4 ms·

> Igor’s Lab says their partner contacts said 2021 was a “10x year” for them, and that’s easily confirmable for at least one partner with public financials data

> Igor’s Lab says their partner contacts said 2021 was a “10x year” for them, and that’s easily confirmable for at least one partner with public financials data. So.. during a year of highly inflated GPU prices, GPU vendors who sold everything far above MSRP made a bunch of money? No shit, Sherlock. What does that have to do with Nvidia's well known, well sourced MSRP games? And since you're so focused on the 30xx series, reminder that the MSRP of the 3070 was $500 and even now at the end of the product life it's still slim pickings below $600. 3080's MSRP was also $700. But again, even now at EOL there's very little at that price point. The major brands are all $900+

paulmd 4y ago
What MSRP games? Can you cite some specific claims from various sources that aren't just the EVGA CEO that GN said to "take with a bunch of salt" and that Igor confirmed doesn't reflect the other partners' margins or sentiment? I provided actual sources and numbers here, "well-known, well-sourced" is just "trust me bro" if you don't provide those sources. Again: 2080 Ti is a great example of how those claims aren't really true. There was nothing stopping the other partners from offering MSRP cards just like EVGA and Zotac. They could even have gone under MSRP, just like EVGA. Partners won't do it because they don't make enough money, not because they lose money. EVGA and Zotac show they're not losing money doing it, they just don't want to. It's car dealerships whining they're only making 5% on a budget car instead of 15% on a corvette.
- kllrnohj 4y ago
  EVGA stopped making GPUs entirely, citing among other things the inability to sustain MSRP pricing. Really odd you'd use them as an example unless you were just entirely unaware of that recent breakup? So... No, other companies can't do what EVGA did just like EVGA couldn't keep doing what EVGA did. Hence why they basically went bankrupt doing it (rather, they obviously didn't drop 70+% of their revenue if it was a healthy profit margin as you are so insistent on claiming)
  - paulmd 4y ago
    Zotac also had MSRP 2080 Ti cards though? Did you read the other example I gave? Anyway, I'd still love to see your sources, but, if you can't provide any then I think we're done here. I gave you real numbers and you've ignored them several times in favor of supposition and imagination. EVGA quit because they knew the mining crash was going to lead to a couple of very slow years, just like after the 2018 mining crash. I've already stated my problems with their argument: they made tons of money during the mining boom, and the claims that they were losing money were limited to the deep clearance pricing they had to do after the mining crash. You have acknowledged most of these individual points but just don't seem to accept the synthesis of the whole: the EVGA guy wasn't really presenting a fair and honest big picture, that's why GN told you to "take him with a big grain of salt" and Igor's Lab's partners said they didn't understand where he was coming from. This may be difficult, but sometimes individuals will go to media and present a slanted narrative, especially when they have a financial interest in doing so or are generally upset. What the EVGA guy said wasn't really true, or was very narrowly true. And to be fair, there is a lot to be upset about, NVIDIA definitely is not gracious to the partners. But if they play it right, it's a guaranteed 10% margin on all their sales. 200k cards a week times $500 ASP times 10% margin is quite a bit of money, and that's EVGA alone.

paulmd 4y ago

What MSRP games? Can you cite some specific claims from various sources that aren't just the EVGA CEO that GN said to "take with a bunch of salt" and that Igor confirmed doesn't reflect the other partners' margins or sentiment? I provided actual sources and numbers here, "well-known, well-sourced" is just "trust me bro" if you don't provide those sources. Again: 2080 Ti is a great example of how those claims aren't really true. There was nothing stopping the other partners from offering MSRP cards just like EVGA and Zotac. They could even have gone under MSRP, just like EVGA. Partners won't do it because they don't make enough money, not because they lose money. EVGA and Zotac show they're not losing money doing it, they just don't want to. It's car dealerships whining they're only making 5% on a budget car instead of 15% on a corvette.

kllrnohj 4y ago
EVGA stopped making GPUs entirely, citing among other things the inability to sustain MSRP pricing. Really odd you'd use them as an example unless you were just entirely unaware of that recent breakup? So... No, other companies can't do what EVGA did just like EVGA couldn't keep doing what EVGA did. Hence why they basically went bankrupt doing it (rather, they obviously didn't drop 70+% of their revenue if it was a healthy profit margin as you are so insistent on claiming)
- paulmd 4y ago
  Zotac also had MSRP 2080 Ti cards though? Did you read the other example I gave? Anyway, I'd still love to see your sources, but, if you can't provide any then I think we're done here. I gave you real numbers and you've ignored them several times in favor of supposition and imagination. EVGA quit because they knew the mining crash was going to lead to a couple of very slow years, just like after the 2018 mining crash. I've already stated my problems with their argument: they made tons of money during the mining boom, and the claims that they were losing money were limited to the deep clearance pricing they had to do after the mining crash. You have acknowledged most of these individual points but just don't seem to accept the synthesis of the whole: the EVGA guy wasn't really presenting a fair and honest big picture, that's why GN told you to "take him with a big grain of salt" and Igor's Lab's partners said they didn't understand where he was coming from. This may be difficult, but sometimes individuals will go to media and present a slanted narrative, especially when they have a financial interest in doing so or are generally upset. What the EVGA guy said wasn't really true, or was very narrowly true. And to be fair, there is a lot to be upset about, NVIDIA definitely is not gracious to the partners. But if they play it right, it's a guaranteed 10% margin on all their sales. 200k cards a week times $500 ASP times 10% margin is quite a bit of money, and that's EVGA alone.