Recent content by Gideon

I think Intel tried a little too hard to press their chips to the max and now they are paying the price. I think the transistors are getting down to such a small size that they now degrade far faster when pushed with more voltage. Same thing AMD found with their chips, both companies need to...

Sounds more like panic buying when the ban when into place, would be curious if that still is going on. I know the Chinese mostly wanted to get a 4090 for the AI capabilities which the 7000 series would not be as suitable for. I just think it's a bit sensational, because if AMD was truly selling...

Yep total shipments are way down for both, thus why the total market share matters here. I mean your own chart show Nvidia shipments dropping to their lowest point in 2023. I have the feeling margins are not great for graphic cards, even EVGA citied that as the reason they dropped Nvidia. I feel...

I love how some just throw things out like that, have any actual proof of said statement?

Yet reports are otherwise. Nvidia still dominates sales but AMD has taken some market share back...

AMD may have reduced their allotment to an unsustainable level. But unless the company comes out and tells us why, were just speculating and the title was clickbait as even in the article they had no answers.

That is a ton smaller then the 47.5 billion they made on other products, like AI chips. What would you do when you are facing a capacity strained TSMC and need to pick a priority on what to produce?

Talk of new cards coming is probably going to make people hold off, plus the 4090 is still not a cheap card even used. Hopefully you find that person in need OP.

Higher thermal efficiency does not necessarily translate into a cleaner running engine. Just means it's turning more of the heat into useable power.

The super 4080's definitely sold, buy the regular 4080's never really sold well. But I just think the upcoming 5000 series will likely lack the performance to really push anyone to upgrade except the few that have to have the best, especially at 1,000 plus for it. Amazon shows stock for the 4080...

I feel a 5080 priced over 1,000 bucks will be a dust collector for retailers, sort of like the current 4080. Honestly I was a bit surprised how well the 4090 sold, so that may still do well at a higher price. Profit is far more important to the leather jacket right now, otherwise stock value...

Umm, no it's not. Link for graph https://fourweekmba.com/nvidia-revenue-by-segment/

I am a little less convinced they care about the consumer market as much right now, considering what their AI chips sell for at the moment. Will they give up on it, no. But I feel their focus is elsewhere and I think generational performance increases will start to suffer as they focus elsewhere...

Seen no rumors that suggest that is happening. Could it, sure. But with no info stating major core changes then, I don't expect much from the next chip. If more info come to light then my thoughts may change.

You do know they didn't rely on a node shrink for that. That took a significant core design change.