Nvidia’s leaked roadmap suggests it’ll break its usual two year release cadence and release the RTX 5000 series in 2025, not 2024 as was anticipated.
Nvidia’s leaked roadmap suggests it’ll break its usual two year release cadence and release the RTX 5000 series in 2025, not 2024 as was anticipated.
I think that they’re engaging in market segmentation. The AI guys need a lot of VRAM, and so Nvidia refrains from bumping VRAM on gaming cards, and charges an arm and a leg for the high-VRAM cards to extract more money from the people and companies doing AI work. That lets them capture both the gaming market at a lower price and the AI market at a higher price.
Because of that segmentation, I don’t actually think that selling at a high price to the the AI market requires charging a lot for gaming cards.
Ordinarily, absent formation of a cartel to collude to keep prices high, competition would prevent that – if a competitor could sell cards more-cheaply they can do so and take the marketshare, but AMD is presently playing catch-up in the AI field, so for now, Nvidia has a pretty free hand, as they’re the only game in town for many.