AMD, AI and NVIDIA
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Advanced Micro Devices (AMD) stock slipped on Monday alongside reports that the semiconductor company plans to increase the price of its graphics processing units (GPUs) in early 2026. According to these reports, it will be joined by Nvidia (NVDA), which will also raise the price of its GPUs sometime early next year.
AMD’s Ryzen CPU announcements this year fall firmly into the latter camp—these are all gently tweaked variants of chips that launched in 2024 and 2025.
Expectations are that these price increases will impact certain GPUs, including Nvidia's GeForce RTX 50 series and AMD's Radeon RX 9000 series which are already expensive. According to Newsis, the Nvidia RTX 5090 which was released at a price point of $1,999 could eventually increase to $5,000 this year.
This year, we are seeing is perhaps the biggest generational change in Nvidia we’ve ever witnessed, with a new CPU, a new GPU, new networking chips, an AI model for automated driving and new open models for agentic AI.
Add-in board (AIB) partners for both AMD and NVIDIA are getting ready to ring in 2026 with a round of price increases, followed by more price hikes as the year goes on, according to multiple reports.
CES 2026 was AMD's moment to shine in the light of the ongoing AI boom, offering more chips to drive AI compute and bringing industry luminaries on stage to talk about the future.
More interesting for many industry watchers, however, is what comes next. AMD said the Instinct MI500 Series is planned for launch in 2027 and will deliver a significant jump in AI performance compared with the MI300X generation. MI500 is expected to use AMD’s CDNA 6 architecture, a 2nm process, and HBM4E memory.
AMD's Rahul Tikoo claims that the company has a better selection of products compared to Panther Lake that are better suited to the needs of graphics-intensive customers and mainstream consumers.
According to Wccftech, Nvidia is reportedly on the verge of resuming production on its budget-friendly GeForce RTX 3060 GPUs to combat the ongoing shortage of RAM being caused by an uptick in development on AI technologies and the increasing prices of memory.
With the global memory shortage set to run throughout 2026 and probably well in 2027, prices of everything that requires DRAM are only going to rise. However, thanks to a wealth of graphics cards being in stock over the last quarter of 2025,
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