2024/11/23 09:58:00
rjohnson11
https://www.techpowerup.com/329125/nvidia-warns-geforce-rtx-40-series-gpus-could-be-in-shortage-in-q4
 
During NVIDIA's recent Q3 earnings call, CFO Colette Kress cautioned about potential GPU supply constraints in the fourth quarter despite strong gaming sector performance. The gaming division posted impressive results, with $3.2 billion in revenue, representing a 15% increase from the previous year. However, Kress indicated that fourth-quarter gaming revenue might see a decline due to supply limitations, though she reassured that supply should stabilize in early 2025. The company is scaling back RTX 40-series production as it prepares for the anticipated launch of its next-generation Blackwell architecture, which is expected to debut at CES 2025. The RTX 50-series GPU lineup, particularly the flagship RTX 5090 and RTX 5080 models, is rumored to be unveiled during the January event.

"Gaming, although sell-through was strong in Q3, we expect fourth-quarter revenue to decline sequentially due to supply constraints." For consumers, this could mean limited availability and higher prices for gaming GPUs during the holiday shopping season. The shortage is expected to primarily affect RTX 40-series cards, with a particular impact on laptop GPU availability. However, NVIDIA plans to continue producing select RTX 40 mobile chips alongside the upcoming RTX 50 series, suggesting a slow transition between generations. The holiday season is upon us, so this shortage of current-gen models could cost the company some additional customers, as the customer spending usually holds until holidays and holiday discounts.
 
Since next gen GPUs are coming it makes sense there might be a temporary shortage of the previous gen GPUs. 
2024/11/23 11:03:55
Cool GTX
What a clickbait title ..... the context is a warning to the stock market to expect lower 40 series sales in the 4th qtr ....
 
 
RTX4090 has been hard to find for the last 2 - 3 qtrs & the rest of the over priced 40 series are sitting in inventory, because there is limited demand.
 
Hurry up & buy our old series before we launch the next series
 
Laptop Mfg .... they already have inventory or open orders ...... what a bunch of
 
Face it folks AI demand is where Nvidia makes most of their money & supply for 50 series will be tight to protect margins .... because Nvidia can't make AI hardware fast enough
 
At least Nvidia stock is doing well
2024/12/01 09:20:25
donta1979
yup its already started go look at the prices of some of them. Out with the old in production and in with the new.
2024/12/01 14:27:45
tattude69
Just Bought a used Evga 3080ti to avoid the Nvidia tax on 40 series sorry ray tracing is not what makes great games

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