Denial:

I'm not sure why you think this is the case. Even if you ignore the fact that Nvidia had record revenue Q1 - every semiconductor company is in the same boat. They are all having trouble with supply right now and it's affecting multiple industries, so why would it solely make Nvidia irrelevant? Further there is no indication that Nvidia is having trouble supplying datacenter at all - which was entirely what this keynote was about. That being said, Nvidia did have record revenue Q1 -- because despite the narrative here, Nvidia is selling a ton of GPUs. As I wrote in the other thread, the 3070 is currently outpacing sales of the 1060 in the same timeframe based on Steam Hardware Survey. (1.5M 3070's sold in six months vs 1M 1060's in it's first six months). Even if your argument is that "Steam Hardware Survey can't be trusted" - it directly correlates with Nvidia's Q1 reporting and both sources are a lot better than "I feel like supply is bad" which is basically what most people say here.

Purely speaking from a gaming context. When the bulk of NVs 3000 series production goes to miners and gamers cant get theirs. Where in the Steam survey does it state 1.5m sold? I can believe the bulk of them went to miners but not to gamers. Are you extrapolating the 1.2 or 1.5% in the survey as 1.5m cards bought by gamers? I know multiple industries are suffering from chip shortages, but that didnt change Nvidias direction of allowing most of their production going to miners. I dont even look at GPU reviews anymore, What relevance are they to me and the millions of gamers who want one at this point in time? None. If chip shortages are resolved and Nvidia continues to prioritize miners (because they buy in bulk at higher cost and are basically easy profit), that may not solve the problem. Those 1.5 million 3070s sold had nothing to do with "chip shortages".

alanm:

Purely speaking from a gaming context. When the bulk of NVs 3000 series production goes to miners and gamers cant get theirs. Where in the Steam survey does it state 1.5m sold? I can believe the bulk of them went to miners but not to gamers. Are you extrapolating the 1.2 or 1.5% in the survey as 1.5m cards bought by gamers? I know multiple industries are suffering from chip shortages, but that didnt change Nvidias direction of allowing most of their production going to miners. I dont even look at GPU reviews anymore, What relevance are they to me and the millions of gamers who want one at this point in time? None. If chip shortages are resolved and Nvidia continues to prioritize miners (because they buy in bulk at higher cost and are basically easy profit), that may not solve the problem. Those 1.5 million 3070s sold had nothing to do with "chip shortages".

Yeah - steam hardware survey presents their numbers as a percentage of total active users for a given month - at the end of 2020 they had 120m active users - which has probably increased since then but let's just say it's 120m still and 3070's represent 1.29% of that number - so roughly ~1.5m units. Even if you disagree with the amount sold in terms of total units, you can compare the % itself it other cards from other generations. 1070 for example had 1.59% in November 2016 (https://web.archive.org/web/20161225143926/http://store.steampowered.com/hwsurvey/videocard/) - six months after it launched. 3070 has 1.29% six months after launch. So even if steam active users didn't double in the same time, it's not that far behind percentage wise to a card that launched $120 cheaper.. but the number of steam users actually doubled since 2016 from 60m->120m. Further Nvidia itself said only ~$300m of it's $5B revenue represented sales to miners. They don't really have an accurate way of tracking this, hence CMP cards and multiple lawsuits requiring them to come up with ways to track it.. but I'd imagine Nvidia's numbers are more accurate than random people's gut feeling. Anecdotally, I know more people with 3xxx series cards than I ever knew with 2xxx series cards.. like in my Discord group only one guy bought a 2080Ti -- the rest of us stayed on Pascal. Now all six of us are on Ampere and all 3080s - granted we setup a bot to buy two of them and I got mine through EVGA's queue system. So idk, clearly some percentage of cards is going to miners but I think people aren't taking into account the massive boom of PC users in the last year or so. I would also point out that there is some overlap of miners and gamers - like out of those six people three of us mine on our 3080's (including me) when I'm not home. So idk how you'd count someone like me who does both.

on a serious note,if a miner is willing to pay three times as much as a home pc owner for a card it'd be silly not to raise msrp and sell them to miners in bulk i'm not upset with nvidia doing that,not in the slightest.they're selling money printing machines and from that standpoint i'm surprised they're not even more expensive to buy. it's the nerve to deny that cryptocurrency is taking up 99% of gpu sales.

Denial:

Anecdotally, I know more people with 3xxx series cards than I ever knew with 2xxx series cards.. like in my Discord group only one guy bought a 2080Ti -- the rest of us stayed on Pascal. Now all six of us are on Ampere and all 3080s - granted we setup a bot to buy two of them and I got mine through EVGA's queue system. So idk, clearly some percentage of cards is going to miners but I think people aren't taking into account the massive boom of PC users in the last year or so. I would also point out that there is some overlap of miners and gamers - like out of those six people three of us mine on our 3080's (including me) when I'm not home. So idk how you'd count someone like me who does both.

Pretty sure I would have had a 3080 if I acted quick. Usually I wait a few weeks until the cards are in circulation to give me a good idea of the better cards or of any production flaws (as we saw early in 2080ti production with space invaders). But none of us had any idea the shortages would get worse over time.

Denial:

Yeah - steam hardware survey presents their numbers as a percentage of total active users for a given month - at the end of 2020 they had 120m active users - which has probably increased since then but let's just say it's 120m still and 3070's represent 1.29% of that number - so roughly ~1.5m units. Even if you disagree with the amount sold in terms of total units, you can compare the % itself it other cards from other generations. 1070 for example had 1.59% in November 2016 (https://web.archive.org/web/20161225143926/http://store.steampowered.com/hwsurvey/videocard/) - six months after it launched. 3070 has 1.29% six months after launch. So even if steam active users didn't double in the same time, it's not that far behind percentage wise to a card that launched $120 cheaper.. but the number of steam users actually doubled since 2016 from 60m->120m. Further Nvidia itself said only ~$300m of it's $5B revenue represented sales to miners. They don't really have an accurate way of tracking this, hence CMP cards and multiple lawsuits requiring them to come up with ways to track it.. but I'd imagine Nvidia's numbers are more accurate than random people's gut feeling. Anecdotally, I know more people with 3xxx series cards than I ever knew with 2xxx series cards.. like in my Discord group only one guy bought a 2080Ti -- the rest of us stayed on Pascal. Now all six of us are on Ampere and all 3080s - granted we setup a bot to buy two of them and I got mine through EVGA's queue system. So idk, clearly some percentage of cards is going to miners but I think people aren't taking into account the massive boom of PC users in the last year or so. I would also point out that there is some overlap of miners and gamers - like out of those six people three of us mine on our 3080's (including me) when I'm not home. So idk how you'd count someone like me who does both.

I'm seeing the same in my discord groups, and this is the only case where steam survey is actually valid to cite user uptake.

cucaulay malkin:

on a serious note,if a miner is willing to pay three times as much as a home pc owner for a card it'd be silly not to raise msrp and sell them to miners in bulk i'm not upset with nvidia doing that,not in the slightest.they're selling money printing machines and from that standpoint i'm surprised they're not even more expensive to buy. it's the nerve to deny that cryptocurrency is taking up 99% of gpu sales.

Miners won't pay 3 times more than MSRP price because of ROI(Return of Investment) Currently is literally wrong time purchasing GPU unless you can buy it at MSRP or directly from Nvidia, I still think best prices you can get are from Nvidia or AMD or EVGA directly like getting them through the normal e-shop Hope this helps Thanks, Jura

Its getting hard to keep up with all Nvidia's chips lately. It used to be so simple: ONE architecture and few chips:GX100,104,106,107,108 DONE!! They're saying all these new chips are one arch, I think Ampere but dont quote me on this. Investors like to hear its just one arch. This is just data center chips: https://abload.de/img/jnvdawkej2u.png

Noisiv:

They're saying all these new chips are one arch, I think Ampere but dont quote me on this.

I mean they all implement GPU technologies but Bluefield for example only has Ampere Tensors on the 2X-AI model - Bluefield-2 and Bluefield-3 don't have on board AI capabilities (They don't Ampere's architecture at all) although maybe 3 will get some kind of AI variant when it launches. Grace is like a server SoC that uses Nvidia's next generation GPU architecture - so presumably whatever Ampere Next will be called. I think maybe there is confusion about "Ampere Next" and "Ampere Next Next" being Ampere based but he was pretty clear that these are just place holder names for new architectures.

Denial:

I mean they all implement GPU technologies but Bluefield for example only has Ampere Tensors on the 2X-AI model - Bluefield-2 and Bluefield-3 don't have on board AI capabilities (They don't Ampere's architecture at all) although maybe 3 will get some kind of AI variant when it launches. Grace is like a server SoC that uses Nvidia's next generation GPU architecture - so presumably whatever Ampere Next will be called. I think maybe there is confusion about "Ampere Next" and "Ampere Next Next" being Ampere based but he was pretty clear that these are just place holder names for new architectures.

Yes but can we really talk about ONE arch? Then we have ARM and Mellanox. And it's only going to get more complicated. Its explosion of chips. Are they all class leading, are they all going to live? Ah ok... Bluefield is Mellanox

Noisiv:

Yes but can we really talk about ONE arch? Then we have ARM and Mellanox. And it's only going to get more complicated. Its explosion of chips. Are they all class leading, are they all going to live? Ah ok... Bluefield is Mellanox

I don't think they are all the "same architecture" - I think the point is that GPU technology from whatever architecture Nvidia is working on is going to trickle into the rest of the product stack and vice versa. Like I'm sure the ARM cores in Grace/Bluefield will be shared and likewise when Ampere Next gets built, whatever that ends up being, the tensors/and GPU from that will get pushed into Bluefield/Grace. Nvidia has a history of poorly labeled slides so I wouldn't look too much into it honestly lol