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AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

theregister.com

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Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#371

Post by BadBadJellyBean »

hyperbovine wrote: post #361
xvxvx wrote: post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

On the flip side, if the rumored AI crashdepressionapocalyspe does in fact materialize, those things will become super cheap.

but no one has money anymore to buy it. :(

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#372

Post by lotsofpulp »

charcircuit wrote: post #369
lotsofpulp wrote: post #204

Earlier quoted context omitted.

“Rent” needs to better defined at this point. At least some portion of utilities and tax charges pay for ongoing maintenance and investment to provide expected quality of life. Similar to how rent for a home eventually pays for a new roof or other repairs. The profit margin component of rent is probably what most are referring to in this discussion, but presumably tax and (government owned) utilities don’t have that.

Government utilities fo have a profit margin, they aren't a charity.

This context is about a profit that gets distributed to shareholders, which obviously does not benefit the payer. Whatever "profit" a government owned utility earns is presumably, eventually re-invested into the utility eventually benefiting the payer.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#373

Post by corranh »

muvlon wrote: post #55
xvxvx wrote: post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

I don't know how everyone arrives at that conclusion when the cost of the subscription services is also going up (as evidenced by the very article we're talking about). People who are renting are feeling this immediately, whereas people who bought their computers can wait the price hikes out for a couple years before they really need an upgrade.

Exactly, if you can’t afford the high upfront cost that you can stretch out over a longer period of time, you’re stuck paying more over the long term as the subscriptions get more expensive.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#374

Post by Aperocky »

LunaSea wrote: post #356
drob518 wrote: post #154

The “hopes you weren't paying attention” part of the headline seems needlessly inflammatory. All I see is demand rising into a supply-limited market (GPUs and RAM). That doesn’t seem nefarious, just high-school economics.

But why do it on a Saturday, when none of their customers are working?

Why wouldn't you do it on a Saturday when most people are not working?

What's the best time to change the bus fare, 9AM on Wednesday or midnight between Saturday and Sunday?

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#375

Post by bigbuppo »

fooey wrote: post #332
therobots927 wrote: post #52

The price shock that’s about to hit the AI industry is gonna be very fun to watch.

I keep asking our product team what the plan is when our API/Infra costs eventually skyrocket and our AI features become unsustainable, but there's absolutely zero preparedness. We throw in all these cute little AI features to fill out marketing bullet points because they're basically free, but if they had real cost we're going to have no choice but to take them away.

But you gotta have that AI strategy or your good numbers won't go up. You can't be left behind in this business of business. I hear everyone is already moving on to post-agentic AI, whatever that means.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#376

Post by chabes »

xvxvx wrote: post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

> - GPU prices rising - RAM prices rising - hard drive prices rising

They tell me the economy is booming

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#377

Post by SoftTalker »

muvlon wrote: post #55
xvxvx wrote: post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

I don't know how everyone arrives at that conclusion when the cost of the subscription services is also going up (as evidenced by the very article we're talking about). People who are renting are feeling this immediately, whereas people who bought their computers can wait the price hikes out for a couple years before they really need an upgrade.

> wait the price hikes out for a couple years

Or much longer. The computers I use most on a daily basis are over 10 years old, and still perfectly adequate for what I do. Put a non-bloated OS on them and many older computers are more than powerful enough.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#378

Post by walthamstow »

vladvasiliu wrote: post #366
walthamstow wrote: post #355

Earlier quoted context omitted.

> Starter prices are a thing to get people in the door and upsell them later. Yes, with services such as storage.

I very much doubt that. I just checked the apple store page for an iphone 17. They try to sell me the larger storage model, they try to sell me apple care, but I don't see anything related to icloud. If I look at the pro, they try to sell me the max. The difference between a 512 GB and a 256 GB non-pro model is 250 Euros. The 200 GB icloud subscription (which, again, they don't talk about when buying an iphone) costs…

Apple is a consumer services company, it contributes the half of their profits, and storage is their most popular service.

https://www.ft.com/content/3687fab7-3aea-4f81-9616-ed3d1f7be...

> Services are on track to make up a quarter of Apple’s revenue but as much as 50 per cent of its profit, said JPMorgan analyst Samik Chatterjee, reflecting the “stickiness” of products such as recurring payments for iCloud storage.

Your rational take makes sense but the market disagrees. Apple cloud storage is very, very poplar.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#379

Post by SoftTalker »

usernameak wrote: post #351
Y_Y wrote: post #188

Earlier quoted context omitted.

My bank has an option to send me a notification every time I'm charged for something. I've noticed several bills that were higher than they should have been "due to a technical error". I'm certain some companies rely on people not checking and randomly add "errors". Notably there's no way (known to me) that you can have direct debits sent as requests that aren't automatically paid. I think that would put consumers on…

> My bank has an option to send me a notification every time I'm charged for something. Wait, your bank doesn't do that by default ? I've always assumed it's default behavior of most banks.

It's normally an option in my experience. I have mine set for charges over $100. I don't want a notification every time I buy gas (I do check my statements every month though).

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#380

Post by SoftTalker »

vel0city wrote: post #195
jrjeksjd8d wrote: post #160

Earlier quoted context omitted.

Subscriptions have a "boiling frog" phenomenon where a marginal price increase isn't noticable to most people. Our payment rails are so effective many people don't even read their credit card statements, they just have vampires draining their accounts monthly. Starting with a low subscription price also has the effect of atrophying people's ability to self-serve. The alternative to a subscription is usually capital-i…

> if you want to cancel Netflix you need to have a DVD collection You don't need a whole DVD collection to cancel Netflix, even ignoring piracy. Go to a cheaper streaming service, pick a free/ad supported one, go grab media from the library, etc. Grab a Blu-Ray from the discount bin at the store once in a while, and your collection will grow.

Music is different, but I never understood buying movies. Once I see a movie, I've seen it. I very rarely watch a movie more than once.
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