Friday, November 22nd 2024
NVIDIA Warns: GeForce RTX 40-Series GPUs Could be in Shortage in Q4
During NVIDIA's recent Q3 earnings call, CFO Colette Kress cautioned about potential GPU supply constraints in the fourth quarter despite strong gaming sector performance. The gaming division posted impressive results, with $3.2 billion in revenue, representing a 15% increase from the previous year. However, Kress indicated that fourth-quarter gaming revenue might see a decline due to supply limitations, though she reassured that supply should stabilize in early 2025. The company is scaling back RTX 40-series production as it prepares for the anticipated launch of its next-generation Blackwell architecture, which is expected to debut at CES 2025. The RTX 50-series GPU lineup, particularly the flagship RTX 5090 and RTX 5080 models, is rumored to be unveiled during the January event.
"Gaming, although sell-through was strong in Q3, we expect fourth-quarter revenue to decline sequentially due to supply constraints." For consumers, this could mean limited availability and higher prices for gaming GPUs during the holiday shopping season. The shortage is expected to primarily affect RTX 40-series cards, with a particular impact on laptop GPU availability. However, NVIDIA plans to continue producing select RTX 40 mobile chips alongside the upcoming RTX 50 series, suggesting a slow transition between generations. The holiday season is upon us, so this shortage of current-gen models could cost the company some additional customers, as the customer spending usually holds until holidays and holiday discounts.
Source:
Tom's Hardware
"Gaming, although sell-through was strong in Q3, we expect fourth-quarter revenue to decline sequentially due to supply constraints." For consumers, this could mean limited availability and higher prices for gaming GPUs during the holiday shopping season. The shortage is expected to primarily affect RTX 40-series cards, with a particular impact on laptop GPU availability. However, NVIDIA plans to continue producing select RTX 40 mobile chips alongside the upcoming RTX 50 series, suggesting a slow transition between generations. The holiday season is upon us, so this shortage of current-gen models could cost the company some additional customers, as the customer spending usually holds until holidays and holiday discounts.
79 Comments on NVIDIA Warns: GeForce RTX 40-Series GPUs Could be in Shortage in Q4
This.
More money for resellers and higher prices for consumers, I guess.
constant crashes. as much as Id like to support amd with gpu, they absolutely suck with video editing in resolve. I just got a 1070 to hold me off till I get a 3090 but as soon as I took the amd out, no crashes.
if they could get that to work and compete with nvidia, I would have been all in yesterday but the argument that theyre good for the money isnt correct. you need to buy a much higher card then nvidia to be competitive, and driver support with leather boy nvidia is better, nothing to argue about.
they go toe to toe with intel but cant put some effort with gpu? its pitiful and sad. and now they even say theyre not even going to compete for the high end market
alot of people would move over to amd if they did. and id pay more just as long as I dont have to pay that leather boy. even now waiting for BF sale fo 5950x or 5900xt to upgrade 5600x
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the only ones to blame for high prices is people buying them. boycott nvidia and watch prices come down. its simple. its why I buy used cards at 35% the original price.
and for video editing, they hardly make a dent on benchmarks and you can check for yourself on pugets site. they arent stingy on ram like nvidia, but in resolve, amd are just horrible. even an old 2080ti smokes many 7000 cards with resolve.
but deflecting and playing the "I dont know what youre talking about" is not a good look.
I love amd and will always buy their cpu but gpu, when they decide to compete with comparable nvidia for video editing, well talk again. and btw, even used they sell for more then gpu that are higher ranking then them. lmfao. maybe theyll wake up with 8000 cards. altough when I read the executive saying they wont compete for flagship cards, it said they have given up. they are always in nvidias shadow. and im certain the reason isnt because they cant. if they can smoke intel on cpu, theres other reason at play why they dont go for nvidias crown. I wish theyd wake up.
reminds me of years back when sigma (Im a photographer) sold lenses that were always chasing oem shadows. you paid less and got less. thats not impressive. today they have their ART lenses, and I ONLY use art lenses. you pay less and get far more. I no longer buy any nikon lenses. they have surpassed nikon. they stopped following and started leading.
thats what amd gpu need to do. stop being in nvidias shadows. why for so many years they have such a small market share? hmmmm
I dont like nvidia, at all. especially with how they treated evga, but really, theres no choice. maybe they can do the ryzen revelotion with gpu.
And you sound very defensive about moving away from AMD to Nvidia. Why?
here www.pugetsystems.com/labs/articles/davinci-resolve-studio-18-6-gpu-performance-analysis/
6900 is the only card that makes a dent but anything lower does nothing. and 6900xt used cards are FAR higher then a used 3090. and gpu driver support is longer with nvidia. I downloaded the latest driver for the 1070 for w10 build 1709, installed. with amd, I had a niightmare downloading endless versions trying to get something to run. its good amd get scolded. like with their FX lineup (I have the 8320fx) telling them to wake up.
im waiting for a good price for the 5950x or 5900xt. hopefully within a week. but for gpu for video editing, I wish theyd wake up and go for nvidias throat just like how hard theyre going after intel. but no way in hjek id go with amd for video editing.
the thing is people will say wow, amazing, what a comeback for cpu, but for gpu people will still say "oh, amd..? yea, I prefer nvidia"
and reading toms interview with amd executive saying theyre not competing with flagship level with 8000 series. going down.
there was a black magic guide (and im certain its the same with premiere) on yt where the BM guy basically says, right now focus only on nvidia cards. they had years to push harder.
its an illusion to say you get more for less money with amd. its a lie. youre not. to get more you need to pay more. 4700 ti S vs 7900xtx. xtx costs a bit more and performs a bit less. not impressed. and used, amd gpu are FAR higher then nvidia
not a defense, im happy to buy nvidia. when (if) theyll wake up, ill be happy to buy amd.
Yes you would. And Compute has been that for well before the AI or even crypto craze.
Stop sticking with one company. Neither cares about you. Buy the best product you can afford.
See this point
in the tom article the amd executive noted theyre pushing for better RT and productivity. maybe this is ryzens push. I hope so. I want to see them going for nvidias throat. cause intel is also coming up slowly. we can try to dissmiss them now but they arent just going to fall over.
like with fx chips people scolded them, maybe its finally time for amd to lead instead of just follow. id pay the amd premium over nvidia premium if theyd bring the goods.