
GPU prices are out of control again
Every so often, Central Computers — one of the last remaining dedicated Silicon Valley computer stores — lets subscribers know it's managed to obtain a small shipment of AMD graphics cards. Today, it informed me that I could now purchase a $600 Radeon RX 9070 XT for $850 — a $250 markup.
It's not alone. I just checked every major US retailer and street prices on eBay, and I regret to inform you: the great GPU shortage has returned. Many AMD cards are being marked up $100, $200, $250, even $280. The street price of an Nvidia RTX 5080 is now over $1,500, a full $500 higher than MSRP. And an RTX 5090, the most powerful consumer GPU? You can't even get the $2,000 card for $3,000 today.
Here, I've built tables to show you:
You shouldn't just blame tariffs for these price hikes. In early March, we found retailers were already scalping their supposedly entry-level MSRP models of the new AMD graphics cards. Nor is this likely to just be high demand, given how few cards are changing hands on eBay: only around 1,100 new Nvidia GPUs, and around 266 new AMD GPUs were listed there over the past 30 days.
Here's a deeper dive on the 'MSRP' models of the AMD cards, which were all originally listed at $549 or $599:
I've focused this table on Newegg and Micro Center since they carry more models than any other retailer, though I also spotted 'MSRP' 9070 XT cards at $800 and $850 at Amazon today, and an $830 card at Best Buy. Otherwise, these are the new sticker prices, not necessarily attainable prices, as most were out of stock. Read More Wordle today: Answer and hints for January 23 (#583)
From December 2020 to July 2022, I periodically tracked the prices of game consoles and GPUs during the covid-19 pandemic, when they were incredibly expensive to obtain. At one point, some GPUs were worth triple their MSRP. I'd love to hear from Verge subscribers in particular: is this a valuable service we should continue in the tariff era? Or do you just want to know when it's safe to enter the water again?
READ SOURCE

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
2 hours ago
- Yahoo
Prediction: Nvidia Will Beat the Market. Here's Why
Nvidia has consistently outperformed the S&P 500 by a wide margin. Its AI accelerator business is still growing like a weed. It still looks reasonably valued relative to its long-term growth potential. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA), the world's largest producer of discrete graphics processing units (GPUs), saw its stock surge 25,250% over the past 10 years as the S&P 500 advanced less than 180%. From fiscal 2015 to fiscal 2025 (which ended this January), its revenue rose at a compound annual growth rate (CAGR) of 39% as its net income increased at a CAGR of 61%. That explosive growth was initially fueled by its brisk sales of gaming GPUs, which were also used to mine certain cryptocurrencies. But over the past few years, its expansion was primarily driven by its soaring shipments of data center GPUs for the artificial intelligence (AI) market. Unlike central processing units (CPUs), which process single pieces of data at a time, GPUs process a broad range of integers and floating numbers simultaneously. That advantage makes them better suited than stand-alone CPUs for processing complex AI tasks, so the rapid expansion of the AI market generated explosive tailwinds for its sales of data center GPUs. But since the start of 2025, Nvidia's stock rose less than 4% as the S&P 500 stayed nearly flat. The Trump administration's unpredictable tariffs, tighter curbs on exported chips, and the delays for its latest Blackwell chips all caused Nvidia to lose its luster. However, I believe Nvidia's stock can stay ahead of the S&P 500 this year for five simple reasons. Nvidia controlled 82% of the discrete GPU market at the end of 2024, according to JPR. Its closest competitor, AMD, held a 17% share, while Intel -- which returned to the discrete GPU market in 2022 -- controlled just 1% of the market. Nvidia also controls about 98% of the data center GPU market, according to TechInsights. The remaining 2% is split between AMD and Intel. Nvidia's dominance of that booming market, which is supported by the widespread usage of its older A100 chips and current-gen H100 and H200 chips, makes it tough for its competitors to gain a meaningful foothold. The global AI market could still expand at a CAGR of 31% from 2025 to 2032, according to Markets and Markets. If Nvidia merely matches that growth rate, its annual revenue would surge from $130.5 billion in fiscal 2025 to $1.31 trillion by fiscal 2032. So assuming it maintains roughly the same valuations, its stock still has a clear path toward delivering a ten-bagger gain over the next seven years. Nvidia reinforces its dominance through its proprietary Compute Unified Device Architecture (CUDA) programming platform. When software developers write their AI applications in a parallel code (such as C++ or Python) on CUDA, those applications become optimized for Nvidia's GPUs but can only be executed on its chips. If a developer wants to run that same application on an AMD or Intel GPU, it needs to be rewritten in other frameworks. In addition, most libraries, frameworks, and deep learning models are optimized for CUDA instead of other platforms. That stickiness should keep Nvidia well ahead of its competitors for the foreseeable future. China accounted for just 12.5% of Nvidia's revenue in fiscal 2025, compared to 16.9% in fiscal 2024 and 21.5% in fiscal 2023. That decline was mainly caused by America's tighter export curbs on its high-end data center GPU shipments to China. Nvidia tried to counter those challenges by selling less powerful, modified versions of its flagship GPUs. However, those versions (like the scaled-back H20 variant of its H100 and H200 chips) were also recently added to the growing list of banned U.S. chip shipments to China. That sounds like grim news for Nvidia, but it can still easily offset its declining revenues in China with its growth in its other, less controversial markets. That's why its revenue grew at a CAGR of 120% from fiscal 2023 to fiscal 2025, even as the export curbs choked its Chinese business. Nvidia generated 89% of its revenue from its data center chips in the first quarter of fiscal 2026. However, its smaller gaming, professional visualization, automotive, and OEM segments also grew year over year alongside its core growth engine. Its gaming business benefited from its rollout of its new RTX Super GPUs. Its professional visualization segment grew as it launched more design-oriented chips and expanded its Omniverse platform for digital projects, and its automotive chip sales improved as more Chinese automakers integrated its Drive platform into their electric vehicles. These oft-overlooked businesses should continue expanding in the shadow of its massive AI data center business. From fiscal 2025 to fiscal 2028, analysts expect Nvidia's revenue and earnings per share to grow at CAGRs of 31% and 29%, respectively. Yet its stock still looks reasonably valued at 34 times this year's earnings. So once investors realize that its near-term issues won't affect its long-term growth, Nvidia's stock should outperform the market for the rest of the year. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor's total average return is 979% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. Prediction: Nvidia Will Beat the Market. Here's Why was originally published by The Motley Fool

Miami Herald
2 hours ago
- Miami Herald
EV Ownership in 2025 Comes With Higher Costs for Insurance, Depreciation, and Charging
EV makers trumpet an average transaction price of $59,255 in April 2025, yet that "deal" hides an 11.6 percent incentive discount before you even charge the battery. Add the $1,500 for home-charger installation, and you're already $10,000 beyond a comparable gas SUV, incentives aside. EV proponents love to tout "fuel savings," but grid electricity now averages 16.13 ¢/kWh across the U.S. At 30 kWh per 100 miles, that's $4.84 in juice, or about a third of gasoline's $14 for 100 miles at $3.50/gal and 25 mpg. Nice, right? Yet the devil lurks in the details: public fast-charging premiums, demand surcharges and urban "idle" fees can double that rate in a heartbeat. Maintenance feels breezy at $0.04/mile versus $0.08/mile for an ICE (saving roughly $3,000 over five years), but cheap brake pads can't cover body-shop bills when a battery swap runs $12,000 out of warranty. An early-adopter premium evaporates faster than electrons at the charging station. When it comes to depreciation, EVs lose an average 58.8 percent of their value over five years, versus 45.6 percent for gas cars. On a $60,000 EV, that's a $35,300 hit; a similar ICE drops "only" $27,300. Expect to shell out about 20 percent more in insurance. On average, you're looking at $337 monthly for EVs versus $281 for gas cars, thanks to pricier parts and repair times. That's roughly $3,000 extra over five years. • Upfront Premium: $6,879 in incentives subtracted from MSRP doesn't offset the $10,000 charger & dealer markup.• Depreciation Gap: EV owners bleed an extra $8,000 in resale losses over five years.• Insurance Levies: EVs tack on $3,000 more in premiums.• Infrastructure Fees: City curb-side charging, demand surcharges, and road-usage taxes lurk in 2025's policy playbook. Your next EV purchase should come with a spreadsheet, not just an excited thumb-twitch to "order now." Demand transparent TCO projections from dealers. Insist on five-year cost estimates that include charger installation, insurance, depreciation, and all the "voltage-supply chain" fees they'd rather bury in small print. If automakers want EW (electrification wow) to catch on, they need to own these costs as boldly as they tout eco-credentials. Otherwise, consumers will unplug from sticker hype and power down to real-world numbers. Copyright 2025 The Arena Group, Inc. All Rights Reserved.
Yahoo
4 hours ago
- Yahoo
Intel (INTC) Is 'Dead Money'--Layoffs, Slow Growth Raise Red Flags
In April 2025, Intel (NASDAQ:INTC) said it intends to slash over 20% of its global workforce under new CEO Lip-Bu Tan after posting quarterly results that beat Street estimates, though its shares remain pressured. That momentum, however, hasn't translated into investor confidence, raising questions about Intel's long-term strategy. Susquehanna analyst Christopher Rolland labels Intel dead money in its present form and suggests a split between its manufacturing arm and production divisions could unlock shareholder value. The Trump administration's focus on onshoring semiconductor production adds urgency to that strategy. Warning! GuruFocus has detected 6 Warning Signs with INTC. Intel's 18A process node is gaining traction despite early hurdles. Rumors swirl of potential foundry agreements with Microsoft (NASDAQ:MSFT), and talks with Google (NASDAQ:GOOGL) are reportedly underway. High-volume production is targeted for the second half of 2025, which could attract hyperscale customers and ease concerns over the lack of a major client. Shares of Intel have slid roughly 30% from their year-to-date high, though the stock pays a 2.57% dividend yield. Rolland maintains a neutral rating, noting rivals like AMD (NASDAQ:AMD) continue to chip away at Intel's market share and questioning whether a pickup in PC demand is sustainable. The mean price target of about $24 implies more than 20% upside if these initiatives gain momentum. Is Intel Stock Still a Buy? Based on the one year price targets offered by 32 analysts, the average target price for Intel Corp is $21.31 with a high estimate of $28.30 and a low estimate of $14.00. The average target implies a upside of +9.02% from the current price of $ on GuruFocus estimates, the estimated GF Value for Intel Corp in one year is $23.65, suggesting a upside of +20.97% from the current price of $19.55. This article first appeared on GuruFocus.