Discussion Nvidia Blackwell in Q1-2025

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moonbogg

Lifer
Jan 8, 2011
10,667
3,197
136
Scalpers reportedly selling 5090s for as high as $7000. A lot of them are at least much more reasonable at $3500-$5000. Lots of watchers as well and some have a lot of bids over $3000. That's why I think the next flagship needs to have an MSRP that is higher than whatever these buyers have shown they will pay on ebay for a scalped 5090. If these cards sell for $3500+ on ebay, then the 6090 should have an MSRP of at least $4500. The price should match what people are willing to pay, so I think Asus was right to charge $2800. People will complain about the price as they take out their credit card and add to cart.
 

Josh128

Senior member
Oct 14, 2022
612
1,001
106
They aren't? It's a pretty tightly BOM-optimized part.

We'll see about that. If the die size is 350-380mm2, Im not expecting less than $549 and $649 at best for the non-XT and XT parts, at best, which isnt exactly going to set the world on fire compared to the 5000 series offerings.
 
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Thunder 57

Diamond Member
Aug 19, 2007
3,283
5,389
136
We'll see about that. If the die size is 350-380mm2, Im not expecting less than $549 and $649 at best for the non-XT and XT parts, at best, which isnt exactly going to set the world on fire compared to the 5000 series offerings.

If the performance rumors are right those prices could work. $100 less for a part that performs like a 5070 Ti, and the same price as what looks to be a very lackluster 5070? Of course $500/600 would be even more attractive.
 

CP5670

Diamond Member
Jun 24, 2004
5,633
733
126
Scalpers reportedly selling 5090s for as high as $7000. A lot of them are at least much more reasonable at $3500-$5000. Lots of watchers as well and some have a lot of bids over $3000. That's why I think the next flagship needs to have an MSRP that is higher than whatever these buyers have shown they will pay on ebay for a scalped 5090. If these cards sell for $3500+ on ebay, then the 6090 should have an MSRP of at least $4500. The price should match what people are willing to pay, so I think Asus was right to charge $2800. People will complain about the price as they take out their credit card and add to cart.

It seems like even if you wanted this card, it will be nearly impossible to find. I'm reading availability will be even worse than 4090 was, which in turn will keep the resale value of the 4090 up for a while.
 

Kocicak

Golden Member
Jan 17, 2019
1,176
1,228
136
Scalpers reportedly selling 5090s for as high as $7000. A lot of them are at least much more reasonable at $3500-$5000.
Scalpers exist only because the manufacturer temporarilly cannot satisfy the demand. Do not atribute any important role (as influencing the normal sale price) to them.


The price should match what people are willing to pay.
No, only the monopolist charges people what are they willing to pay, and monopols are subjected to all sorts of regulation, because it is simply WRONG.
 

coercitiv

Diamond Member
Jan 24, 2014
6,956
15,589
136
If these cards sell for $3500+ on ebay, then the 6090 should have an MSRP of at least $4500. The price should match what people are willing to pay, so I think Asus was right to charge $2800. People will complain about the price as they take out their credit card and add to cart.
I think this needs to end, Nvidia should to stop selling flagship cards and make them available through subscription only. $200/month and you get your 6090 delivery, no more bids and wasted time. For a premium $300/month you can even get early access to new cards before the press does (24 months subscription only, terms and conditions apply)

Meanwhile everyone else can buy prepaid cards, with credit on them. Buy a $300 5060 with 300 hours of gaming on it and 6 months credit life. The more you buy, the more you save!
 

poke01

Diamond Member
Mar 8, 2022
3,037
4,018
106
I think this needs to end, Nvidia should to stop selling flagship cards and make them available through subscription only. $200/month and you get your 6090 delivery, no more bids and wasted time. For a premium $300/month you can even get early access to new cards before the press does (24 months subscription only, terms and conditions apply)

Meanwhile everyone else can buy prepaid cards, with credit on them. Buy a $300 5060 with 300 hours of gaming on it and 6 months credit life. The more you buy, the more you save!
Subscription GPUs or any hardware sub will never take off. It’s not a good business model.
 

coercitiv

Diamond Member
Jan 24, 2014
6,956
15,589
136
Subscription GPUs or any hardware sub will never take off. It’s not a good business model.
Gamers don't own their games anymore, why should they bother owning expensive cards that nowadays differentiate through their software features? Nvidia could even introduce a free tier in their subscription stack, using AMD hardware.

PS: it was a reply to a joke about pricing products based on scalper bids at launch, during limited availability (in other words pricing a product based on what the top 1% are willing to pay for it).
 
Reactions: Tlh97 and poke01

Kocicak

Golden Member
Jan 17, 2019
1,176
1,228
136
No, only the monopolist charges people what are they willing to pay, and monopols are subjected to all sorts of regulation, because it is simply WRONG.
When you look at the market position of Nvidia, I actually think that they should be regulated strictly and their excessive profit limited.
 

Win2012R2

Senior member
Dec 5, 2024
647
609
96
Jensen might need a cheaper leather jacket for CES 2026 showing 6090 made on N2 process in volume only for $999, I guess this speculation is for another thread...
 

yottabit

Golden Member
Jun 5, 2008
1,566
656
146
Can someone ELI5 why DeepSeek being succesful would crush Nvidia prices? Is it not running on Nvidia GPUs?
 

coercitiv

Diamond Member
Jan 24, 2014
6,956
15,589
136
Can someone ELI5 why DeepSeek being succesful would crush Nvidia prices? Is it not running on Nvidia GPUs?
Yup, they trained their model using a fraction of the hardware resources used by the western big boys. Investors are now worried that the huge datacenter capex increase is not really necessary. (or may be rendered obsolete by a simple open source release)
 

Win2012R2

Senior member
Dec 5, 2024
647
609
96
Lower training costs, turns out multi-billion datacenters for AI are not necessary.
They are still necessary for inference which is getting much heavier hit with new "AI" models, but that is far less protected by CUDA moat (and NVLINK/Mellanox switching gear) and price premium for those isn't anywhere as high as for NVIDIA stuff.
 
Reactions: Tlh97 and Saylick
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