over the next year or two unfortunately.
 
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