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RTX 5080 and RTX 5090 price leaked

GHG

GHG

Member
LavitzSlambert said:
when you look at Nvidia’s margins you know they have plenty of room to fall.
Click to expand...

But they don't, and that's the thing nobody is talking about.

Because of the run their stock has had the expectations are now firmly in place that they will continue to improve their margins and revenue. Due to the competition continously shitting the bed, nvidia have pricing power and they are exercising that to an extreme.

Failure to meet wall streets expectations would result in the stock potentially crashing down (it could half from its current levels if revenue and margin expansion were to plateau and stall at current levels).

There's a lot of future expectation currently built in to the stock, and the executives at Nvidia are well aware of what they need to achieve in order to keep the gravy train going. Frankly because of how dominant the stock now is across the major indices, a 50% drop in the stock would hurt a lot of people financially.

TLDR: too many people have too much to lose because of the stock, nvidia are doing what's necessary to continue to justify their lofty stock multiples.

I've seen a few people mention inflation in this thread - it's got nothing to do with that, these prices are so far removed from having anything to do with inflation, it's all about the stock market.
 
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Big Baller

Big Baller

Al Pachinko, Konami President
MikeM said:
I never buy used electronics. Go nuts if that is your jam though.

No idea. I can still find 4080s in Canada though.

Any ETA? Stock getting that low?
Click to expand...

Ordered a 4080S PNY XLR8 from a good retailer, it kept getting delayed so I asked whats up and they informed me it isnt available anymore so I switch to the normal PNY 4080S which was in stock... but here I am. Looking to get it second week of 2025.
 
FIREKNIGHT2029

FIREKNIGHT2029

Member
I’m so glad I got my 4090 when I did lol. Almost $2000 for 16GB VRAM is a joke. I’m very happy with the performance I’m getting now and won’t be upgrading will we get to the 60 or 70 Series.
 
Bojji

Bojji

Member
It's a funny situation right now. Most tech YouTubers say: don't buy GPUs right now!

This is logical, but only if prices are ok. If Nvidia increases prices for higher tiers (above AMD performance) buying 4xxx GPUs while they are still available might not be a bad idea (4070 super, 4070ti super, 4080 super). Because after they aren't, only high price 5xxx GPUs will be there.
 
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HeisenbergFX4

HeisenbergFX4

Gold Member
clarky said:
I have the money to spend, like others do but i do have a line. For this kind of cash i need more than an extra 20fps.

If this price turns out to be true then i expect a frame gen like feature to be locked behind the 50 series cards.
Click to expand...
I don’t blame anyone who draws that line
 
Hohenheim

Hohenheim

Member
clarky said:
I have the money to spend, like others do but i do have a line. For this kind of cash i need more than an extra 20fps.

If this price turns out to be true then i expect a frame gen like feature to be locked behind the 50 series cards.
Click to expand...
It's more than extra 20 fps in a few scenarios. If you, like me, have invested in a 4K Oled 240hz monitor and want to enjoy it to the fullest, the 5090 is the way. At lower resolutions, sure. But to get the premium, the difference between 5090 and the rest is more than "20 fps"
 
clarky

clarky

Gold Member
Hohenheim said:
It's more than extra 20 fps in a few scenarios. If you, like me, have invested in a 4K Oled 240hz monitor and want to enjoy it to the fullest, the 5090 is the way. At lower resolutions, sure. But to get the premium, the difference between 5090 and the rest is more than "20 fps"
Click to expand...
That's fair enough my friend whatever floats your boat.

For me the difference between 4k 120fps and 240fps isn't worth upgrading right now for this price (if true). Unless like i said they blow my socks off. I'm old hat, I realised a long time ago i'll never catch that gaming experience I was chasing.
 
LavitzSlambert

LavitzSlambert

Member
GHG said:
But they don't, and that's the thing nobody is talking about.

Because of the run their stock has had the expectations are now firmly in place that they will continue to improve their margins and revenue. Due to the competition continously shitting the bed, nvidia have pricing power and they are exercising that to an extreme.

Failure to meet wall streets expectations would result in the stock potentially crashing down (it could half from its current levels if revenue and margin expansion were to plateau and stall at current levels).

There's a lot of future expectation currently built in to the stock, and the executives at Nvidia are well aware of what they need to achieve in order to keep the gravy train going. Frankly because of how dominant the stock now is across the major indices, a 50% drop in the stock would hurt a lot of people financially.

TLDR: too many people have too much to lose because of the stock, nvidia are doing what's necessary to continue to justify their lofty stock multiples.

I've seen a few people mention inflation in this thread - it's got nothing to do with that, these prices are so far removed from having anything to do with inflation, it's all about the stock market.
Click to expand...

They have a fiduciary duty to maximize shareholder value, yes. But they DO have plenty of room to drop their margins and protect their market share if threatened. There’s nothing to force that right now, but if Intel and AMD actually put any pressure on the gaming market, they absolutely can cut prices whenever. The stock can run up as much as it wants, it’s not the company’s problem if its stock is overvalued.
 
Omnipunctual Godot

Omnipunctual Godot

Gold Member
Codeblew said:
At this point, you may as well wait to see how good FSR4 and RT is on the new AMD cards before pulling the trigger. It may be a better deal, depending on what you are looking for.
Click to expand...
I've got a 4k 144hz monitor, so I'd definitely want something on the higher end.

It's crazy that Nvidia keeps pricing their new cards higher and higher so that their old cards never actually get price drops because they're perceived as a "value" compared to the newer and even more expensive ones.
 
clarky

clarky

Gold Member
GHG said:
But they don't, and that's the thing nobody is talking about.

Because of the run their stock has had the expectations are now firmly in place that they will continue to improve their margins and revenue. Due to the competition continously shitting the bed, nvidia have pricing power and they are exercising that to an extreme.

Failure to meet wall streets expectations would result in the stock potentially crashing down (it could half from its current levels if revenue and margin expansion were to plateau and stall at current levels).

There's a lot of future expectation currently built in to the stock, and the executives at Nvidia are well aware of what they need to achieve in order to keep the gravy train going. Frankly because of how dominant the stock now is across the major indices, a 50% drop in the stock would hurt a lot of people financially.

TLDR: too many people have too much to lose because of the stock, nvidia are doing what's necessary to continue to justify their lofty stock multiples.

I've seen a few people mention inflation in this thread - it's got nothing to do with that, these prices are so far removed from having anything to do with inflation, it's all about the stock market.
Click to expand...
I don't follow Nvidia stocks closely but i was under the impression that the GPU market is now a very very small part of their business? Surely selling high end GPU's to the PC master race is like a fly in the ointment compared to where the real cheddar cheese is?
 
GHG

GHG

Member
LavitzSlambert said:
They have a fiduciary duty to maximize shareholder value, yes. But they DO have plenty of room to drop their margins and protect their market share if threatened. There’s nothing to force that right now, but if Intel and AMD actually put any pressure on the gaming market, they absolutely can cut prices whenever. The stock can run up as much as it wants, it’s not the company’s problem if its stock is overvalued.
Click to expand...

I agree, but absent of AMD and/or Intel really stepping things up at the premium end of the GPU market, Nvidia will continue to push boundaries in terms of maximising margins. They would rather let their customers (both consumer and enterprise) inform them that they've pushed things too far than they would leave money on the table.

The logic behind waiting for the 6000 series is that we will have to hope either AMD or Intel manage to drastically step things up in the next 3-4 years which would force Nvidia to recondiser continuing to expand their margins with every new product launch.

If the situation remains the same as it is now then those of us who have held on to 4000 series cards will be double fucked because the 6000 series will be even more expensive and our cards will be worth far less than they are now.

clarky said:
I don't follow Nvidia stocks closely but i was under the impression that the GPU market is now a very very small part of their business? Surely selling high end GPU's to the PC master race is like a fly in the ointment compared to where the real cheddar cheese is?
Click to expand...

The GPU market is their business. The cards that we get as gamers are just drastically cut down (and simplified) versions of what they supply to enterprise.

The reason we are getting fucked on pricing is because they are fucking the likes of Microsoft, Tesla, Meta, etc on pricing. The table below are the enterprise grade GPU's:

blackwell-messaging-doc-chart.jpg



GB200 is ~$70,000 per unit.

The 5090 will be GB202, the 5080 will be GB203.
 
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clarky

clarky

Gold Member
GHG said:
I agree, but absent of AMD and/or Intel really stepping things up at the premium end of the GPU market, Nvidia will continue to push boundaries in terms of maximising margins. They would rather let their customers (both consumer and enterprise) inform them that they've pushed things too far than they would leave money on the table.

The logic behind waiting for the 6000 series is that we will have to hope either AMD or Intel manage to drastically step things up in the next 3-4 years which would force Nvidia to recondiser continuing to expand their margins with every new product launch.



The GPU market is their business. The cards that we get as gamers are just drastically cut down (and simplified) versions of what they supply to enterprise.

The reason we are getting fucked on pricing is because they are fucking the likes of Microsoft, Tesla, Meta, etc on pricing. The table below are the enterprise grade GPU's:

blackwell-messaging-doc-chart.jpg



GB200 is ~$70,000 per unit.

The 5090 will be GB202, the 5080 will be GB203.
Click to expand...
Interesting. Knew this would be Spencer's fault.
 
clarky

clarky

Gold Member
GHG said:
It's actually Nutella and his fetish for AI. That, and Open AI.

Maybe he's got a few million dollar Nvidia server racks working overtime on trying to build an AI that is competent enough to be able to replace Phil.
Click to expand...
Aye just a jest fella.

On topic prices are insane if true regardless of the architect.
 
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Schmendrick

Member
clarky said:
On topic prices are insane if true regardless of the architect.
Click to expand...
they are and rumours are floating around that the next gen will get another giant price increase.
Nvidia has no interest whatsoever to waste the limited wafer production capabilities on "dirt cheap" gamer grade products. Those are PR products with PR prices at this point.
If the competition doesn`t step up in a major way this is only going to get worse.
But since said competition has already set their eyes on the same enterprise market my expectations are low.
 
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clarky

clarky

Gold Member
Schmendrick said:
they are and rumours are floating around that the next gen will get another giant price increase.
Nvidia has no interest whatsoever to waste the limited wafer production capabilities on "dirt cheap" gamer grade products. Those are PR products with PR prices at this point.
If the competition doesn`t step up in a major way this is only going to get worse.
Click to expand...
I don't mind paying a premium as long as the product is head and shoulders above everything else and offers something new.

For £2k plus dis shit better be good. More than likely I'll pass.
 
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MacReady13

MacReady13

Member
manfestival said:
I feel those limitations at times too. Kinda crazy how the 4090 being as good as it is at its price point yet can still be limiting.
Click to expand...
Limitations? In what exactly? Fuck me these are top of the range cards and you're finding limitations?! I'd suggest maybe lowering some settings slightly to get desired results.
 
clarky

clarky

Gold Member
MacReady13 said:
Limitations? In what exactly? Fuck me these are top of the range cards and you're finding limitations?! I'd suggest maybe lowering some settings slightly to get desired results.
Click to expand...
Having the biggest dick can still be limiting.

You try making a 4090 perform at 1080p with an i3.
 
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