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

Posted by msmash on from the closer-look dept.

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.

7 of 83 comments (clear)

  1. I will take some off there hands for free! by Joe_Dragon · · Score: 4, Funny

    I will take some off there hands for free!.

  2. Re:Hard to decipher what the story is... by EvilSS · · Score: 5, Insightful

    But if the problem is excess inventory they have to sell near a loss, well that's what you get for creating a false supply shortage to drive up prices.

    or they just don't release the new chips because AMD can't get their shit together on the GPU side, and sell off the inventory at normal prices.

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    I browse on +1 so AC's need not respond, I won't see it.
  3. Still too expensive by ruddk · · Score: 5, Insightful

    So lower the price. The cheapest 1080 gtx I can find right now, is still $100 higher than what I paid last summer.

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    L'Idiot
  4. full disclosure, at the very end by pjrc · · Score: 4, Informative

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

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    PJRC: Electronic Projects, 8051 Microcontroller Tools
  5. Nvidia may be in for some difficult times by foxalopex · · Score: 4, Insightful

    I've used both Nvidia's and AMD's (Formerly ATI) graphics cards but have never been a huge fan of Nvidia's almost monopolistic practices so I tend to get AMD cards whenever I can. Still I would say Nvidia has a lot to worry about on it's hands. Although AMD and Intel are competitors, they do have times that they work together closely and Intel's next gen GPU are signs that they will. Unlike Nvidia, Intel is likely to be working on open standards with AMD and their recent joint CPU / GPU project looks like they'll be able to do so.

  6. Allow Data Centre Use by Roger+W+Moore · · Score: 4, Insightful

    I bet there are quite a few who would happily pay for them if they removed the license restrictions they added to the driver that prevents the use of their cards (with their driver at least) in a data centre - unless used for blockchain processing.

  7. Re:price fixing. by Anonymous Coward · · Score: 4, Insightful

    its almost 2 years old, let me just shit my pants that its now at 2016 MSRP