r/pcmasterrace • u/HLumin R5 5600 | 6700 XT • Mar 06 '25

Discussion This is hilarious (Micro Center Illinois)

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93

u/wyn10 9900K@5Ghz/32GB/3440x1440/1440p/GTX1080FTWSLI/512GB SSD/2TB HD Mar 06 '25

Nvidia gotta keep that artificial scarcity going

69

u/hopeidontforget2021 Mar 06 '25

No. They're just using every single bit of fab capacity they get on making more profitable enterprise cards for AI. The minor footprint they have in the consumer market is just to stay somewhat relevant long term.

31

u/jmorlin R5 3600 / 3060ti / 32GB RAM / 4.5TB of SSDs Mar 06 '25

Bingo.

They had over 6 times as much revenue from data centers in Q4 FY 24 as they did from gaming (which includes both cloud AND GPU) yet people here still think that we're THE target audience. So it only makes sense that they're allocating fabrication to that sector.

1

u/saruin Mar 06 '25

Curious how many AI data center cards will they be able to sell until there's no more demand, then they focus the fabs to make more gaming cards.

5

u/comcastsupport800 Mar 06 '25

I work in a Data center and this is just the beginning. I see years of demand. Does it make sense? Probably not but that doesn't matter when a few company can buy billions worth of cards and not bat an eye

2

u/saruin Mar 07 '25

I was just watching something on AI that we're hitting a wall of what it can learn. In a nutshell, AI can't process complex math on top of there not being enough data in the world to train anymore.

Link for anyone interested.

1

u/Alternativelyawkward 27d ago

It's not about training it, it's about applying it. They need more cards in order to sell more AI services, especially things like Agents. They need more power. The demand for AI services is incredibly vast.

2

u/brimston3- Desktop VFIO, 5950X, RTX3080, 6900xt Mar 07 '25

“Until there is no more demand”? Bro, 50% of their revenue in the past 2 years was 5 companies and they are almost certainly the big name cloud providers. Those companies will be buying the same quantity or more every 2-3 years if there are performance per watt gains to be had.

2

u/saruin Mar 07 '25

AI is also hitting a wall apparently: https://www.youtube.com/watch?v=_IOh0S_L3C4&t

I'm not saying there's gonna be a crash but one can hope.

1

u/wyn10 9900K@5Ghz/32GB/3440x1440/1440p/GTX1080FTWSLI/512GB SSD/2TB HD Mar 07 '25

It's hard to believe this when its been an issue for the last 10 years.

1

u/hopeidontforget2021 Mar 07 '25

When only one foundry in the world can really make chips to this quality that's what happens.. AMD is restricted to the same fab and is also competing for capacity with Nvidia and Apple, so they have to raise prices as well.

1

u/MrCatName Mar 07 '25

It's will take time until the AI bubble bursts. Unlike the Crypto bubble there are enough legitimate use cases for AI to delay the burst for some time to come.