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

Re:Hard to decipher what the story is...

[EvilSS]

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.

Still too expensive

[ruddk]

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