Many commentators have answered this but I guess I have to do it again…
The reason for the supply issues is because Blackwell chips are being prioritized for AI cards that can be sold for $20000 instead of $2000. That’s pretty much it.
The 5000 series exists solely to keep gamers around enough so that once the AI bubble bursts, they can fall back on them.
The quicker the AI bubble bursts, the better for gamers.
If DeepSeek accelerates this, then all the better, but I’m not going to pretend I understand the AI bubble. If someone who does know, wants to chime in, I’d be grateful.
If anything the new AI training and inference methods will make it worse.
On one hand it will be cheaper to both run training jobs and inference with fewer cards. On the other hand this will open it up to more smaller companies so will induce demand.
Kind of like lowering cost of transistors kicked off demand for them or widening a highway gets more people to drive.
So gamers are going to be f’d for awhile till more competition comes in from large corpos (Google, MS, Meta are working on their own hardware), AMD, Intel, startups and bunch of Chinese companies.
The latter could take some demand due to potentially tightening of sanctions so domestic vendors in China will benefit.
Wild card in all of this is that Trump just said this week he is going to impose tariffs on Taiwan and potentially other countries for chip production. Plus potential tariffs on China.
cunts.
