Industry Analysis
GPU pricing remains elevated due to soaring VRAM costs driven by the AI boom, compounded by the technical complexity of 3nm and EUV processes. NVIDIA and AMD are trapped in a cost spiral, with flagship models like the RTX 5090 seeing over 100% price hikes, signaling broader inflation across the semiconductor supply chain. With new chip generations not expected until 2027, no immediate relief is on the horizon. Intel must accelerate its process and ecosystem strategy to compete. In the short term, consumers face a dilemma of unaffordability and delayed upgrades. Long-term, the convergence of AI chips and general-purpose computing will redefine the GPU landscape, pushing traditional vendors toward data center transformation.
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