Nvidia GPU Price Increase Confirms Demand Strength

13 days ago

Host

"Not just uh because this isn't just any GPUs that the price increases were happening. It was the Hopper GPUs and Nvidia just mentioned that the Vera Rubin is in full production. So the Hopper is already now two generations, right? The Vera Rubin, uh the Blackwell, um which includes the Blackwell and the Blackwell Ultra. And then you finally get to the Hopper. So how can you increase the price of something that has become obsolete? The reason is because they are not obsolete. These GPUs even though they are older, they are still super critical for AI workloads, they are still used for massive demand in AI solution via training and via inference. So if you are worried about Nvidia's annual cadence eating up its own market, this is a perfect data point that shows otherwise and then actual data point not just an data point that is said by some short seller who has doesn't have any actual so data to back it up."

The speaker argues that Nvidia's decision to increase prices on its older Hopper GPUs undermines the bearish thesis by evidencing strong, ongoing demand for these products in AI workloads. The commentary emphasizes that even as new generations are introduced, older GPUs remain critical, reinforcing Nvidia's market position.

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