财联社·2026-01-01 04:52Core Viewpoint - The price of computing products, particularly GPUs, is set to rise significantly in early 2026 due to a surge in memory prices, impacting both consumer and data center markets [4][5]. Group 1: Price Increases - Nvidia and AMD are expected to implement phased price increases for various GPUs starting in early 2026, with AMD potentially raising prices as early as January and Nvidia around February [4]. - The flagship RTX 5090 GPU is projected to see a substantial price increase, potentially reaching $5000, compared to its initial suggested retail price of $1999 [4]. - The increase in GPU prices is attributed to a doubling of memory prices over the past six months, which has raised manufacturing costs for graphics cards by 80% [5]. Group 2: Market Impact - The price surge is anticipated to affect the latest generation of GPUs, including the RTX 50 Blackwell series and AMD's RX 9000 series [4]. - Market research firm Counterpoint predicts that memory prices will rise by an additional 40% before the second quarter of 2026, further exacerbating the situation [5]. - The AI industry is impacting consumer-grade GPUs, leading to shortages of certain models as chip manufacturers stockpile memory for gaming GPUs to be used in AI applications [5].