Nvidia Appears To Have A GPU Inventory Problem (seekingalpha.com)

Reports out of Taiwan now suggest that Nvidia has a gaming GPU inventory problem. An anonymous reader writes: Tech news site SemiAccurate which covers the GPU space pretty closely, and has broken stories like AMD's acquisition of ATI Technologies and Nvidia's Bumpgate, just published an article on why Nvidia has delayed their new gaming GPUs. It seems the Hot Chips 30 agenda cancellation and Jensen's no new GPUs for 'a long time' comment have created enough of a stir to get journalists and industry insiders asking questions. While curiosity amongst all this confusion is natural, I was surprised to discover that people were starting to speculate Nvidia's delay was due to technical issues with their new GPUs. This had never been a concern of mine, and as it turns out, it's clearly not the case. So, what the problem? Nvidia has overestimated pent-up gaming demand and underestimated the impact of declining mining demand.

Comments

price fixing.

[Killall -9 Bash]

GPU prices have not dropped in the last few months, despite drop in demand, and oversupply.

full disclosure, at the very end

[pjrc]

The author admits he has shorted nVidia's stock at the very end of the article, on the 3rd page.