Thursday, December 26th 2024
NVIDIA and AMD Rush to Ship Next-Generation GPUs Ahead of Trump Administration Tariffs
NVIDIA and AMD have launched an acceleration of their next-generation GPU production and shipping schedules, racing to beat impending Trump administration tariffs that could inflate prices by up to 60%. The companies are prioritizing delivery to US warehouses before January 20, when the new trade measures are supposed to take effect. This aggressive timeline represents a significant departure from traditional GPU rollout strategies, which typically maintain controlled production rates during initial manufacturing phases. The urgent push aims to protect both consumer prices and profit margins, with manufacturers breaking from their usual conservative supply approach to ensure maximum inventory reaches American shores before the tariff deadline. NVIDIA is boosting shipments of its next-gen GeForce RTX 50 series, while AMD is busy with Radeon RX 9000 series.
The impact of these tariffs could reshape the GPU market prices, with flagship products like NVIDIA's GeForce RTX 5090 potentially seeing price increases from the rumored $1,799 to approximately $2,500. Following similar moves by Microsoft, Dell, and HP, this strategic rush to beat tariff implementation shows the technology sector's response to evolving trade policies. These price hikes could trigger a surge in the secondary GPU market as consumers seek more affordable options. While manufacturers work to shield customers from immediate price impacts through pre-tariff stockpiling, the long-term outlook for GPU pricing and availability remains uncertain as the industry adapts to these new trade dynamics. Increasing the prices dramatically will result in a rapid fall in demand, so the supply chain is working overtime to assess and address the potential tariff issue.
Sources:
Ctee, via Wccftech
The impact of these tariffs could reshape the GPU market prices, with flagship products like NVIDIA's GeForce RTX 5090 potentially seeing price increases from the rumored $1,799 to approximately $2,500. Following similar moves by Microsoft, Dell, and HP, this strategic rush to beat tariff implementation shows the technology sector's response to evolving trade policies. These price hikes could trigger a surge in the secondary GPU market as consumers seek more affordable options. While manufacturers work to shield customers from immediate price impacts through pre-tariff stockpiling, the long-term outlook for GPU pricing and availability remains uncertain as the industry adapts to these new trade dynamics. Increasing the prices dramatically will result in a rapid fall in demand, so the supply chain is working overtime to assess and address the potential tariff issue.
86 Comments on NVIDIA and AMD Rush to Ship Next-Generation GPUs Ahead of Trump Administration Tariffs
IMHO Make no mistake that the pricing was already agreed on way before the tariffs.
So what happens when their is no and/or small tarriff being applied. Do you think the prices of these cards are going to go down?
HELL NO.
I've done manufactoring product and I'm not an idiot on what goes on in certain sectors of the industry.
This was a set value in price and the tarrif is an effing excuse to cover their tracks.
And the other reason that the pricing has been set so high.
Both companies (and partners) have lots of back stock of current generation/last generation of video cards, thus continuing their segmenting and slotting the pricing of their cards reducing the chances and oany serious price drop from months on end.
Stupid and ignorant people will buy the newest brand off the cuff because of showing off their pixilated wangs to everyone. Normal people can not afford that type of buying anymore.
All I know that in my region. God damned 80-20% Hamburger Meat is $6. 29 per pound. It was $4.49 per pound in Jan 2024.
Smart people understand the situation. If they are going to buy something, they are going to wait and see what comes up while saving their money in the process. THEN make a purchase.
If they have saved the money and then make a purchace on one of these cards then more power to them because That is the way to do it instead of being a slave to the credit card.
However, we cannot ignore the hundreds of millions of direct contributions Elon has made for Trump (as well as other moves like Buying Twitter and unbanning Trump, which doesn't have a $$$ value but it's clearly there so that Elon gains influence over Trump).
Elon isn't exactly shying away from the whole ordeal. During the government funding issue last week, Elon Musk was calling plenty of Representatives of the House personally trying to get certain provisions.
We even have Rand Paul seriously suggesting Elon Musk as Speaker of the House. www.usatoday.com/story/news/politics/elections/2024/12/19/musk-could-replace-speaker-johnson-rand-paul-floats/77084116007/
Say what you will about it, but this guy is literally buying power with his money. The only one who can really clamp down on Elon anymore is Trump himself given this new power arrangement.
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Anyway. I think there is a serious chance than Elon actually stops the Tariffs. The Tariffs hurt Elon / Tesla / xAI / Twitter / SpaceX the most so he really wants to stop them. My question is whether or not Trump stands up to Musk and goes through with his campaign promises.
I find it quite unbelievable that anyone believes anything he says at this point. During the 2016 election he said the economy was crap, but once he was in office he took credit for it.
The circus continues this year..
He took credit for the economy in January 2024 and also said during the same year he hopes the economy crashes. Yet somehow he still has a political career. Not true.
Trump aide Kudlow acknowledges U.S. consumers pay for tariffs, not China
www.nbcnews.com/politics/donald-trump/trump-aide-kudlow-acknowledges-u-s-consumers-pay-tariffs-not-n1004756
Trump's tariffs are equivalent to one of the largest tax increases in decades
The combined $72 billion in revenue from all the president's tariffs ranks as one of the biggest tax increases since 1993, according to CNBC analysis of data from the Treasury Department.
The tariff revenue ranks as the largest increase as a percent of GDP since 1993 when compared with the first year of all the revenue measures enacted since then, according to the data.
But there are key differences between a tax cut and tariffs.
finance.yahoo.com/news/trump-apos-tariffs-equivalent-one-125537294.html
The problem is that he seems more looney than ever before. People didn't like inflation yet they voted for tariffs. Really smart move. Bigly.
All that matters to this man is himself. Everything else can burn.
It's not just Musk who is influencing Trump. JD Vance also has substantial connections to Peter Thiel, Jeff Bezos has been flying over to meet Trump, etc. Etc.
So we are looking at the combined might of the Paypal Mafia, Amazon, Tesla and Twitter all inside of Trump's inner circle already and he's not even President yet. We can 100% be assured that more SV Techbros will seek to influence Trump and his policies.
There's a serious chance they actually stop the tariffs. My question is if Trump's followers are smart enough to see what's going on here and whether or not Trump rolls over. Tariffs were so central to Trump's campaign but I've seen worse flipflops that his base has accepted.
This kind of leadership is simply bad news.
The one benefit that can come from tariffs like these (at least in terms of US citizens) is that it can bring some good manufacturing jobs back to the US. The problem is that it takes years to do this and when the tariffs are too extreme, you completely wipe out the working class in the meantime. We can also argue about how nobody needs a 4090 for gaming, but these hit other tech devices too. I work closely with purchasers in electronics manufacturing, and even when the supply doesn't just outright disappear, things get so expensive that corners get cut, inventory starts impacting business's overhead, so layoffs happen, companies try to shrink even more while still making profit...sometimes you get by another couple months, but you start having more and more bad quarters because it isn't sustainable. I don't know anybody locally that wouldn't say "yeah, it's a skeleton crew at work". I've always been a proponent of "buy local whenever possible", but there's a huge percentage of goods that are either not made in the US, or are made with parts and components that currently can't be made in the US. So that leads to everything getting more expensive...not just video cards.
Like Trump is promising a National Bitcoin Reserve. Who the fuck wants that? New York bankers? No.
It was the SV Techbros who were buying up Bitcoin who wants Trump to give more pro-bitcoin handouts and other benefits. It's really clear who funded Trump's reelection.
All those BTC miners who need Chinese made antminers to mine more BTC? Where do they get their equipment from? Do they want a +25% tariff on Chinese Made equipment?
The question I have is whether or not the SV TechBro / pro-cryprocoin dudes have enough influence to pull off this coup. It's obviously going to bruise Trump's ego if these guys stop tariffs. But Trump also knows where all the money and influence of this past election came from.
Yep, living well on printing money and kicking can down the road. But the dues will have to be paid some day either via extreme austerity, hyperinflation or god forbit WWIII (same goes for us in EU).
All I can do is laugh at how Stupid this scenario is.
www.investing.com/news/economy-news/nearly-95-of-all-job-growth-during-obama-era-part-time,-contract-work-449057
New Zealand and Australia have at least 15% sales tax on Everything. In a roundabout way it's basically what Trump is doing lol - just without the benefits like universal healthcare ;)
Those older games from ages ago should run quite well with the ryzen processor graphic.