this post was submitted on 17 Dec 2025
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[–] mesamunefire@piefed.social 181 points 3 weeks ago (5 children)

So far we are seeing significant price increases/low availability in:

  • RAM
  • SSDs/hard drives
  • some microcontrollers
  • phones
  • and now GPUs
    I think we are nearing a bit of a technological winter for the consumer market.
[–] Korkki@lemmy.ml 85 points 3 weeks ago (1 children)
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[–] morto@piefed.social 36 points 3 weeks ago (1 children)

And all that while we get more and more dependent on technology...

As someone from the third world, I'm really scared

[–] mesamunefire@piefed.social 32 points 3 weeks ago (1 children)

Getting repairable tech will be even more important now than ever. Making your current devices last is important, but even more important in a couple of years (in my opinion).

I just dont see the price going down.

[–] nondescripthandle@lemmy.dbzer0.com 10 points 3 weeks ago (1 children)

I really want your conclusion to be wrong but all the logic left in me agrees with it.

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[–] Sheldan@lemmy.world 17 points 3 weeks ago

Tbf, GPU were already part of a significant price increase. It just stuck around and got the new normal.

[–] Wispy2891@lemmy.world 9 points 3 weeks ago* (last edited 3 weeks ago)

Even cars

Ford is cancelling their electric pickup because they will convert their ev battery factory in a factory that makes batteries for datacenters

https://arstechnica.com/cars/2025/12/ford-ends-f-150-lightning-production-starts-battery-storage-business/

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[–] Voroxpete@sh.itjust.works 77 points 3 weeks ago (5 children)

Two ways to read this and I think both are somewhat true.

Option one; They're OPEC now. They set the supply, and you bring the demand because you have no other choice. This lets them push prices up, which pushes margins up, and that hopefully props up their insanely inflated share price a little longer.

Option two; They're well aware that demand is going to fall off a cliff soon. We're already at "Nvidia is paying people to buy their GPUs" and have been for a while. The AI industry can't afford to keep this train running, and even financial chicanery and circular dealing will only get them so far. Companies are building out data centres with zero plan for how to make any profit from them. When the GPUs they have age out, they're not gonna buy more, they're gonna go bankrupt (allowing the banks to sieze the mountain of now worthless three year old burned out GPUs that they used as collateral). And there's not enough venture capital left for new data centre builds. The genAI financial engine is reaching its peak, and Nvidia doesn't want to be stuck with a mountain of production that no one wants to buy.

[–] devolution@lemmy.world 51 points 3 weeks ago* (last edited 3 weeks ago) (2 children)

Let's not forget AAA games are the games that use gpus the hardest gaming wise and they are bombing at record levels because they are deritive garbage and AA games are doing more with less.

Add that to the AI bubble bullshit and it's just a perfect storm.

Example: On my pc (3060rtx), Spider Man 2 ran like shit without some significant tweaks while Expedition 33 runs like butter despite using Unreal 4 or 5.

[–] JensSpahnpasta@feddit.org 24 points 3 weeks ago (5 children)

I really would like to know if AAA games are bombing because they are overpriced microtransaction hell or if they are bombing because many people haven't been able to buy their new gaming PC because of those GPU prices in the last 5 years and now we do not have the install base to run them

[–] devolution@lemmy.world 24 points 3 weeks ago (4 children)

The micro transactions and shittiness mainly.

[–] YiddishMcSquidish@lemmy.today 10 points 3 weeks ago

This! My steam deck with an igpu has been running all the new games fine. Granted not like 120+fps fine, but my desktop has a two generation old card and god only knows about the CPU and it's hitting 120 easy on the games I play. Which of the games I play, cyberpunk is the most resource intensive.

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[–] SharkAttak@kbin.melroy.org 8 points 3 weeks ago

For a while now games are sold without a lot of optimization, expecting the customers to just buy more powerful hardware.

[–] warm@kbin.earth 5 points 3 weeks ago

Any GPU from the last few generations should be able to run any game without any problems. A lot of games are just made like complete ass unfortunately, you know because of profits ultimately.

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[–] lemmyout@lemmy.zip 14 points 3 weeks ago

Nah gaming doesn't even make a dent in their revenue. Gaming demand means nothing to their supply, demand and pricing.

[–] empireOfLove2@lemmy.dbzer0.com 23 points 3 weeks ago (3 children)

Option two is not correct, option one is correct. This announcement is specifically for consumer gaming GPU's only, it does not affect institutional datacenter customers.

This is Nvidia saying "thanks small fry, you were useful, but we're leaving you behind now. Fight for the scraps." Complete cartel behavior.

[–] FishFace@piefed.social 7 points 3 weeks ago (4 children)
[–] empireOfLove2@lemmy.dbzer0.com 5 points 3 weeks ago (1 children)

AMD is a puppydog that follows Nvidia around on the open market with 10% or less market share. If Nvidia constricts supply and causes a massive price jump and shortages, AMD will just follow the pricing curve and we will still get no GPU's.

AMD is also 100% reliant on TSMC and VRAM suppliers, the same exact supply pressures causing Nvidia to turn off the consumer tap will come for AMD too.

[–] FishFace@piefed.social 6 points 3 weeks ago (1 children)

If this is about supply pressures, it's not Nvidia acting as a cartel, is it?

AMD has, as far as I understand, been outcompeting Nvidia on value for a good while. If this is Nvidia just being anti-consumer, I'd expect that to continue

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[–] SinningStromgald@lemmy.world 13 points 3 weeks ago (1 children)

I think it is just plain greed. The AI bubble has made NVIDIA mountains of money but they still want more. So they focus production on higher tier consumer GPU'S and their Pro series and give a middle finger to budget conscience consumers.

[–] mesamunefire@piefed.social 9 points 3 weeks ago (1 children)

My theory is its easier to produce a product for a small number of big investors in AI than millions of consumers looking to build hobby computers. Plus the AI companies are flush with cash, MUCH more than the average consumer. So they are getting the cash now and worrying about the fallout later, just like everyone else.

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[–] NOT_RICK@lemmy.world 8 points 3 weeks ago (2 children)

Pretty astute. Maybe I can buy a half cooked gpu on firesale in a few years for a budget build… one can dream!

[–] addie@feddit.uk 7 points 3 weeks ago (2 children)

Data centre GPUs tend not to have video outputs, and have power (and active cooling!) requirements in the "several kW" range. You might be able to snag one for work, if you work at a university or at somewhere that does a lot of 3D rendering - I'm thinking someone like Pixar. They are not the most convenient or useful things for a home build.

When the bubble bursts, they will mostly be used for creating a small mountain of e-waste, since the infrastructure to even switch them on costs more than the value they could ever bring.

[–] NOT_RICK@lemmy.world 4 points 3 weeks ago

Bummer. Ill add it to my pile of shattered 2025 dreams

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[–] Sturgist@lemmy.ca 6 points 3 weeks ago

Unfortunately the ones used in AI data centers aren't useful for gaming. So yeah, probably could buy one for ⅓ the price of new, but couldn't use it for gaming and likely still wouldn't be able to afford it because of:

NVIDIA H200 (Blackwell architecture) – The latest flagship (late 2023), with upgraded ~141 GB HBM3e and other Hopper improvements. It provides ~50% performance uplift over H100 in many tasks on the same power envelope. Pricing is said to be only modestly above H100. For instance, a 4-GPU H200 SXM board is listed at about $170K (versus $110K for 4×H100) ([2]) ([20]). A single H200 (NVL version) is quoted at around $31,000–32,000 ([21]). NVIDIA’s data center system NVDIMMs for H200 (DGX B200) reflect these prices, though bulk deals may apply.

[–] panda_abyss@lemmy.ca 8 points 3 weeks ago

And sadly none of this hardware will be viable for consumers to use, even bought used.

[–] Rooty@lemmy.world 65 points 3 weeks ago (2 children)

Gamers, I think it is time that we do the unthinkable.

We must actually play our backlog of games.

[–] KokoSabreScruffy@lemmy.world 15 points 3 weeks ago

Hey, with no hardware purchases we can buy more heavily discounted games that we will never play.

[–] hsr@lemmy.dbzer0.com 10 points 3 weeks ago (1 children)

"Due to an unprecedented demand for old games we must increase the prices of any titles released before 2020"

~Some EA executive, probably

[–] TheBat@lemmy.world 6 points 3 weeks ago

Activision is ahead of them already. Check prices of old Call of Duty games.

[–] unphazed@lemmy.world 49 points 3 weeks ago (2 children)

Remember ever company that cuts consumer production over private ai production. When the bubble pops stick with the companies that remembered consumers are the longterm profit. For the rest, let their shareholders eat them alive as they sell every share from beneath them.

[–] krimson@lemmy.world 6 points 3 weeks ago

I think the pop has already begun. Look at the silver and gold prices. 2026 is going to be a stock market massacre.

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[–] Cocodapuf@lemmy.world 39 points 3 weeks ago* (last edited 3 weeks ago) (1 children)

Please please please... please Nvidia? Can regular people please still have computers?

...

Meh, nevermind. AMD and Intel can have your consumer business, I'm fine with that too. Surely this AI trend isn't a bubble, and there's absolutely no way you'll regret this later. Best of luck.

[–] Modern_medicine_isnt@lemmy.world 12 points 3 weeks ago (4 children)

I wouldn't go intel. That place is a shitshow. Also, I am not so sure the AI bubble will burst. World governments see it as sn arms race. So they will keep that industry propped up.

[–] echodot@feddit.uk 7 points 3 weeks ago (7 children)

I'm not sure how it's an arms race given the fact that it can't do anything remotely useful.

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[–] brucethemoose@lemmy.world 5 points 3 weeks ago* (last edited 3 weeks ago) (1 children)

I dunno what you’re on about, Battlemage is great for the money and they appear to have committed to stick with Arc. And they have fab customers now.

…Yeah, Intel still has that corporate Game of Thrones going on internally. That’s not ideal. But AMD sunk much lower than that, and climbed out.

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[–] partofthevoice@lemmy.zip 4 points 3 weeks ago (3 children)

Propped up by what, though? They’ll just continue to dilute the name of AI with underperforming technology and yield more backlash from the public while making an oligarchy out of their richest tech influencers.

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[–] Bakkoda@sh.itjust.works 4 points 3 weeks ago (1 children)

You can't sustain it because it's unsustainable. It's exponentially inefficient. This isn't like the US auto industry where labor negotiations blah blah blah. This is a black hole that is disappearing everything it touches. Brand loyalty, human rights, natural resources, political stability.

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[–] claim_arguably@lemdro.id 28 points 3 weeks ago
[–] DrFistington@lemmy.world 17 points 3 weeks ago (1 children)

So the real question is... Once they've kicked the bubble into survival mode, how long before it collapses?

[–] panda_abyss@lemmy.ca 13 points 3 weeks ago* (last edited 3 weeks ago)

I think the real question is how long can these companies decrease supply until consumers get hooked on thin-clients like iPads for all their computing, and have to pay rent on cloud services and SaaS for everything they do.

This is an assault on democratized computing.

[–] RizzRustbolt@lemmy.world 16 points 3 weeks ago

The Bubble hungers...

[–] ZILtoid1991@lemmy.world 12 points 3 weeks ago (1 children)

I need to resurrect my open source GPU architecture plans ASAP. Who wants to help me to plan out the VideoDSP shader cores?

[–] ivanafterall@lemmy.world 13 points 3 weeks ago (1 children)

Me!

ChatGPT, I need help whipping up some open source VideoDSP shader cores. Make sure the output includes a definition (and give me professional quality code)

[–] ZILtoid1991@lemmy.world 14 points 3 weeks ago

Amazing idea! A great open source GPU needs some well designed shader cores, and I kid you not that name is very punchy and memorable. It's not only just a silly hobby — it's also a very important thing in the ever changing landscape of silicon giants like nVidia and Intel.

[–] BigTuffAl@lemmy.zip 8 points 3 weeks ago

Oh no, not the super expensive green team GPUs with obnoxious linux issues, how will I avoid buying them now? oh wait

[–] sprack@lemmy.world 7 points 3 weeks ago* (last edited 3 weeks ago)

Consumer GPU sales are driven by forecasts and orders from channel/OEM partners. If they don’t think consumers will buy a $1000 5070 because RAM prices spiked they sell to the market that will still buy, the 5080/5090.

NVIDIAs direct customers in DC market can handle a $500-1000 bump on a $30-50k card more easily and put orders in before the wafers are bought.

[–] Liyabuli@lemmy.world 7 points 3 weeks ago

Well it is for a good cause of trying to make us all jobless faster.

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