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by ecshafer 462 days ago
NVidia doesn't make the chips, they just design them, so it is a flex. People are literally buying their cards faster than they can be produced. TSMC is building new fabs to make more nvidia chips faster.
2 comments

NVidia decide how they allocate their wafer starts at TSMC. Consumer chips have lower margin than datacenter parts, so they almost certainly allocated comparatively little volume to consumer chips.

On the one hand, this is a great situation to be in for Nvidia in terms of overall revenue.

On the other hand, this has allowed AMD to grab market share with the RX 9000 series launch, at least in the short term. So the narrow point that Geforce is sold out is decidedly not a flex.

But the datacenter GPUs are sold out too even at ~90% profit margin. I heard somewhere lead time is in years.
Literally the worst thing about Nvidia is the fact they don’t take the core product end to end serious enough.

The idea it’s hard to buy a standard Nvidia GPU in the consumer lineup is absurd.