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

Post by Waterluvian » Tue, Jan 06, 2026, 1:10 PM UTC

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.

Post by pm90 » Tue, Jan 06, 2026, 1:12 PM UTC

lopis wrote: post #67

pm90 wrote: post #51

Earlier quoted context omitted.

Its a market signal; we’re going to see a massive boom in investment (mostly from China, but still) in capacity expansion. Eventually the prices will stabilize.

The problem I've seen described by some is that the industry is resistant to expand capacity right now, because a partial pop of the AI bubble is expected aaany time now for months, but it keeps not happening. But if it does happen and they have too much capacity, the whole GPU and RAM industry would not be able to recoup that investment and would collapse.

Post by cobolcomesback » Tue, Jan 06, 2026, 1:14 PM UTC

croes wrote: post #33

tbrownaw wrote: post #25

Headline: hopes you weren't paying attention Body: The change had been telegraphed: AWS's pricing page noted (and bizarrely, still does) that "current prices are scheduled to be updated in January, 2026," though the company neglected to mention which direction. These do not seem entirely consistent? . > This comes about seven months after AWS trumpeted "up to 45% price reductions" for GPU instances - though that anno…

The didn’t say what update mean, higher or lower and who watches the price page if you are already paying customer?

Post by 05 » Tue, Jan 06, 2026, 1:15 PM UTC

walthamstow wrote: post #21

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…

> You don't need storage space, use our cloud subscription This is here already. A long time ago, maybe even before covid, I asked a table of iPhone-owning friends who pays Apple a monthly sub for storage, and every hand went up. I know you mention home computers, but most of my friends don't have one. Their iPhone is their computer.

Post by SPICLK2 » Tue, Jan 06, 2026, 1:16 PM UTC

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…