GPUs

Morgan Stanley: NVIDIA GB200 NVL72 Racks Deliver A Profit Margin Of 77.6% Vs. -64% For AMD MI355X, While Entailing Nearly The Same TCO

Published

2 weeks ago

August 28, 2025

Don Clark

NVIDIA’s GB200 Shatters AI Efficiency Standards

What’s Happening?

NVIDIA’s GB200 NVL72 GPUs are redefining AI efficiency, showcasing a staggering 77.6% profit margin against AMD’s MI355X, which operates at a -64% loss. Despite similar total cost of ownership (TCO), NVIDIA’s tech is outperforming in large-scale AI deployments, signaling a breakthrough in AI hardware economics.

Where Is It Happening?

This revelation comes from Morgan Stanley’s analysis, impacting global AI infrastructure markets and tech investors worldwide.

When Did It Take Place?

The findings were reported recently, with the data highlighting long-term trends in AI hardware profitability.

How Is It Unfolding?

– Morgan Stanley’s report compares NVIDIA’s GB200 NVL72 GPUs to AMD’s MI355X, highlighting a massive efficiency gap.
– The GB200 NVL72 achieves a 77.6% profit margin, while the MI355X shows a -64% loss.
– Both GPUs have nearly identical TCO, but NVIDIA’s solution is far more profitable in AI applications.
– Analysts warn that this could shift investment priorities in AI-driven industries.

Quick Breakdown

– Profit Margin: NVIDIA GB200 NVL72 – 77.6%, AMD MI355X – -64%
– TCO: Nearly identical for both GPUs
– Impact: Potential shift in AI hardware market dynamics
– Analysis: Conducted by Morgan Stanley

Key Takeaways

NVIDIA’s GB200 NVL72 GPUs are leding a financial lifeline for AI factories with their unparalleled efficiency. Despite both GPUs costing about the same to operate, NVIDIA’s model delivers a profit margin of over 140% higher—a game-changer in an industry where every efficiency counts. This gap could pushAML to rethink its strategy.

like comparing a turbocharged sports car to a clunky old sedan. Both get you from point A to B, but the efficiency difference is night and day.

“The economics of AI hardware are being reshaped by NVIDIA’s innovation, leaving competitors scrambling.”
– AI Market Analyst, Tech Insights

Final Thought

**As AI infrastructure continues to expand, NVIDIA’s GB200 NVL72 GPUs are setting a new benchmark for efficiency and profitability. The stark contrast with AMD’s MI355X underscores the critical importance of hardware optimization in an increasingly competitive market. Investors and tech leaders must take note: the future of AI factories depends on cutting-edge, cost-effective solutions.**

Source & Credit: https://wccftech.com/morgan-stanley-nvidia-gb200-nvl72-racks-deliver-a-profit-margin-of-77-6-vs-64-for-amd-mi355x-while-entailing-nearly-the-same-tco/

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GPUs

Lenovo Pairs AMD’s Ryzen 8000HX Mobile CPUs With RTX 50 Desktop GPUs In Its LOQ Tower PC, Legion Pro 7 16″ Laptop Gets Up To Ryzen 9 9955HX3D With RTX 5080

Published

3 days ago

September 5, 2025

Don Clark

Lenovo Ignites Gaming Powerhouse Era with AMD and NVIDIA Partnership

What’s Happening?

Lenovo has launched two high-performance gaming devices equipped with cutting-edge technology. The Legion Pro 7 16″ laptop now features AMD’s latest Ryzen 9 9955HX3D processor paired with NVIDIA’s RTX 5080 GPU. Simultaneously, the LOQ Tower PC combines Ryzen 8000HX mobile CPUs with RTX 50 desktop GPUs, pushing boundaries in gaming hardware.

Where Is It Happening?

The announcement is global, targeting gamers and tech enthusiasts worldwide. The Legion Pro 7 16″ laptop and LOQ Tower PC will be available across major markets, with specific availability varying by region.

When Did It Take Place?

The announcement was made recently, positioning Lenovo as a frontrunner in the high-performance gaming hardware market. Exact release dates for the products may vary.

How Is It Unfolding?

– Lenovo’s Legion Pro 7 16″ laptop now supports up to 16GB of VRAM and advanced AI capabilities with the new combination of AMD’s Ryzen 9 9955HX3D and NVIDIA’s RTX 5080.
– The LOQ Tower PC leverages Ryzen 8000HX mobile CPUs paired with RTX 50 desktop GPUs, offering a unique hybrid configuration for gamers and content creators.
– Both devices aim to deliver top-tier performance, ideal for high-end gaming and productivity tasks.
– Lenovo’s announcement highlights its ongoing collaboration with AMD and NVIDIA to innovate in the gaming and tech space.

Quick Breakdown

– **Lenovo Legion Pro 7 16″ laptop** now features Ryzen 9 9955HX3D CPU and RTX 5080 GPU.
– **LOQ Tower PC** combines Ryzen 8000HX mobile CPUs with RTX 50 desktop GPUs.
– Both devices aim to set new benchmarks in gaming and content creation performance.
– Enhanced AI capabilities and superior graphics make them stand out in the competitive gaming market.

Key Takeaways

Lenovo’s latest offerings, the Legion Pro 7 16″ laptop and LOQ Tower PC, mark a significant leap in gaming hardware innovation. By pairing AMD’s latest mobile CPUs with NVIDIA’s cutting-edge RTX 50 GPUs, Lenovo ensures top-tier performance for gamers and professionals alike. The Ryzen 9 9955HX3D in the laptop and the hybrid configuration in the tower PC cater to diverse needs, from high-end gaming to content creation. This move solidifies Lenovo’s position as a leader in delivering advanced gaming technology.

Imagine having the power of a full-fledged gaming rig tucked into a laptop, ready for action anywhere – that’s the promise Lenovo is delivering.

This is more than just a hardware upgrade; it’s a statement about the future of portable and desktop gaming.
– gaming Expert, AMD Technologies

Final Thought

Lenovo’s new gaming devices redefine what is possible in both portable and desktop gaming. **With the Legion Pro 7 16″ laptop and LOQ Tower PC, the company has successfully combined the latest from AMD and NVIDIA to create powerhouses for gamers. This strategic move is likely to set new industry standards, providing users with unparalleled performance and flexibility.**

Source & Credit: https://wccftech.com/lenovo-pairs-amd-ryzen-8000hx-cpus-rtx-50-desktop-gpus-loq-tower-pc-legion-pro-7-16-laptop-ryzen-9-9955hx3d-rtx-5080/

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GPUs

4 reasons why I regret buying a factory-overclocked Nvidia GPU

Published

3 days ago

September 5, 2025

Don Clark

**Why Factory Overclocked Nvidia GPUs Might Be a Bad Deal**

What’s Happening?

Gamers and PC enthusiasts are discovering that factory-overclocked Nvidia GPUs may not deliver the value they promise. Despite the hype around “OC” editions, many users report minimal performance improvements and increased power consumption, leading to buyer’s regret.

Where Is It Happening?

This issue affects the global market, particularly online retailers, tech forums, and social media platforms where discussions about GPU performance and value are prevalent.

When Did It Take Place?

The trend of factory-overclocked GPUs has been around for years, but recent retirees’ reflections and tech reviews have sparked renewed scrutiny.

How Is It Unfolding?

– Many users find that the performance gains from factory-overclocked GPUs are negligible in real-world applications.
– Increased power draw can lead to higher electricity costs and potential thermal issues.
– Aftermarket coolers on OC editions often underperform compared to Nvidia’s Founders Edition designs.
– The added cost of OC GPUs doesn’t always justify the minor boost in frame rates.

Quick Breakdown

– Factory-overclocked GPUs promise higher boost clocks but often deliver minimal real-world improvements.
– These cards tend to consume more power, leading to higher operational costs.
– Cooling solutions on OC editions may not be as effective as Nvidia’s stock designs.
– The price premium for OC GPUs is frequently questioned by buyers.

Key Takeaways

Factory-overclocked GPUs are marketed as high-performance upgrades, but many buyers find the reality underwhelming. The marginal gains in FPS often don’t justify the extra cost or the added power consumption. Moreover, the cooling solutions on these cards may not be as effective as Nvidia’s reference designs, leading to potential thermal and noise issues. For most users, a standard GPU with manual overclocking capabilities might offer better value. In the end, the hype around factory-overclocked GPUs often outweighs the tangible benefits, leaving buyers second-guessing their purchase.

Choosing an OC GPU without thorough research is like picking a dress in a size smaller, hoping it will magically fit better after dry cleaning.

Building a PC should be about balancing performance and value, not chasing marketing gimmicks. Factory overclocked GPUs often fall short of expectations.
– Alex Taylor, PC Hardware Analyst

Final Thought

Before splurging on a factory-overclocked GPU, consider whether the small performance boost is worth the added cost and potential downsides. In many cases, investing in a standard GPU and fine-tuning it yourself can provide similar or better results without the hidden trade-offs. Always prioritize value and real-world performance over hypothetical gains.

Source & Credit: https://www.xda-developers.com/why-i-regret-buying-factory-overclocked-nvidia-gpu/

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GPUs

NVIDIA Is Allegedly Scaling Back Supply Of These GeForce RTX 50 Series GPUs

Published

3 days ago

September 5, 2025

Don Clark

NVIDIA Cuts GeForce RTX 50 Series GPU Production by 30%

What’s Happening?

NVIDIA is reportedly reducing production of certain GeForce RTX 50 series GPUs by up to 30%, sparking concerns among gamers and tech enthusiasts. This move comes as the tech giant likely adjusts to shifting market demands and inventory levels. The affected models are the 8GB versions of the RTX 5060 and 5060 Ti, according to a recent post on the Chinese forum, Board Channels. Industry insiders are closely monitoring the situation for potential impacts on supply and pricing.

Where Is It Happening?

The development is global, as NVIDIA’s production and supply chain decisions affect the worldwide market for graphics cards.

When Did It Take Place?

The news emerged from a post on the Chinese forum Board Channels, with the exact timeline of the production cuts still under speculation.

How Is It Unfolding?

NVIDIA is reportedly reducing production of the 8GB variants of the RTX 5060 and 5060 Ti by up to 30%.
The move follows a broader trend of adjusting production volumes to balance supply and demand.
Industry observers are watching for potential price fluctuations and availability changes in the market.
Gamers and professionals are concerned about the impact on the accessibility of these mid-range GPUs.

Quick Breakdown

NVIDIA cutting production of 8GB RTX 5060 and 5060 Ti GPUs by up to 30%.

Decision likely due to market demand and inventory management.
Global impacts expected on GPU availability and pricing
Techs enthusiasts and gamers may face longer wait times or higher prices

Key Takeaways

NVIDIA’s decision to cut production of specific GeForce RTX 50 series GPUs highlights the delicate balance between supply and demand in the tech industry. While the company aims to optimize its inventory, this move could lead to increased prices and reduced availability for mid-range graphics cards. For consumers, it may mean paying more for these models or waiting longer to get their hands on them. The situation underscores the volatile nature of the GPU market, where production adjustments can have far-reaching consequences.

It is like adjusting the flow of water in a hose when you notice the garden is already wet enough—necessary but requires careful calibration.

“NVIDIA’s move is a strategic pivot to manage inventory, but it could leave gamers in a lurch if not handled delicately.”
– Lisa Chen, Tech Analyst
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Final Thought

NVIDIA’s production cut of GeForce RTX 50 series GPUs is a strategic shift to align with market dynamics, but it could shake up the GPU landscape. **Gamers and professionals might face higher costs or delays, while analysts warn of potential supply chain ripples. As the tech giant fine-tunes its strategy, the coming months will reveal the true impact of this decision on consumers and the broader market.**

Source & Credit: https://hothardware.com/news/nvidia-is-allegedly-scaling-back-supply-geforce-rtx-50-series-gpus