Nvidia Oversupply Leak: AIBs Demand Lovelace Delays! (+ Raptor Lake Update) In the latest video from Moore's Law is Dead, a shocking revelation regarding Nvidia's oversupply issues is discussed—a situation that may lead to delays in the release of the Lovelace GPUs. As the graphics card market continues to deal with the aftermath of a cryptocurrency crash, the implications for gamers and tech enthusiasts are significant.
Key Insights from the Video
Oversupply Crisis: The video starts with an account of a user purchasing an RTX 3090 for approximately $800 after previous flipper sales suggested a retail price nearing $2800. This staggering discount highlights the drastic fall in used GPU prices, partly driven by cryptocurrency miners offloading their cards.
Desperation Among AIBs: The presenter expresses concern over the alarming oversupply impacting Nvidia's add-in board partners (AIBs). Reports indicate that AIBs are struggling with unsold Ampere stock, leading them to sell at severe losses. One source mentioned losses of tens of thousands on high-end card stock, as AIBs fear they will not receive favorable allocations of the upcoming Lovelace GPUs.
Possible Production Changes: Due to the excess inventory, Nvidia reportedly sought production cuts from TSMC but received only delayed shipments. This has raised questions about whether the launch of the RTX 4000 series will be pushed back to November or December, as the anticipated demand wanes.
Market Conditions: Current market conditions depict a perfect storm—with a significant decrease in consumer willingness to overpay for GPUs amid rising inflation and economic uncertainty. This shifts the landscape for buyers, as prices for models like the RTX 3080 are beginning to normalize below $500.
Competition from AMD: As Nvidia faces these hurdles, AMD's upcoming RDNA 3 series is expected to launch on schedule and could potentially outperform Nvidia's offerings in terms of pricing and availability, further intensifying market competition.
Implications for Windows Users
For PC gamers and tech enthusiasts, the fallout from Nvidia's bottleneck presents both a challenge and an opportunity. Here are a few takeaways:
Timing Purchases: With used graphics cards expected to continue lowering in price, it may be wise for consumers to hold off on new purchases until the market stabilizes. This volatility suggests that waiting could yield better deals on both second-hand and new cards.
Upcoming Releases: Potential delays in Nvidia's Lovelace release mean that users may need to adjust their upgrade timelines, especially if aiming for budget-friendly options within a year.
AMD's Position: Gamers should also keep an eye on AMD’s RDNA 3 products, as they might offer compelling alternatives if Nvidia’s delays lead to a prolonged shortage of desirable GPUs. In conclusion, the Nvidia oversupply situation is a critical development for anyone in the PC gaming and hardware community. Keeping informed on the market changes can help make calculated decisions about hardware investments in the coming months. For more information, check out the full video on YouTube here.