Is NVIDIA Insane? $4,999 DGX Spark 64GB

summarized

TLDR

NVIDIA is releasing a 64 GB DGX Spark at $4,999, halving the VRAM of the original 128 GB model while keeping the same memory bandwidth. The 128 GB variant's MSRP has jumped to $6,950, and the presenter interprets this as evidence that high-end RAM prices are not coming down soon, with relief not expected until late 2027 at the earliest. For anyone tracking local AI hardware costs, this is a clear signal that memory remains the bottleneck and the premium for VRAM is not easing.

Key points

NVIDIA announced a 64 GB DGX Spark with an MSRP of $4,999.

The 128 GB DGX Spark MSRP increased to $6,950.

The presenter predicts memory prices will not drop until late 2027.

Used RTX 3090 prices have risen to $1,400, near original MSRP.

The Max Q 96 GB system now costs $17,000, a steep increase from launch.

Tools mentioned

Transcript (captions)

0:00 The DJX Spark is getting a new size and we're going to look at what this means, how some of this could impact you if you're into local AI and when this is going to happen. So, this is actually

0:10 coming down the pipeline. Really quick, if you followed along with our last video, we were talking about availability at MicroEnter going down on the DJX Sparks. Turns out there may be a

0:20 reason behind that, and that is the new 64 GB DGX Spark that is now coming out. This is a memory reduction. It looks like all the rest of the specs are exactly the same. So, you still can do

0:31 your clustering, but at 64 GB, that's half the capacity of VRAM that you had from 128. Does look like the 128 variant is still available. Also, that looks like the new base MSRP on that is going

0:44 to be 69.50. And right now, there are some still available that I saw on Amazon. Can't say how long, but those were in the 5800 range. So, I would doubt those are going to last very long

0:55 at that price. At $49.99 MSRP for the 64 GB one, though, again, same memory bandwidth, you're looking at probably $5,000 is what most of those are going to baseline start at. I would have

1:07 expected that to have actually kind of been one of the launch day options, but it is coming out now as one of the options. And we've seen a lot of people talk about maybe the price of RAM is

1:18 going to come down. This is a clear indicator to me, and this should be a clear indicator to you. the price of RAM is not coming down in DDR5 and greater. Now there was a like very minor DDR4 dip

1:32 that we saw in used DDR4 prices that happened about 3 to four months ago. The they are back to kind of ridiculous, stupid, expensive right now. So the memory crisis continuing unabated. This

1:46 is definitely a sign that that is continuing unabated. The 128 gigabyte variant is going to 6950. incredibly popular units. Like I when they first came out, I said I think they're

1:58 underpowered. I still actually stand by that they're underpowered for most things that are like dense. If you're looking at ane performance, but most people out there

2:07 are clustering them to get the kind of performance that they were hoping for. What is going to be the new baseline if they come out with a new offering like 192, which AMD now out with 495 plus 192

2:17 GB offering starts to become much more. And I can see I need to add that over here to the sheet and start tracking that also. But it starts to become much more of a viable option. So you're

2:27 seeing there is a huge demand in the all-in-one sphere for pre-builts readymmaids good to goes and we are tracking that on the website and that is digitalport.com and you can keep up to

2:39 date with your prices and what that price per VRAM. So we track the MSRP, the dollars per gigabyte of VRAM and the dollars per gigabyte of bandwidth on a wide variety of systems. And we have

2:50 been adding new ones to this and updating it throughout the day. So, toss your clankers over to the website link if you're interested. You can have them consume this also and update you

3:00 whenever there's a price drop if you're looking at something. Not great Friday news for people that were holding out waiting to get a DJX Spark. I sound off in the comments below if you were in

3:08 that camp. Also, if you think the memory crisis is abating, I really don't think so. I think we've got a ways to go. I think 2027, uh, last half of 2027 is when we might start to see some relief.

3:20 That's only based upon a few CEOs saying they think they could get there. But important to note, those are not the primary manufacturers. Those are the secondary buyers and packagers that are

3:32 saying that and that could be wishful thinking. So, I don't think we're going to see any sort of relief on the new side markets and certainly the used side markets are in an insane price move up

3:43 kind of category. 3090 is now $1,400. Again, very close to their MSRP, which was $14.99 uh unused. That's the only one that is still under MSRP that is going to have the full modern supported

3:57 CUDA stack and everything like that. And all the rest of it, all the rest of it is gone quite a bit up. the Max Q, 96 GB of VRAM, 17,000, which I I've got to be honest with you, that is a pretty steep

4:12 price increase from where it launched at. All of it indicates to me we're not going to see a great reduction as far as price. This is the reality that we're in right now. So, definitely good if you're

4:24 a holder, definitely bad if you're a buyer. Not a lot of great news for people that are looking to get into local AI at the moment, but you can bet there will be more content on that. So,

4:32 thank you to everybody who hits like, subscribe, and to of course all of our channel members. You make this all possible. If you are looking to get up and going with some sort of a local AI

4:40 rig, also check out our playlist here.

Frontier News · by Hyperjump Technology