[josmala]

4080 12GB did its task. It send the gamers a message that do not wait for cheaper 40 series cards go by 30 series now. Now the best thing Nvidia can do is wait until navi 3 has launched and release 4070 ti with same specs but decide price point based on what AMD has set to their cards.

[nomel]

> It send the gamers a message that do not wait for cheaper 40 series cards go by 30 series now

Jensen mentioned this with the Q2 earning statements [1][2], that pricing would be set to sell old (30 series) inventory:

> And so our first strategy is to reduce sell-in in the next couple of quarters to correct channel inventory. We've also instituted programs to price-position our current products to prepare for next-generation products.

> ... we've implemented programs with our partners to price-position the products in the channel in preparation for our next generation.

1. See JayzTwoCents video about this: https://www.youtube.com/watch?v=15FX4pez1dw

2. Q2 Transcript: https://www.fool.com/earnings/call-transcripts/2022/08/24/nv...

[sliken]

Indeed, apparently Nvidia misjudged the GPU forecast and the crash of crypto mining on GPUs and ended up with a ton of stock. Apparently AMD was more accurate, so here's hoping AMD beats Nvidia to the punch at the $300, $400, and $600 price points.