[fvv]

the market and the selling price also includes sales strategies, penetrating a sector dominated by a strong player with somewhat "smart" sales strategies *1

and with a growing but certainly less mature product ( expecially software ), it requires suitable pricing and allocation strategies

1. https://www.techspot.com/news/102056-nvidia-allegedly-punish...

[fvv]

the price of h100 reflects and reflected the fact that there is a total monopoly in the training sector,

amd is successfully attacking the inference sector, increasing its advantage with mi325 and aiming for training from 2025 with mi350 (and Infinity Fabric interconnect and other types of interconnection that are arriving for the various topologies), which will probably have an advantage over blackwell, and then fall back against rubin and come back ahead against mi400,

at least, this is what it seems, and as long as the rocm continues to improve.

Personally I am happy to see some competition in the sector and especially on open source software

[paulmd]

This stuff is the actual reason nvidia is under antitrust investigation.

boo boo, a GTX 670 that cost you $399 in 2012 now costs $599 - grow up, do the inflation calculation, and realize you’re being a child. gamers get the best deal on bulk silicon on the planet, R&D subsidized by enterprise, fantastic blue-sky research that takes years for competitors to (not even) match, and it’s still never enough. ”Gamers” have justified every single cliche and stereotype over the last 5 years, absolutely inveterate manbabies.

(Hardware Unboxed put out a video today with the headline+caption combo “are gamers entitled”/“are GeForce gpus gross”, and that’s what passes for reasoned discourse among the most popular channels. They’ve been trading segments back and forth with GN that are just absolute “how bad is nvidia” “real bad, but what do you guys think???” tier shit, lmao.

https://i.imgur.com/98x0F1H.png

this stuff is real shit, nvidia has been leaning on partners to maintain their segmentation, micromanaging shipment release to maintain price levels (cartel behavior), punishing customers and suppliers with “you know what will happen if you cross us”, literally putting it in writing with GPP (big mistake), playing fuck fuck games with not letting the drivers be run in a datacenter, etc. You see how that’s a little different than a gpu going from an inflation-adjusted $570 to $599 over 10 years?

(And what’s worse the competition can’t even keep that much, they’re falling off even harder now that Moores law has really kicked the bucket and they have to do architectural work every gen just to make progress, instead of getting free shrinks etc… let alone having to develop software! /gasp)

In entirely unrelated news… gigabyte suddenly has a 4070 ti super with a blower cooler. Oh, and it’s single-slot with end-fire power connector. All three forbidden features at once - very subtle, extremely law-abiding.

https://videocardz.com/newz/gigabyte-unveils-geforce-rtx-407...

and literally gamers can’t help but think this whole ftc case is all about themselves anyway…