So why are you guys buying the premise of this article then?
Several of us have pointed out that the claims from this Youtuber is BS at best.
Some people have limited capacity in assessing the plausibility of rumors.
There are a number of factors that NVIDIA has to weigh if they delay the GeForce 40 series.
The most pressing concern would be a lack of expected revenue. Shareholders have some revenue expectations. The market is forward focused. Not meeting expectations is one problem. The other big one that often affects the share price more is future guidance/expectations. If NVIDIA revises guidance down mid-quarter, the stock will get slaughtered (and it's already taken a beating in 2022).
The second issue is competition. If AMD can release RDNA3 first without NVIDIA barking at their heels, they can increase mindshare and hopefully marketshare. This isn't limited to the DIY after-market AIB market, this also includes graphics card availability from the large system builders (Dell, HP, etc.) which both companies gave prioritized allocations in 2020.
Both companies are expecting a certain amount of retraction in the gaming business (which includes crypto mining business).
For sure both companies will be more focused in the next few quarters on their datacenter business. Data Center is actually now NVDIA's large business (I believe it's 45% versus Gaming's 44%) and Data Center has a far higher YoY growth rate than Gaming. So NVIDIA holding back on Ada GPUs (or whatever they're called) will negatively impact Data Center business revenue.
There are a bunch of other factors as well, like currency rate fluctuation and the ability of certain markets to accept price increases. There's also the topic of gross margin.
And let's not forget that the flood of used graphics cards can't be used in notebook computers.
It's not like NVIDIA can release mobile GPUs long before they upgrade professional workstation and consumer desktop GPUs.