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Comment by wongarsu | Hacker News Reader

I'm sure Nvidia would have no issue selling this "avalanche" if they just dropped prices a bit

We went with AMD for our $300k AI server, then after two months of delays were told it will be delayed another 10 months. Getting the same amount of VRAM from Nvidia remains out of our budget

Meanwhile "reasonably-sized" cards like a RTX 6000 Pro Blackwell or even a consumer RTX 5080 still trade for twice what they cost in January

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And secondarily, other chip manufacturers (e.g. hyperscalers, frontier labs, AMD) are likely interested in "purchasing" any excess wafer capacity.

Potentially less revenue and lower margins for Nvidia, but not necessarily supply they cannot get rid off.

Honestly agreed. I would gladly switch back from AMD if Nvidia lost their multiplier over how it was a few years ago (and got rid of that new power connector). But my few thousand is nothing to Oracle and co's hundreds of billions. Even your $300k. So if the circular financing does pay off, it'll pay off big.

Dropping prices would be a scary signal about demand and their stock would likely drop.

Yes this is 100% about stock price/perception. Every single piece of Nvidia hardware is being scalped at the moment; they must be averaging 2x MSRP, upping supply is not real problem.

Radeon AI PRO R9700 32G gpu with the recent CUDA-free LLM software... now punches way above its budget class. They are cheap as most folks haven't figured out the recent performance hacks yet.

They are still everywhere, and who cares if it takes 14 hours instead of 6 hours if the task gets done. =3

https://www.youtube.com/watch?v=Ty4lTwykmKY

https://www.pugetsystems.com/labs/articles/amd-radeon-ai-pro...

Can they afford to drop the prices without causing investor panic? Feels like Nvidia needs to constantly exceed all expectations to justify their share value. And if their share value drops, it might have a negative impact on their ability to finance their own customers, and if their customers run out of funding, they’re gonna have even more trouble shifting units.

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