Jensen Huang: Ampere shortages to last throughout the end of 2020

MavericK

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I can't believe that 1) they didn't think demand would be what it is and 2) that it's really not a supply issue. If demand far exceeds supply, then it's a supply issue. And there is no evidence of widespread supply for these cards.

Comes off as an appeal to shareholders to sound like they are shipping way more cards than they are.
 
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Yeah, I doubt there are 5x many desktop gamers than last generation, may be 2X as many want to upgrade given the performance jump but sure they saw that coming. This is all hogwash to prop up the share price and play mind games till Big Navi lands. It's also an excuse to have the scalpers buy up the inventory to make Nvidia's bottom line look good this Qtr..If AMD has a decent, non-paper launch, except there to be magically great supply by Thanksgiving, even some decent below MSRP deals now and then. People also need to chill the fuck out , playing CyberPunk on a 2XXX card will still be pretty great. This makes even less sense too me than the TP/PT and even dumbbell shortages, TP/PT are essentials you need for daily life, dumbbells are somewhat necessary to keep fit if all gyms are closed (though there are subsitutes) but playing the latest game on max vs high settings, lol....
 

hesho

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the more i read up about ampere, the more i think it was just a launch to satisfy their shareholders. I question how many actual cards have shipped... I wonder if it would even hit 5 digits by the end of the year or not...
 

polonyc2

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it's not about the demand, it's about the bots buying up all the cards...there has to be a way of stopping this...
 

-Strelok-

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Not all of us have a 2xxx card. If I can pick up a card by November that would be ideal, but who knows at this point.
I scored a Hybrid 2080 for $300, I think I’ll be good for a while. You can probably still enjoy Cyberpunk with a 1080 though. Worst case you can come back later with a new card for a second play through and enjoy more eye candy then.
 
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I scored a Hybrid 2080 for $300, I think I’ll be good for a while. You can probably still enjoy Cyberpunk with a 1080 though. Worst case you can come back later with a new card for a second play through and enjoy more eye candy then.
That's a good deal. If I can get an in warranty 2080 ti for 500 or less I'll probably buy that again instead (still glad to be rid of the out of warranty Zotac for 7xx).
 

Ready4Dis

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Lol @ It's not a supply issue. Could you imagine if you went to a resturaunt and they had no food left and told you it wasn't a supply issue, they just didn't expect customers? This is them admitting they knew they didn't have enough product to even come near demand until next year but decided to launch anyways. If they honestly had no clue they would not have inventory for 3 months, then they are incompetent to say the least. In reality, they knew they would have demand but wanted to make sure they were first out of the gates and rushed a launch to make it happen. Luckily for them by February, nobody will even be talking or remember about how botched the launch was, just talking about the next Hype. So, it's a win win for NVidia, keep shareholders happy, screw over customers who will complain but still buy out their cards and get singing praises from reviewers. Oh well, at least most will have the opportunity to take a gander at what AMD offers before you're able to get a card anyways. I wonder if this is also to help buy time for manufacturers to fix their issues with PS-CAPS/MLCC's as well, or if they're just going to fix the clocking issues with their drivers and call it good. Speaking of which, have we started seeing updated benchmarks and power graphs for the drivers yet? I remember seeing a few spot checked games, but nothing in depth by any "reputable" reviewers (granted, I wasn't really looking all that hard). Anyways, yeah.. supply issues not a thing, it's just demand issues, everyone should take note. We're not out of stock, we're just over demanded!!!!
 

LukeTbk

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it's not about the demand, it's about the bots buying up all the cards...there has to be a way of stopping this...

Not sure I understand that logic, what do you think the bot do with those card, keep them in stock waiting for price to rise ? Maybe, but I suspect they are trying and reselling them as fast as possible and they will stop the moment it get even just a little bit hard to resell them with a decent margin, having nearly 0 impact in the quantity going into people hands.
 

polonyc2

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Not sure I understand that logic, what do you think the bot do with those card, keep them in stock waiting for price to rise ? Maybe, but I suspect they are trying and reselling them as fast as possible and they will stop the moment it get even just a little bit hard to resell them with a decent margin, having nearly 0 impact in the quantity going into people hands.

I meant the demand is made harder due to the bots scooping up all the cards...if there were no bots and legit people got their hands on them then the supply would look much better
 

l88bastard

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In a call with analysts and journalists today, Nvidia CEO Jensen Huang said that "I believe that BOT BOT BOT Anal Reaming will outstrip all of our supply throughout the year."


Last week, Nvidia delayed the RTX 3070 launch by two weeks, to October 29, to build up as much supply for the BOT-HOLES as possible. But that seems unlikely to be enough to compensate for the SCALPING for the more affordable RTX card. Jensen doesn't seem to think so, either.

"Remember, we're also going into the TRIPLE-CONSUMER ASSFUCK whammy: The Triple-whammy is the (a) Paper Launch (B) BOT-FUCKHEADS and (C) holiday season," he said on the call, as reported by Tom's Hardware. "Even before the holiday season we were doing incredibly well with the BOT-HOLES, and then you add on top of it, the Consumer Ass Reaming factor, and then you add on the Paper Launch factor, and we're going to have a really really LAME Q4 season."


^^^^FIFY Nvidia!
 

Bowman15

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Smells a lot like the wafer yields are way below what they expected but said ef it, we'll launch anyway...
 

DooKey

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Great chance for AMD here. If they have a competitive product and can meet demand a lot of people will buy. Even I would now that I have a Freesync monitor. Excellent opportunity.

AMD can't meet the demand. There's no doubt about this. They have to supply their CPU/APU/Console stuff before they supply GPUs. If NV really failed then everyone is going to be sucking it up for GPUs this year.
 
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I remember back in the early 2000s having less than 50,000 units at launch was considered a paper launch. To say the Ampere launch is "not a paper launch" when at best there are low 4 digits in the wild after 2 and half weeks..."not a supply issue" is an excessively generous diagnosis.
 

FrgMstr

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AMD can't meet the demand. There's no doubt about this. They have to supply their CPU/APU/Console stuff before they supply GPUs. If NV really failed then everyone is going to be sucking it up for GPUs this year.
Might have more ASICs lined up for Q4 than you think.

So how many do you think they can deliver in Q4, or are you just speaking from 100% opinion?
 

DooKey

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I remember back in the early 2000s having less than 50,000 units at launch was considered a paper launch. To say the Ampere launch is "not a paper launch" when at best there are low 4 digits in the wild after 2 and half weeks..."not a supply issue" is an excessively generous diagnosis.

No one of any repute is saying low 4 digits in the wild.
 

DooKey

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Might have more ASICs lined up for Q4 than you think.

Dunno. Let's see how it goes. I hope they do. Would give NV a kick in the nads and make them start to care again.

Their business market (AI, etc. ) may be their focus now.
 

FrgMstr

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Dunno. Let's see how it goes. I hope they do. Would give NV a kick in the nads and make them start to care again.
That is not what you said above. You seemed to be speaking from a standpoint of having actual knowledge.
 

DooKey

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That is not what you said above. You seemed to be speaking from a standpoint of having actual knowledge.
Nah, just saying they have a number of wafers that have to go to many products. Just making a guess that GPUs aren't as important as their cash cows at the moment.
 

FrgMstr

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Nah, just saying they have a number of wafers that have to go to many products. Just making a guess that GPUs aren't as important as their cash cows at the moment.
I would suggest your guess is misplaced.
 

DooKey

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I would suggest your guess is misplaced.

I'm good with that. I don't own AMD or NV stock. As long as I get my GPU power I'm all good. If AMD gives me something better than the 3080 I have coming in then I'll jump on that.
 

FrgMstr

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I'm good with that. I don't own AMD or NV stock. As long as I get my GPU power I'm all good. If AMD gives me something better than the 3080 I have coming in then I'll jump on that.
So if you can only buy a $1000 20GB 3080, where does it need to fall then?
 

DooKey

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So if you can only buy a $1000 20GB 3080, where does it need to fall then?

I'm not worried about VRAM. I think 10GB will do well for me until next gen since I game at 3440x1440. If they can deliver 3090 performance at $1000 then I'd upgrade.
 

FrgMstr

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I'm not worried about VRAM. I think 10GB will do well for me until next gen since I game at 3440x1440. If they can deliver 3090 performance at $1000 then I'd upgrade.
Nice way to dodge the actual question.
 

DooKey

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Nice way to dodge the actual question.

Not dodging. I have a 10gb 3080 coming in tomorrow so a 20gb 3080 isn't in the cards for me since I don't think I'll need it. However, since you asked a hypothetical question I didn't answer I'd have to say a 3080 performant card from AMD that has the VRAM equivalent of the 20gb 3080 (between 10 and 20gb) then I'd buy that for less than $1K. No doubt.
 

learners permit

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Sooooo glad I picked up a used Titan earlier this year from [H]F fs and trade, TY mahogany soapbox! No need for me graphically but I feel bad for all in need of new graphics. Hopefully AMD will deliver for you all.
 

imsirovic5

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I really hope AMD is able to actually ship a product in reasonable quantity and teach NVDA a lesson. I am still going with NVDA (rtx / DLSS / drivers) but I really hope this shi*** launch costs them some major market share and strengthens the AMD. Stronger AMD will benefits us all.
 
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