- Apple, Broadcom, AMD, Nvidia, and Google are involved in a partnership regarding custom chips, market share competition, and long-term commitments through 2031.
- TPU v6 challenges Nvidia's market dominance while Zen 6 architecture pressures market share in the high-performance computing sector.
- Memory shortages are driving up DRAM component prices, impacting the market share battles between AMD and Nvidia.
- Component availability drives PC market pricing.
GPU Scarcity Drives Up Personal Computer Prices
What happened
The RTX 5090 graphics card is currently scarce across the market, despite Nvidia stating production has not stopped. Best Buy has listed an MSI Infinite ZS prebuilt computer featuring an RTX 5090 for $7,599. This price breaks down to approximately $5,300 for the graphics card and $2,300 for the rest of the PC.
From tomshardware.com
Why it matters
The scarcity of high-end GPUs reinforces Nvidia's pricing power in the market. As component costs rise, retailers are passing these increased input costs onto consumers through higher retail PC prices.
Component availability drives PC market pricing. Additionally, memory shortages are increasing DRAM component prices, which affects market share battles between AMD and Nvidia.
From tomshardware.com
Who's involved
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- GPUSpeculative
The market price of GPUs might continue to rise due to limited availability.
- Best BuySpeculative
Best Buy could face higher input costs, forcing higher retail PC prices.
- CyberPowerPCSpeculative
CyberPowerPC may see increased input costs and adjustments to their pricing strategy.
- AmazonSpeculative
Amazon could face increased sourcing costs and competitive pressure in the consumer electronics market.
Keep exploring
The entities involved
-
Nvidia
American multinational technology company
-
Best Buy
American multinational consumer electronics retailer
Related events
- DRAM price increases are forcing Nvidia to raise its product prices.
- Valuations and growth rates are being compared between AMD and Nvidia as direct competitors in the AI build-out.
- Nvidia and Philip Morris International were mentioned in proximity to a competitor's product.
- Market signals are being compared to Nvidia's past, involving a discussion with a small chipmaker.
- Nvidia is leading the GPU chip market, but Democratic control of the Senate and House introduces political uncertainty.