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
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86 Comments on NVIDIA and AMD Rush to Ship Next-Generation GPUs Ahead of Trump Administration Tariffs

#51
cal5582
dragontamer5788This is a politics topic right?

Well, if President Elon Musk recognizes that he holds more power than Trump, then the Tariffs won't materialize.

The issue is that Trump promised to duck over China. But Elon Musk who owns substantial Chinese assets (such as Tesla Gugafactory Shanghai and all it's associated LiFePo4 cell and battery production).

We are already seeing the strained relationship between Elon and Trump. If the tariffs don't happen it will be more obvious that the TechBro with deep Chinese connections has taken over the administration.

--------

There is a reason why the left is calling him President Elon. It's becoming more obvious that he is in charge of the decisions over Trump.

So the real question is if Donald Trump's ego can take a few more months (or years??) of President Elon making self serving decisions, such as cancelling Chinese Tariffs to Tesla / xAIs benefit.

At some point, the Elon ego and Trump ego will collide. I'm honestly not sure who wins out. But if tariffs are truly cancelled after all the hoopla over the past 8 years, we all know it'd be Elon Musks doing.
i genuinely cant take the whole president musk thing seriously. its 100% the funniest thing ive ever heard.
Posted on Reply
#52
Icon Charlie
I'm going to call the excuses of the prices for these cards Bull$h!t. The reason why is that I've been hearing the prices on the new video cards for over 6 months.

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.
Posted on Reply
#53
eidairaman1
The Exiled Airman
Yeah spread fear mongering...
Posted on Reply
#54
Vayra86
dragontamer5788This is a politics topic right?

Well, if President Elon Musk recognizes that he holds more power than Trump, then the Tariffs won't materialize.

The issue is that Trump promised to duck over China. But Elon Musk who owns substantial Chinese assets (such as Tesla Gugafactory Shanghai and all it's associated LiFePo4 cell and battery production).

We are already seeing the strained relationship between Elon and Trump. If the tariffs don't happen it will be more obvious that the TechBro with deep Chinese connections has taken over the administration.

--------

There is a reason why the left is calling him President Elon. It's becoming more obvious that he is in charge of the decisions over Trump.

So the real question is if Donald Trump's ego can take a few more months (or years??) of President Elon making self serving decisions, such as cancelling Chinese Tariffs to Tesla / xAIs benefit.

At some point, the Elon ego and Trump ego will collide. I'm honestly not sure who wins out. But if tariffs are truly cancelled after all the hoopla over the past 8 years, we all know it'd be Elon Musks doing.
Yeah I never quite understood the synergy either between those two asshats, its just a matter of time indeed.
Posted on Reply
#55
dragontamer5788
cal5582i genuinely cant take the whole president musk thing seriously. its 100% the funniest thing ive ever heard.
It's obviously tongue in cheek as Elon is a naturalized citizen who can never actually become President by our laws.

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.

---------

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.
Posted on Reply
#56
Vayra86
R-T-BHe'll tariff something, it doesn't have to be Canada. He's already threatening Europe with tariffs so he'll find someone even if he works one thing out.
Its all empty rhetoric really. Last Trump admin hasn't done fuck all either. Reality always hits
Posted on Reply
#57
Kaleid
cal5582we all know what a trump presidency means economically this go around: the average person was doing good, gas was cheap, jobs were actually growing, investor confidence was up.
He inherited an economy that had gone up since 2009. He fueled it further by adding tons of debt to it.
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.
Vayra86Last Trump admin hasn't done fuck all either.
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.
Posted on Reply
#58
Vayra86
KaleidHe inherited an economy that had gone up since 2009. He fueled it further by adding tons of debt to it.
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.
Yeah exactly. Reality hits, its not amounting to anything except loss for the US itself, while the rest of the world finds its way around it. The power balance hasn't changed in favor of the US. People just dug in further and from their entrenched positions, there's even less chance at de-escalation.

All that matters to this man is himself. Everything else can burn.
Posted on Reply
#59
cal5582
yall are straying into that same territory the Q people were in 2020. going on about secret presidents and obama having a good economy lol horseshoe theory in action.
Posted on Reply
#60
dragontamer5788
KaleidTrump's tariffs are equivalent to one of the largest tax increases in decades
But especially so to the Silicon Valley techbros who rely upon Chinese made motherboards, LiFePo4 cells and other Chinese equipment.

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.
Posted on Reply
#61
Vayra86
cal5582yall are straying into that same territory the Q people were in 2020. going on about secret presidents and obama having a good economy lol horseshoe theory in action.
Its the same situation, its not hard to call out what you're seeing right in front of you.

This kind of leadership is simply bad news.
Posted on Reply
#62
Bobaganoosh
SteevoI like the idea of funding the whole government with tariffs and eliminating personal taxes, the massive amount I pay in taxes would allow me to pay for a bunch of new toys and donate to projects I agree with .
You can't really afford more toys if they're all considerably more expensive. Also, the tariffs wouldn't cover everything, so local taxes would likely increase in that scenario, meaning ballooned property taxes and state income taxes...unless you don't want things like schools, roads, hospitals, health insurance, etc. anymore. As others have said, all this really does is shift the burden even more to low and middle-class America while the rich get to keep more of their money.
cal5582I'm just giving you what i can actually observe, i don't tend to put too much faith in statistics. I've been told "the economy is great" when i saw people i cared about foreclose on their homes, I'm sure it was great for some CEO somewhere.
This is real. When it comes to reporting and what's said on TV, they only factor in the stock market when they say "the economy is doing great". Profits are up while the company is laying off half the staff, nobody can afford a house, and the only people doing well are the CEOs.

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.
Posted on Reply
#63
dragontamer5788
cal5582yall are straying into that same territory the Q people were in 2020. going on about secret presidents and obama having a good economy lol horseshoe theory in action.
It's not secret though. The SV TechBro / procryptocoin / pro business / Elon Musk contributions were all public discussion over the last year.

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.
Posted on Reply
#64
The Shield
The ShieldLess cards bought in US because of the tax-abomination = more cards available here in Europe
NostrasYeah no they'll just ramp production down to meet worldwide demand.
Legacy-ZAThat goes to reason, but nGreedia will just manufacture less to keep the high prices or worse, overcharge everywhere else to keep price reasonable in the U.S, hope there is some sort of system in place to prevent the latter.
I fear you people are right: Nvidia will probably apply the "Trump-tax" even in non-US countries because of the "demand greater than supply" sci-fi theory.
Posted on Reply
#65
80-watt Hamster
cal5582yall are straying into that same territory the Q people were in 2020. going on about secret presidents and obama having a good economy lol horseshoe theory in action.
The U.S. economy (overall) has been doing more-or-less pretty well under all presidents since recovering from the 2008 recession (though it's definitely not sunshine and roses for everyone, and is showing some concerning weaknesses in places). The president has pretty limited direct influence over it.
Posted on Reply
#66
RedelZaVedno
$2,500 for 5090? Hard pass. The Chinese communist party has the money. Let it have the cards. Maybe they'll finally build Ngreedia's competitor, throw overconfident Jensen in a dust bin and offer us 5090 for 999 bucks so we can keep our addiction alive o_O while Xi conquers the world:nutkick:
80-watt HamsterThe U.S. economy (overall) has been doing more-or-less pretty well under all presidents since recovering from the 2008 recession (though it's definitely not sunshine and roses for everyone, and is showing some concerning weaknesses in places). The president has pretty limited direct influence over it.
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).
Posted on Reply
#67
lexluthermiester
ChomiqI wonder if this will somehow affect any markets other than the US.
Any US allies as well.
Posted on Reply
#68
TumbleGeorge
RedelZaVedno$2,500 for 5090? Hard pass. The Chinese communist party has the money. Let it have the cards. Maybe they'll finally build Ngreedia's competitor, throw overconfident Jensen in a dust bin and offer us 5090 for 999 bucks so we can keep our addiction alive o_O while Xi conquers the world:nutkick:



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).
$36.28 trillions right to the moment.
Posted on Reply
#69
TheEndIsNear
Finally get our stuff out of China. Never should have even begun trading. But money is always more important than people in this country they call America which isn't even close anymore. The obsession with money is the downfall of everything. It's really bad in the U.S. where we have to shoot ceo's because their job is to make millions killing and making people suffer. F China. The fact we still have factories over there just astonishes me. Greed is the only motivation. With that being said I've had a 4090 for 2 years I'm bored. I want my 5090.
Posted on Reply
#70
katzi
LOL - this is going to be a Disaster.

All I can do is laugh at how Stupid this scenario is.
Posted on Reply
#71
Why_Me
KaleidHe inherited an economy that had gone up since 2009. He fueled it further by adding tons of debt to it.
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.
I could go through your post one by one and decimate it but I don't want to over politicize. There's a reason European PC builds cost more on average vs US builds with the same components.

www.investing.com/news/economy-news/nearly-95-of-all-job-growth-during-obama-era-part-time,-contract-work-449057
Posted on Reply
#72
katzi
Same reason they do in OCE countries, Sales take and Geographical tax.

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 ;)
Posted on Reply
#73
_roman_
It's a gamble. I hope the prices will skyrocket as I mostly have lost interests in pc gaming recently.

Those older games from ages ago should run quite well with the ryzen processor graphic.
Posted on Reply
#74
Nostras
Why_MeI could go through your post one by one and decimate it but I don't want to over politicize. There's a reason European PC builds cost more on average vs US builds with the same components.

www.investing.com/news/economy-news/nearly-95-of-all-job-growth-during-obama-era-part-time,-contract-work-449057
Surprisingly this isn't quite as true for mid- and low-end like a year in. Prices seem to gravitate more to eachother even including tax. If you're savvy there are some noticeable deals.
Posted on Reply
#75
hsew
I wouldn’t mind having a surplus of supply for a newly launched generation (or almost anything else we would rush to import in bulk) on just the THREAT of a tariff.
Posted on Reply
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