QUOTE(adamtayy @ Jan 2 2024, 08:46 AM)
OKAY...
again, you win
Nothing fancy
Its still too early to tell
We're not a fortune teller
Can you guess the future that what things can happen??
I can tell you based on precedent history of ban action (see US Prohibition) that as long as China AI demands remain high & keep increasing, 4090 stocks in any variant, will be scarce and prices will remain high or higher. again, you win
Nothing fancy
Its still too early to tell
We're not a fortune teller
Can you guess the future that what things can happen??
Significant qtys ori 4090s will likely be smuggled, and whatever cut version could be further banned by USA until its too crippled to do AI, and whats left of a 4090DDDD will primarily be China exclusive so less hopes you might get a derated 4090 in liew of high demand.
Also depending on how nvidia can keep cutting down 4090 to meet USA satisfaction, it could overlap into 4080 territory and that could be next target for kena ban so even 4080 can suffer the same issue if China cannot get 4090 and turn to 4080 for AI chip.
It all depends how serious USA will carry out their threats to keep lowering the ban limit or if they decided 4800TPP will remain the threshold moving forward.
Jan 2 2024, 11:59 AM

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