[atq2119]

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.

[YetAnotherNick]

But the datacenter GPUs are sold out too even at ~90% profit margin. I heard somewhere lead time is in years.