Latest news with #RX9000
Yahoo
17-04-2025
- Business
- Yahoo
Nvidia's New Mainstream Graphics Cards Look Good, but Price Is a Wildcard
Nvidia (NASDAQ: NVDA) has now filled out its lineup of Blackwell-based gaming graphics cards with the unveiling of the RTX 5060 and RTX 5060 Ti. Two variants of the RTX 5060 Ti are available now, priced at $379 and $429, while the cheaper $299 RTX 5060 goes on sale in May. Nvidia faces plenty of competition in the mainstream and budget portions of the graphics card market, not only from AMD, but also from Intel. AMD launched higher-end graphics cards as part of its RX 9000 series last month, and mainstream cards are likely to come soon. That followed Intel's late-2024 launch of Battlemage, its second attempt at discrete graphics cards that garnered positive reviews and were attractively priced. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia is getting somewhat aggressive on pricing with the RTX 5060 and RTX 5060 Ti, which makes sense, given the competitive environment. The top-tier RTX 5060 Ti has an MSRP that's $70 below its predecessor, while the RTX 5060 will match the price of the RTX 4060. According to a review from Tom's Hardware, the RTX 5060 Ti provides a solid performance boost over the last-generation version. Nvidia, AMD, and Intel haven't been able to produce enough graphics cards to meet demand, and artificial intelligence (AI) chips are part of the problem. All three companies outsource GPU production to TSMC, and much of the available manufacturing capacity is going toward data center GPUs aimed at training and running advanced AI models. This has led to poor availability and sky-high prices well beyond manufacturer's suggested retail price (MSRP). If these new graphics cards from Nvidia actually sell at MSRP, the company will certainly have a winner on its hands. However, there's not much reason to believe supply will be any better than it has been with recent launches. Tariffs could create another headache. While graphics cards appear to be currently exempt from the Trump administration's tariffs, that may not remain true for long. Nvidia's partners, which assemble and sell its gaming graphics cards, are generally based in China or other parts of Asia. Tariffs could spike prices further and reduce demand. Nvidia dominates the market for graphics cards, partly because its products offer great performance and industry-leading features, but also partly due to some serious customer loyalty. Shortages and high prices are putting that loyalty to the test, though, and the longer this situation drags on, the higher the risk that gamers will opt for available alternatives. Nvidia's unit market share stood at 90% in the third quarter of last year. Nvidia's data center segment, which covers its AI accelerators, generated more than 10 times as much revenue as the gaming segment during the last reported quarter. While Nvidia is leaving money on the table by failing to meet demand for its gaming GPUs, it makes sense to do so since data center GPUs are far more lucrative. However, it's hard to predict what future demand looks like for AI accelerators. There are plenty of estimates calling for explosive growth to continue, but there are also reports of companies like Microsoft pulling back on data center leases. If Nvidia's results are being partly driven by overbuilding and overinvesting across the tech industry in AI infrastructure, demand could become a problem down the road. In that scenario, Nvidia's gaming business will become more important. At least on paper, Nvidia's new mainstream graphics cards are more affordable than their predecessors. MSRPs mean little right now, though, and if the company can't get enough supply to the market, retail prices could end up dramatically higher. Nvidia remains the overwhelming market-share leader, but it's not making its customers happy with a lack of availability and inflated retail prices. 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 $526,499!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $687,684!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 156% 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 April 14, 2025 Timothy Green has positions in Intel. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short January 2026 $405 calls on Microsoft, and short May 2025 $30 calls on Intel. The Motley Fool has a disclosure policy. Nvidia's New Mainstream Graphics Cards Look Good, but Price Is a Wildcard was originally published by The Motley Fool
Yahoo
28-03-2025
- Business
- Yahoo
Intel Stock Could Soar If This Nvidia Rumor Is True
One of the key priorities for new Intel (NASDAQ: INTC) CEO Lip-Bu Tan is to turn the company's foundry business into a success. The Intel 18A process node, which features multiple technological innovations and should challenge market leader TSMC in terms of performance and efficiency, is ready for production. The challenge now is to scale up and fill that capacity with new customer orders. According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia (NASDAQ: NVDA) as a foundry customer. While Intel has both Microsoft and Amazon on board as Intel 18A customers, winning over the largest fabless chip designer by revenue would be an enormous vote of confidence in Intel's foundry business. There are two compelling reasons why Nvidia may be keen on shifting some production from TSMC to Intel. First, the company is struggling to provide enough gaming GPUs to meet demand. Nvidia recently launched its RTX 50 series graphics cards, but supply has been extremely tight, leading to prices well above MSRP. Nvidia makes a lot more money selling data center GPUs aimed at AI workloads than it does from gaming GPUs, so it makes sense that artificial intelligence (AI) chips would be the priority. Nvidia only has so much manufacturing capacity at TSMC, and the company would be leaving money on the table if it didn't go all out to meet soaring demand for AI accelerators. If Nvidia were to shift gaming GPU production to Intel while leaving AI chip production at TSMC, the company would likely have an easier time meeting demand for both products. The longer it takes Nvidia to meet demand from gamers, the more likely it becomes that those gamers give up and move over to GPUs from AMD. AMD's latest RX 9000 graphics cards are impressive, and Nvidia may be losing market share thanks to the rough supply situation. Second, shifting some production to Intel's U.S.-based foundries would mesh well with the current political climate and avoid potential future tariffs on products coming from Taiwan. The Trump administration is pushing the idea of bringing manufacturing back from overseas, and Nvidia could score some points with a splashy announcement to do exactly that. Even if this Nvidia rumor is true and the GPU giant ultimately chooses Intel for some production, it would take time for revenue to start rolling in. Any deal would involve a future Nvidia product, potentially the company's next-generation gaming graphics cards, which almost certainly won't launch until 2026 at the earliest. While winning Nvidia as a foundry customer won't help Intel's financial results in the near term, it would certainly boost investor sentiment. Right now, the jury is still out on whether the Intel 18A process will be a success. Intel's own products built on the process aren't coming until later this year, and it's unclear when third-party products will start being produced in volume. Winning Nvidia as a customer would give investors confidence that Intel 18A is the real deal, and it could lead to a snowball effect as additional chip designers take a serious look. There's no guarantee that Nvidia will opt for Intel's foundry services. However, if Intel can win over the leading AI chip designer, it would provide an early win for Tan and a much-needed boost for the struggling company. A big piece of good news from the foundry business could be enough to push Intel stock out of the doldrums and deliver solid gains for patient investors. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $312,980!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $42,421!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $537,825!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of March 24, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Timothy Green has positions in Intel. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Intel, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short January 2026 $405 calls on Microsoft, and short May 2025 $30 calls on Intel. The Motley Fool has a disclosure policy. Intel Stock Could Soar If This Nvidia Rumor Is True was originally published by The Motley Fool
Yahoo
19-03-2025
- Business
- Yahoo
AMD Calls Over 200,000 GPUs Shipped 'Unprecedented'
Everyone expected the AMD RX 9000 series to sell well, but no one predicted it would do this well. AMD has reportedly shipped over 200,000 of its new RX 9000 graphics cards to retailers over the past few weeks, and that volume has almost completely sold out already. This prompted AMD VP of product marketing, David McAfee, to say that such numbers were "unprecedented" for AMD, and that it had been a "pretty amazing couple of weeks." Since the launch of the RX 9070 and RX 9070 XT, the two cards have been almost completely sold out across most major retailers. That's led to some scalping and price rises, but they haven't ballooned quite like Nvidia's new RTX 50-series cards have. AMD has now hit over 45% market share in Japan, as per VideoCardz, and with the absence of Nvidia GPUs on sale, that trend is unlikely to reverse. A new report from Benchlife (via VideoCardz) claims that AMD shipped around 200,000 of the new graphics cards to retail partners and that the global supply has almost completely been sold. The remaining cards are unlikely to shift in such great numbers because prices have grown far beyond the suggested pricing. But AMD's Frank Azor said last week that new stock was coming. David McAffee agreed, stating in a recent chat with HotHardware, "Priority number one is restocking all of our partners, [which] means all the way from retailers and e-tailers back to our add-in board partners." He didn't make any proclamations of exactly when we can expect restocking to occur but suggested that it would start with the board partners and filter out with Q2 and beyond, as it fleshes out the rest of the RDNA4 range. When asked about the way pricing had evolved since the cards were launched, McAffee placed some of the blame on board partners, claiming that AMD didn't have full control over the production and retail arm of the graphics card business like it does with CPUs. "On the CPU business [...] we control that end to end. With the launch of RDNA 4, we sell an ASIC to our board partners who then have a range of designs that they want to enable," he said, highlighting how it's retailers who decide which models to stock and at what price. While that feels like a bit of a cop-out answer, it's worth praising that he noted the major effect AMD can have on the process is through supply. If supply goes up, prices can come down, and that's what AMD is working on in the near future. "The biggest thing that we can do, and the biggest thing that we are doing quite honestly is ramping supply of Navi 48 very very aggressively," he said.
Yahoo
17-03-2025
- Business
- Yahoo
Even AMD is surprised by how fast it's gaining on Nvidia
AMD's RX 9000 series quickly joined the ranks of the best graphics cards, and it appears that its success came as a surprise to everyone — yes, even AMD itself. At a recent roundtable in Japan, the company revealed that its market share skyrocketed recently, reaching a whopping 45% in Japan. Although this refers to Japan, it's easy to imagine that AMD is gaining on Nvidia globally, too, although there are a few things to consider here. AMD's Yoshiaki Sato and Saki Suzuki shared a couple of updates during a Team AMD Roundtable held in Japan, which was later shared by ASCII. AMD was joined on stage by representatives of its many board partners, including ASRock, Asus, Gigabyte, MSI, PowerColor, and Sapphire. AMD's add-in board partners (AIBs) reportedly shared that they wanted to make and sell more Radeon graphics cards, but were being held back due to a lack of GPUs. To this, AMD's Sato replied: 'AMD isn't used to selling [this many] graphics cards.' This got a laugh from the audience, and I admit, I chuckled, too. It's a candid response that shows that AMD maybe hasn't predicted just how much gamers would be willing to embrace its new GPUs. That 45% market share in Japan is a success, but AMD isn't resting on its laurels. Sato said that the 45% figure is a 'peak' for AMD, but one of its board partners chimed in with: 'No, we're below the majority. We're the opposition party, so let's aim for 70%,' which prompted another representative to say: 'We've never been the ruling party!' AMD is well aware of its market share compared to its rival, Nvidia. Worldwide figures usually pin AMD at anywhere between 10% and 18% of the GPU market. However, we might see an increase considering that AMD's RX 9070 GPUs are flying off the shelves … but that might put a stop to its market share gains, too. Although AMD was able to deliver more stock than Nvidia's RTX 50-series (which is sometimes referred to as a 'paper launch'), the GPUs are largely sold out at many U.S. retailers. When they're back in stock, they might be more expensive — and that'll put an end to AMD's performance-per-dollar argument. Let's hope that the company can find a middle ground with its board partners and deliver more cards to gamers at MSRP, or at least close to it. It's clear that the market is finally open to it. Sign in to access your portfolio
Yahoo
20-02-2025
- Business
- Yahoo
AMD has another chance at greatness, but will it grasp it?
There have been a number of inflection points in the PC component space over the past couple of decades. Nvidia taking a dominant position in the GPU market in the late 2000s, AMD's Ryzen processors hailing a return to true competition in the CPU space, or Apple upending the laptop dynamic with its M chips. And now it feels like we might be on the cusp of another, with the impending launch of AMD's RX 9000 series graphics cards. Not because they're going to blow the doors off on performance, or introduce new features that we haven't seen before. Indeed, if they can just match Nvidia's RTX 5070 and 5070 Ti with their own frame generation tech, I think we'd all be happy enough. It all comes down to pricing and availability. Nvidia is the undisputed ruler of the consumer graphics card space. And a major portion of the professional GPU space. And one of the largest manufacturers of AI hardware in the world. It's one of the world's richest companies for a reason. But when it comes to graphics cards for gamers, its taken its foot off the gas. A lot. The last three generations of graphics card have been impressive, taking generous leaps in rasterization performance, improving raytracing and upscaling gen over gen. But this has come at massively increasing power requirements, and with the RTX 5080 and 5090, there wasn't even that much of a return for it. Beyond melting power connectors, that is. There's also an ever greater reliance on upscaling to deliver the kind of performance jumps people expect. But that's just lead to Nvidia leaning more heavily into hyperbole in its marketing, further skewing expectations. Stock shortages have driven up prices on the latest new Nvidia GPUs to truly ridiculous heights, further highlighting Nvidia's lack of interest in putting gamers first. There's an argument to be made from a corporate financial perspective, that gaming just isn't a major earner for Nvidia compared to its other ventures — it accounted for less than 10% of its revenue in Q3 2024. But that doesn't make the situation any better for gaming fans who want big generational improvements: Nvidia just isn't delivering them. If AMD can't do that either, it could at least make what is available more affordable. AMD has a real chance with its RX 9000 series to truly offer something value oriented. It categorically ruled out competing at the top end for this generation of graphics cards, which isn't the end of the world when very few people buy XX90-series class GPUs anyway, even if it is a shame — the hype around the 6000-series 'Big Navi' reveal was very exciting. So it's focusing on the mid-range. The cards that most gamers actually buy. And we're getting a look at them in just a few days, with them hitting store shelves a week or so later. Expectations of performance have been revised down in recent weeks, prompting many to just hope they can keep up with the new RX 50 series and won't be too outplayed by their own last-generation flagship cards. But as with almost everything in the PC component space, it all comes down to price. Nvidia's cards aren't just expensive at their suggested price, they're practically non-existent. The 5070 Ti and 5070 are likely to go the same way, even if stock numbers are higher. Nvidia GPUs are popular among gamers, and that means they're even more popular among scalpers. AMD's cards won't be immune to that, but it can thwart it. If prices are low and stock is high enough, AMD can give gamers an affordable, sensible upgrade with most of the features offered by the Nvidia competition. Even if the 9070 and 9070 XT don't blow the doors off in performance, that would be enough. AMD ceded a lot of ground to Nvidia with this generation of graphics cards by not going hard with its CES debut. Nvidia garnered incredible press and gamer attention with its over the top claims about what the 50-series can do, and its multiple frame generation technology is super impressive in the right scenario. DLSS 4's new transformer upscaling is excellent, and the day one support for it was just as impressive. If you can actually get your hands on an RTX 5080 or 5090, you're going to have a great time — even if you probably paid a lot for the privilege. But AMD may have given itself the chance it needs by taking that time. That extra couple of months may have allowed it to stockpile cards so that when they do go on sale, people who want one can actually get them. Just having enough at a fair price will even get around most of the problems of scalpers, too. If you know an RX 9070 is going to be available at $450 or there abouts, why would you buy from a scalper? This is probably all wishful thinking. AMD has had moments like this in the past with its graphics cards. We all hoped that the 6000 series would finally offer a credible performance alternative to Nvidia, and it didn't quite manage it. We hoped that the RX 7000-series would be more efficient and more affordable than Nvidia, by enough to matter. It only sort of did. It's also clear that AMD is taking the opportunity with its CPU dominance against Intel to cement higher prices, rather than continue to be the plucky underdog on pricing and performance simultaneously. AMD doesn't exactly make a tonne of money off of its gaming divisions these days either. But I hold out hope. As Nvidia becomes ever-more an AI and datacenter-first company, gamers need someone making hardware for it that makes them a priority. Someone that considers what most gamers want and need: affordable, sensible upgrade opportunities so they can continue to enjoy the best PC gaming has to offer. If AMD misses its shot here and just gives us another $500+ graphics card that sells out super fast, that'd be a real shame — and some of us expect that'll come to pass. In that case, I might start to pin my hopes on Intel expanding its future offerings to give us more 1440p-tier graphics card options. But there's still a chance AMD pulls this off. Here's hoping.
