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
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79 Comments on NVIDIA Warns: GeForce RTX 40-Series GPUs Could be in Shortage in Q4

#26
HeadRusch1
ThomasKNvidia warning: overpay for an already overpriced product.

Hence why I'm not buying anything from them anytime soon.
^^^^^

This.
Posted on Reply
#27
Redwoodz
nguyenWell let hope they switch production to rtx 5000 months in advance, so that stock at launch is great, no chance for scalpers to ruin the launch experience
With the AI market the way it currently is, do you really believe that?
Posted on Reply
#28
pavle
Waldorfso pls explain how msrp pricing is going to change, because they make less chips? so Nv will force shops to sell cards at more than sticker price?
right. guess i've missed that in the past 15y of buying gpus for me/builds.
Not MSRP, supply & demand principle.
Posted on Reply
#29
mama
Ho, Ho, Ho! It must be nearly Christmas. Isn't it amazing that it's news that a company which makes a product warns people of an impending shortage of said product. Maybe people should buy the product immediately they say to avert the possibly fictional, possibly contrived impending shortage. Ahhh, Nvidia - you've done it again!
Posted on Reply
#30
nguyen
RedwoodzWith the AI market the way it currently is, do you really believe that?
They seems to sell gaming GPUs just fine for the past year
Posted on Reply
#31
Upgrayedd
I see a lot of yapping and not a lot of competition.
Posted on Reply
#32
mb194dc
So Nvidia want to clear out the inventory before new chips launch, got it.
Posted on Reply
#34
Tahagomizer
With all the money they earn on AI nonsense and cards for playing games not being even a glitter in their eye, you'd be forgiven for thinking they'd be over playing artificial scarcity games on the consumer market. Far from it, whenever there is a penny to be made, you can be sure there is no level of indignity a corporation will not reach in order to make that penny.
More money for resellers and higher prices for consumers, I guess.
Posted on Reply
#35
inquisitor1
TechBuyingHavocMeanwhile, a 7700XT is available for $360, an excellent 1440p card. The same price tier as its predecessor, the 6700XT, also an excellent 1440p card.
I only have had amd cpu/mobo for the last 12 years, but got an rx590 in a used intel pc I bought and drivers are hell with it. cmy first amd card and now I understand what the complaints are about.

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.
Posted on Reply
#36
TechBuyingHavoc
inquisitor1I only have had amd cpu/mobo for the last 12 years, but got an rx590 in a used intel pc I bought and drivers are hell with it. cmy first amd card and now I understand what the complaints are about.

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.
I always have to check myself for drugs when I see complaints about AMD GPU driver problems because while they certainly exist, I have never experienced them (or known anyone personally who has experienced them) over multiple decades. Which makes me wonder if I am doing something right and everyone else doing something wrong or if I am just extraordinarily lucky and living in a bug-free world.
Posted on Reply
#37
bug
TahagomizerWith all the money they earn on AI nonsense and cards for playing games not being even a glitter in their eye, you'd be forgiven for thinking they'd be over playing artificial scarcity games on the consumer market. Far from it, whenever there is a penny to be made, you can be sure there is no level of indignity a corporation will not reach in order to make that penny.
More money for resellers and higher prices for consumers, I guess.
It's not artificial scarcity, it's real scarcity. HPC commands higher profit margins, they kinda have to cater to that market first. Plus, this has always happened before the launch of a new generation (dwindling supply, to help vendors clear inventory). What's new is the official acknowledgement and the expectation to sell what's left for more $$$.
Posted on Reply
#38
inquisitor1
TechBuyingHavocI always have to check myself for drugs when I see complaints about AMD GPU driver problems because while they certainly exist, I have never experienced them (or known anyone personally who has experienced them) over multiple decades. Which makes me wonder if I am doing something right and everyone else doing something wrong or if I am just extraordinarily lucky and living in a bug-free world.
btw, installed rx590 on 2 different win10 pc. both locked up in games using newest drivers. just got a 1070 now. installed it in the same pc and smooth as silk. put the rx590 in a w7 pc, runs very well (2 weeks so far but I havent played a game yet) and I did not want to buy nvidia, but after researching im glad I wasnt impulsive to buy amd

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.
Posted on Reply
#39
TechBuyingHavoc
inquisitor1btw, installed rx590 on 2 different win10 pc. both locked up in games using newest drivers. just got a 1070 now. installed it in the same pc and smooth as silk. put the rx590 in a w7 pc, runs very well (2 weeks so far but I havent played a game yet) and I did not want to buy nvidia, but after researching im glad I wasnt impulsive to buy amd

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.
Buddy, I am not deflecting, I am just telling my experience just like you are. Sorry that you had a bad experience with AMD. You want me to lie to you just to make you feel better? I can do that. :roll:

And you sound very defensive about moving away from AMD to Nvidia. Why?
Posted on Reply
#40
inquisitor1
TechBuyingHavocBuddy, I am not deflecting, I am just telling my experience just like you are. Sorry that you had a bad experience with AMD. You want me to lie to you just to make you feel better? I can do that.

And you sound very defensive about moving away from AMD to Nvidia. Why?
not defensive, im pissed with amd's gpu effort. id like to support them fully, but for years they do nothing to show they want to lead. they only follow. why with cpu but not with gpu. im certain theres so hidden issue. its not that they cant but wont. otherwise I didnt understand what you mean. youre saying no issues with drivers, I have issues. but lets leave that alone. amd drivers are amazing. im saying for video editing, they dont make a dent

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.
Posted on Reply
#41
chrcoluk
inquisitor1not defensive, im pissed with amd's gpu effort. id like to support them fully, but for years they do nothing to show they want to lead. they only follow. why with cpu but not with gpu. im certain theres so hidden issue. its not that they cant but wont. otherwise I didnt understand what you mean. youre saying no issues with drivers, I have issues. but lets leave that alone. amd drivers are amazing. im saying for video editing, they dont make a dent

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.
On his instability issues I think he should have asked for a second sample, dud's do happen, and also tried in a different PC, as what he reported I wouldnt expect to be a widespread problem.
Posted on Reply
#42
eidairaman1
The Exiled Airman
mb194dcSo Nvidia want to clear out the inventory before new chips launch, got it.
Without slashing prices
chrcolukOn his instability issues I think he should have asked for a second sample, dud's do happen, and also tried in a different PC, as what he reported I wouldnt expect to be a widespread problem.
Considering the rest are playing games and having fun with their Radeons
TechBuyingHavocBuddy, I am not deflecting, I am just telling my experience just like you are. Sorry that you had a bad experience with AMD. You want me to lie to you just to make you feel better? I can do that. :roll:

And you sound very defensive about moving away from AMD to Nvidia. Why?
Not worth the time to argue with ignorance
TechBuyingHavocI always have to check myself for drugs when I see complaints about AMD GPU driver problems because while they certainly exist, I have never experienced them (or known anyone personally who has experienced them) over multiple decades. Which makes me wonder if I am doing something right and everyone else doing something wrong or if I am just extraordinarily lucky and living in a bug-free world.
Only had 1 issue in 2016 and it was fixed, had nothing to do with gaming, it was a minor bug with bootup sequence of a service. Had issue in 2002, it was fixed when I changed motherboards and walked away from intel and switched to AMD. Had no problem with any ATi suddenly dying or being DOA either. Had 2 nv cards die suddenly with in 3 years and had nothing to do with the other parts of system.
Posted on Reply
#43
R-T-B
WastelandIt's easy to say that last bit, but no sensible business would turn its back outright on a $3 billion revenue stream, nor on a market over which it has near-monopoly control.
When you have another near-monopoly that sells for more and uses the same resources?

Yes you would. And Compute has been that for well before the AI or even crypto craze.
Posted on Reply
#44
Baba
TSM is at full capacity. Nvidia makes way more on AI products. You're lucky they even make any GPUs for gamers at this point. AMD's revenue from GPUs was 7% of their total revenue. They're getting out of RDNA. Were you as equally outraged at this? There is no competition for Nvidia in the high end GPU market anymore. If rumors are true, 5080 will be barerly better than 4080. Meanwhile 5090 is making a big jump over 4090. Both companies are treating gamers are irrelavant this gen and maybe longer until AI slows down and they need the gaming revenue.

Stop sticking with one company. Neither cares about you. Buy the best product you can afford.
Posted on Reply
#45
GodisanAtheist
TechBuyingHavocMeanwhile, a 7700XT is available for $360, an excellent 1440p card. The same price tier as its predecessor, the 6700XT, also an excellent 1440p card.
- Ewwwww AMD *Shells out $100 more for the same performance in Green*
Posted on Reply
#46
Upgrayedd
R-T-BWhen you have another near-monopoly that sells for more and uses the same resources?

Yes you would. And Compute has been that for well before the AI or even crypto craze.
this one's easy. Take both markets, provide the best options to those markets, who cares about supply when demand is so high, you can price both markets higher.
Posted on Reply
#47
R-T-B
Upgrayeddthis one's easy. Take both markets, provide the best options to those markets, who cares about supply when demand is so high, you can price both markets higher.
You have limited TMSC capacity so you can't do that without suffering a loss.

See this point
BabaTSM is at full capacity. Nvidia makes way more on AI products. You're lucky they even make any GPUs for gamers at this point. AMD's revenue from GPUs was 7% of their total revenue. They're getting out of RDNA. Were you as equally outraged at this? There is no competition for Nvidia in the high end GPU market anymore. If rumors are true, 5080 will be barerly better than 4080. Meanwhile 5090 is making a big jump over 4090. Both companies are treating gamers are irrelavant this gen and maybe longer until AI slows down and they need the gaming revenue.

Stop sticking with one company. Neither cares about you. Buy the best product you can afford.
Posted on Reply
#48
Upgrayedd
R-T-BYou have limited TMSC capacity so you can't do that without suffering a loss.

See this point
Then what's happening right now?
Posted on Reply
#49
wolf
Better Than Native
bonehead123typical nGreediya....

I guess Jacket Man be gettin some (more) new leather for Xmas
Almost filled the entire bingo card in one comment, these posts are so predictable. And here I was hoping for some new, fresh burns on Jensen :rolleyes:

Posted on Reply
#50
inquisitor1
chrcolukOn his instability issues I think he should have asked for a second sample, dud's do happen, and also tried in a different PC, as what he reported I wouldnt expect to be a widespread problem.
could be he got a dud. but also influencers play sides. they have interests and agendas. they like to instigate, ill admit. but even the black magic executive just keeps saying get a xx70 or xx80 card.

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.
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