• Shed a tear for poor Nvidia, won't you?

    From Spalls Hurgenson@spallshurgenson@gmail.com to comp.sys.ibm.pc.games.action on Wed Apr 15 12:32:25 2026
    From Newsgroup: comp.sys.ibm.pc.games.action


    Well, it's good to see the AI RAMpocalypse isn't only fucking ordinary
    users. Because RAM and DRAM prices have skyrocketed, it's also costing
    nvidia close to $900 billion dollars. How? Because they have to pay
    for the RAM when users make warrantied claims against broken GPUs. You
    (or, more likely, AI and crypto-bros) send them their broken card, and
    then they gotta fix it... which may mean replacing the RAM, or just
    sending out a new card. But either way, Nvidia has to pay for the RAM
    on that card, and the prices of the stuff have gone up dramatically.

    How dramatically? Well, as stated, a recent report by Warranty Week
    indicates that in 2025 it cost Nvidia $894 million USD for these
    replacements. The year prior? $81 million.*

    Of course, this isn't /entirely/ due to the outrageous RAM price
    increases. It also likely has a lot to do with the increased RAM on
    modern GPUs, and how many more GPUs Nvidia is selling to corporations
    which end up driving these cards very, very hard (an average gamer
    probably pushes his GPU moderately hard a few hours a week; the AIbros
    run these things full-throttle 24/7). But the RAM costs definitely are
    a major factor.

    Still, it's hard to feel any sympathy for Nvidia and the other tech
    companies (especially since that $894 million dollar cost is a drop in
    the bucket of Nvidia's $4,400,000 million dollar valuation). But it's
    nice to see them suffering even a little bit, like the rest of us
    rubes. Something about petards and hoisting, I think.







    * here's a little more detail about the story https://www.pcgamesn.com/nvidia/gpu-warranty-claims-2025


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  • From Dimensional Traveler@dtravel@sonic.net to comp.sys.ibm.pc.games.action on Wed Apr 15 17:39:22 2026
    From Newsgroup: comp.sys.ibm.pc.games.action

    On 4/15/2026 9:32 AM, Spalls Hurgenson wrote:

    Well, it's good to see the AI RAMpocalypse isn't only fucking ordinary
    users. Because RAM and DRAM prices have skyrocketed, it's also costing
    nvidia close to $900 billion dollars. How? Because they have to pay
    for the RAM when users make warrantied claims against broken GPUs. You
    (or, more likely, AI and crypto-bros) send them their broken card, and
    then they gotta fix it... which may mean replacing the RAM, or just
    sending out a new card. But either way, Nvidia has to pay for the RAM
    on that card, and the prices of the stuff have gone up dramatically.

    How dramatically? Well, as stated, a recent report by Warranty Week
    indicates that in 2025 it cost Nvidia $894 million USD for these replacements. The year prior? $81 million.*

    Of course, this isn't /entirely/ due to the outrageous RAM price
    increases. It also likely has a lot to do with the increased RAM on
    modern GPUs, and how many more GPUs Nvidia is selling to corporations
    which end up driving these cards very, very hard (an average gamer
    probably pushes his GPU moderately hard a few hours a week; the AIbros
    run these things full-throttle 24/7). But the RAM costs definitely are
    a major factor.

    Still, it's hard to feel any sympathy for Nvidia and the other tech
    companies (especially since that $894 million dollar cost is a drop in
    the bucket of Nvidia's $4,400,000 million dollar valuation). But it's
    nice to see them suffering even a little bit, like the rest of us
    rubes. Something about petards and hoisting, I think.

    I'm sure they are working hard on solving that problem.

    By finding a way to pass the extra costs on to the customers.
    --
    I've done good in this world. Now I'm tired and just want to be a cranky
    dirty old man.
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