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Bingo, Nvidia isn't making enough A100, A10G to fill demand from GCP/Azure/AWS. The idea that they are worried about their position in the gaming industry is of
by belval 4y ago
Bingo, Nvidia isn't making enough A100, A10G to fill demand from GCP/Azure/AWS. The idea that they are worried about their position in the gaming industry is off mark.
What's happening is that with mining dying they know the gaming market won't magically expand, there will be a few years of reduced interest. The only way they can make it look good on their balance sheet is if the entreprise segment grows and that means reassigning their capacity towards it even if it means reducing volume on the consumer side.
From a business point of view this makes perfect sense.
- dageshi 4y agoMy guess is, the problem is the lower end. I'm guessing they bought a lot of fab capacity for the 40 series given fab capacity was highly constrained over the recent years and they couldn't produce graphics cards fast enough. Now masses of 30 series are being dumped onto the used market from a combination of ex-mining card and ex-gaming cards being sold in preparation for the 40 series. Gamers who were looking for 3060/3060ti/3070's can probably pickup a used 3080 for comparable money on ebay. So what does the demand for the 4060 look like? I'm assuming a 4060 is a binned down part that didn't make the cut for higher models? You wonder if nvidia is left with a lot of chips that would've gone to the 4060 which they can't sell.
- fomine3 4y agoIn 2019-2021, IMO gaming market was important because new PS and Xbox were start selling . It was time to get customers to their ecosystem before they could get new console. Now shortage is end, so selling latest model is no longer important.