Error8:

NVIDIA has the lowest yields ever with this power hungry new generation and yet again Jensen blames everyone else for buying to many cards. This guy is in denial..

Yep. I wrote several times since the start of the year when Ampere rumoured die sizes were known. The dies are TOO BIG for anything less than 14nm. Let alone a rebranded 10nm process which always had yield issues. And people forget the Samsung 8nm was supposed to work with EUV to mask defects. (as it does on other products using Samsung 8nm). However due to the die size cannot use EUV so Samsung even named the process 8N Nvidia because of it. (not having EUV). To put in perspective,AMD would also have supply issues on anything bigger than 460mm2. Already cutting 2 CUs from the X series APU to improve yields and costs at 360mm2. Even if TSMC has only 0.09 defect rate at N7 and N7P, 360.45mm2 is too big with less than 73% yield per wafer. (hence the 2 CU cut off) Something big like the rumoured 6900XT been 504mm2, yield is less than 62%. To put in perspective 62% yield is almost twice as expensive than 73% yield PER DIE. (62% has ~65 good dies, 73% has ~108 good dies and each wafer costs around $9346 on TSMC 7nm). Zen 2 by comparison has 93.5% yield or 749 chiplets per wafer. (money printing) Some argue "Nvidia does the Quadro at TSMC 7nm" sure yes, but thats a card costing 5 times more. So having 17% yield doesn't matter. Is not mass produced cheap GPU for the masses. Except of some believe than $3000+ for a RTX3080 can be justified.

SeriousSkeletor:

Imagine how ridiculous amount of money Nvidia would earn if it meet the demand. I'm 100% sure Jensen is not happy the production is slow.

Just look the 3 last year at the same time, and the result (take in consideration the investement) it is marvelous for them. Also he meet the possible demand (the prod is at max), and the hype make already the price goe up (already above 2000 Euro for 3090, and over 1000 Euro for a 3080 (thx D. Trump)). total benefit.

It's more than a month now since 3000 series were announced, yet in my local shops, there is 0 stocks - actually, the cards don't even have a price shown. This is getting ridicolous. I really hope that AMD will have something decent AND they'll have actual stocks.

ITGuru:

Should have grabbed a 2080 TI, i saw fools selling these cards for 500 dollars thinking that they can use their money to get 3080, surprise surprise no stock, now they are stuck with no card, i think people have kinda woken up to it and now good luck trying to find a 2080 TI for less than 700-800 dollars....ironically which is what you would pay for a 3080 (if there was stock).

I consider myself lucky that I got €650 for my card considering how the prices fell like a rock when the 3080 was announced. And even more lucky that I got a 3080 one week after launch.

Another /facepalm from LJJ ? That's what....5 this year already?

Yields are so great that stores are getting 2 at a time and no one aside from scalper bots (and those retarded enough to buy from scalpers) have one. Thanks for giving the word "great" a new meaning, Jensen. Let your leather jacket do the talking from now on. To be clear I'm talking about stores that get them at all... so mostly in the US. I haven't seen a single one in stock in Canada. Good thing I'm waiting for a card that doesn't attempt to charge me for 10TB of RAM only to deliver 10GB.

I said this a few days ago, the demand is there. The problem is the bots that bought up all the supply the second they were released.

jbscotchman:

I said this a few days ago, the demand is there. The problem is the bots that bought up all the supply the second they were released.

Supply was crap you cant deny that.

Undying:

Supply was crap you cant deny that.

That too. But the same thing happened with the PS5 and XSEX pre orders also.

jbscotchman:

That too. But the same thing happened with the PS5 and XSEX pre orders also.

It is well known that Sony performs inventory control for the Playstation. They don't deny it, nor do they say things like "We the creators of a console that sold hundreds of millions didn't expect that our new console would be in such a high demand".

tty8k:

It was all a rushed launch to raise shares value for the ARM acquisition (half paid in shares). In reality this was not supposed to be in full production till end of the year. my 2 cents

Yeah, seems people forget how things work in real world. Imho Nvidia atm is the biggest bubble to burst at the stockmarket as is helped a lot by speculation on the Arm deal and RTX3000 over the past 6 months. The doubling of the share value in that period is unjustified given it's accounts and only propped by the potential ARM deal. If that goes south, and looks likely, it will be crashing down losing everything gained the last 6 months and more. Seems people forget the ARM deal still requires the approval of USA, China, UK and the European Union while China openly opposes the deal as we speak and doubt will ever agree to bend the knee EVER. In UK is political hot potato for the governing party with everyone and his dog, including the ARM founder pressing to stop the deal. While Germany, which controls the EU, sees the deal negatively if things escalate between Germany and USA due to NS2. And ofc there is pressure by German companies to stop the deal as many German tech giants are China owned, like Bosch and are affected by the Executive Order 13936

AntiSnipe:

I'd be very surprised if it is not. "Unprecedented high demand" my buttocks.

Why would they stage a shortage though? To make the cards more desirable? I don't think they have a problem with that. They also wouldn't reap the benefits like the scalpers do since I assume Nvidia is charging the same price to everyone for the chipset. Nvidia will want to sell as many as possible if they want to make the most profit. I think they just don't have the inventory. Have to consider that a lot of people skipped the 2000 series because it wasn't what they hoped for and the prices were very high to start. There's a boat load of people with 1080Ti's that have been anxiously awaiting Ampere. I would think that is accounting for a lot of the demand.

When you can only ship two dozen GPUs, yes, it's always a fair statement to say "demand outstrips supply". Notice his remarks are free of any "confusing" concrete numbers of any kind. Anytime demand outstrips supply you have a supply problem. nVidia is just trying to put lipstick on the pig, more or less...;)

ITGuru:

So it will run 20%-25% slower than a 2080 TI, the end of the World..... This may have a lot more to do with US elections, possible stock markets and inveitable dollar dive if the Democrats win, this may or may not stabilize in the near future...we're entering unknown territory here. The whole situation in US and the dollar is very...how can i put it...."delicate". I believe that is the real reason for the "shortages".

Something about that "PetroDollar" and how its "power" came to be. Check into storm clouds gathering on the Tube and the video he's got up about WWIII... Not to far off from his predictions honestly. And considering where the U S of A came from and its powers that be is a serious sickening reality...

Something just doesnt add up. I dont think Nvidia is in a position to make misleading statements due to legal repercussions. JHH said that supply is there but unable to keep up due to unprecedented demand. Also said "we're going to have a really really big Q4 season." If false or misleading, that is clear-cut grounds for shareholders to sue Nvidia. He can mislead on GPU performance, but not mislead investors on issues like supply/demand. If too little supply and Nvidia does poorly in 4th quarter, this can have their ass in court. https://www.abajournal.com/news/article/misleading_corporate_statements_of_opinion_can_be_basis_for_investor_suits http://www.securitieslawfirms.com/fiduciary-responsibility/misrepresentation.htm

I see the demand for the 3070 being higher than the demand for 3090 & 3080 I would think with it being more affordable, so this is gonna suck. I hope AMD's Big Navi is a hit. Or maybe I'll get lucky and Cyberpunk will run good at 1080p on my 980ti, but not counting on it.

Meh...so basically he just told every scalper to maximize their effort for another quarter.

Zenoth:

It'll be the same for the 3070 and probably the 3060 as well. I hope this will reduce demand for the AMD cards because that portion of early 3080 / 3070 adopters probably won't try to buy one from AMD. Just crossing my fingers.

Oops, didn't see your post ..

"this is not so much due to problems with supply, but more to the high demand.".....yeah they have a problem then, well if there is a Amd card that beats a 2080/3070 then i might just have an all AMD system by Christmas.

alanm:

Something just doesnt add up. I dont think Nvidia is in a position to make misleading statements due to legal repercussions. JHH said that supply is there but unable to keep up due to unprecedented demand. Also said "we're going to have a really really big Q4 season." If false or misleading, that is clear-cut grounds for shareholders to sue Nvidia. He can mislead on GPU performance, but not mislead investors on issues like supply/demand. If too little supply and Nvidia does poorly in 4th quarter, this can have their ass in court. https://www.abajournal.com/news/article/misleading_corporate_statements_of_opinion_can_be_basis_for_investor_suits http://www.securitieslawfirms.com/fiduciary-responsibility/misrepresentation.htm

The "high demand" keeps the share price high to pay for the ARM deal, assuming US, EU, UK and China all agree to go through. If he said there is supply issue, the share going to collapse and the ARM deal is no go because more than half will be paid in shares who are twice the real value atm. (aka NV is a stock bubble)