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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.
There may also be the problem of lengthening release cycles of AAA games that are ever more expensive to produce, inflated RAM prices that delay system upgrades and so lessen any associated GPU demand. Still, a 40% price inflation in Nvidia products alone is enough to give a second though for any young gamers who wants to spend their money on new games that are also more expensive than before. Meanwhile the miners brag how they scored another five cards with those prices.