do you think they will release some more 4090s around the 13th or will they just wait until January to keep the artificial shortage in place to keep moving Ampere?

I reckon they'll want to release both Ada and Ampere stock to combat AMD's 7900 XTX and 7900 XT. That means a price drop for 4080's/3090Ti's/3090's/3080Ti's. They will most likely dump a load of stock into retailers and try to steal as many sales away from AMD's launch as they can. Then they'll hold back stock again until the 4070Ti's release in January.

I don't think Nvidia is holding back RTX 4090s. It makes literally no sense for them to do so, they've been able to sell them almost as fast as they can make them. This is no benefit to flooding the market for them and possibly drive down cost. They are still regularly coming in and regularly selling out in a few minutes on sites like Newegg or Amazon. There were 4090s in stock just yesterday.
 
Just look at the history here:
https://www.nowinstock.net/computers/videocards/nvidia/rtx4090/full_history.php
 
The 7900 series isn't the competitor to the 4090 anyway so it would make even less sense to flood the market if that's what your tin foil hat thinks. The reality is that a buyer at $900-$1000 isn't really a buyer at $1600 and up. That's quite a jump in cost, people that want a 4090 want a 4090, not a 7900XT or XTX. They aren't in competition.

arestavo

CraptacularOne
I don't think Nvidia is holding back RTX 4090s. It makes literally no sense for them to do so, they've been able to sell them almost as fast as they can make them. This is no benefit to flooding the market for them and possibly drive down cost. They are still regularly coming in and regularly selling out in a few minutes on sites like Newegg or Amazon. There were 4090s in stock just yesterday.
 
Just look at the history here:
https://www.nowinstock.net/computers/videocards/nvidia/rtx4090/full_history.php
 
The 7900 series isn't the competitor to the 4090 anyway so it would make even less sense to flood the market if that's what your tin foil hat thinks. The reality is that a buyer at $900-$1000 isn't really a buyer at $1600 and up. That's quite a jump in cost, people that want a 4090 want a 4090, not a 7900XT or XTX. They aren't in competition.

I can chime in on this one - I want a 4090. But if I can get a 7900XTX (hopefully about 90% of the raster performance of the 4090) first at ~60% of the cost? I'm going to be happy with that. I'm too old to F5 war or go store to store looking for a stupid video card.
 
EDIT: Of course, if EVGA was making video cards still it'd be a no brainer. Unless it was a RTX 4080 at $1200+ MSRP. That would always be a no from me, dog.

That's wishful thinking. I doubt AMD is going to be within striking distance of the RTX 4090. If they were that close you can be sure AMD would be bliaring that from the rooftops. They purposefully targeted the RTX 4080 because they internally know they can compete at that performance level. 

CraptacularOne
 
That's wishful thinking. I doubt AMD is going to be within striking distance of the RTX 4090. If they were that close you can be sure AMD would be bliaring that from the rooftops. They purposefully targeted the RTX 4080 because they internally know they can compete at that performance level. 

We'll all see soon enough when the benchmarks come out. I may even find a 4090 for $1599 by then (now THAT is wishful thinking).

CraptacularOne
I don't think Nvidia is holding back RTX 4090s. It makes literally no sense for them to do so, they've been able to sell them almost as fast as they can make them. This is no benefit to flooding the market for them and possibly drive down cost. They are still regularly coming in and regularly selling out in a few minutes on sites like Newegg or Amazon. There were 4090s in stock just yesterday.
 
Just look at the history here:
https://www.nowinstock.net/computers/videocards/nvidia/rtx4090/full_history.php
 
The 7900 series isn't the competitor to the 4090 anyway so it would make even less sense to flood the market if that's what your tin foil hat thinks. The reality is that a buyer at $900-$1000 isn't really a buyer at $1600 and up. That's quite a jump in cost, people that want a 4090 want a 4090, not a 7900XT or XTX. They aren't in competition.

i think the thing here is that the 4090 should be $800 card and they will drag out artificial supply constraints until the moment before they can't anymore

redteamgo
 i think the thing here is that the 4090 should be $800 card 

People get real with wishful thinking.
See bellow how wafer prices go up as nodes shrink.

The future for the three foundries is exciting and frightening at the same time. It also could be quite a profitable future as DigiTimes reports that TSMC plans on charging more than $20,000 for 3nm wafers. When the foundry moved from 7nm to 5nm, wafer pricing rose 60% from $10,000/wafer to $16,000/wafer. The higher wafer prices will lead manufacturers, paying more for the chips that they need for their products to work, hiking prices that consumers pay for devices.

redteamgo
 
nah.  evga's pricing woes is not a reflection of NVIDIA's margins or cost to produce.  just because AIB's have no leverage doesn't mean NVIDIA isn't making money hand over fist.  NVIDIA has actually grown margins and revenue simultaneously from their 2022 financials.  the wishful thinking lies in pretending that NVIDIA isnt gouging 

Ammpere is 7nm and Ada 4nm.
Think!

NVIDIA's profit margin is typically over 60%. For higher-end products, the profit margin typically increases. It's not surprising to think that the 4090 profit margin is 70 or 80% for NVIDIA.

Wafer cost is not a big thing in the grand scheme of things.

NVIDIA was squeezing the profit away from AIBs, but it's doing just fine.

NVIDIA told us that they would artificially limit supply in order to maintain higher prices.

ty_ger07
NVIDIA's profit margin is typically over 60%. For higher-end products, the profit margin typically increases. It's not surprising to think that the 4090 profit margin is 70 or 80% for NVIDIA.

LOL, that profit margin is beyond science fiction.

TrekCZ
Nvidia net margin is not 60%, it is 20% and less as other companies. There is official discount 5% of 4000 cards in Europe, Nvidia can afford that, but not partners. If card will have to be cheaper due to AMD, partners will be at loss. Again and again this proves Evga prediction and decision.

Europe VAT = 20% is hard to bear for any product.


Last year EVGA peaked revenue to 87 million and had 280+ employees.
Let's wait to see the numbers for this year.
 
Smart and successful AIB CEO must calculate (based on previous years) number of products that will be sold before Nvidia eventually lower the prices.
Now how 4090 can be loss for any AIB when demand is significantly higher than supply.
Again and again, was proved that poor decision can bring to the knees once top brand company.

dragomirc
Ammpere is 7nm and Ada 4nm.
Think!

 
Ampere is Samsung 8nm and ADA is 5nm TSMC with a 4nm marketing sticker nomenclature...
 

It’s true. Nvidias gross margin blend is about 60%. Top end products have the highest margin almost universally. Pull their financials from the SEC Edgar database if you want to self validate. Make sure to read the parts about how their bulk sales to crypto miners cost them. You want to buy it? Buy it but have no illusions. $5.5m fine for billions in revenue.

https://www.sec.gov/news/press-release/2022-79

sorry let me use their words:  investors were misled by material omissions which were definitely not bulk sales to crypto and definitely not causing significant distortion in gaming segment pricing

Darn Newegg got the available button stuck on for the MSI Suprim Liquid like for 3+ hours this afternoon , yes this was only a glitch....

NVIDIA confirmed the stock rumor themselves. This was a week ago as reported by WCCFTECH:
 

Colette Kress, NVIDIA's Chief Financial Officer, stated that they have been under-shipping GPUs in the gaming segment for some time. This was revealed during the Credit Suisse 26th Annual Tech conference.

 
Dr Ian Cutress did a die-cost analysis on Zen 4, and if you take the data from that video it's easy to estimate die level Ada Lovelace costs on TSMC 4N. If we assume the same 0.07 defect density of N5 & same price per wafer then AD102 costs $255 per die. Even if we assume rumored 3N pricing of $20k per wafer (which seems unrealistic for 4N) it's around $300 per die unless TSMC has 4N yield problems nobody knows about. So that's a pretty easy ballpark of under $300 per die for a 4090, which itself is a harvested die with stuff disabled.