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4080 12GB did its task. It send the gamers a message that do not wait for cheaper 40 series cards go by 30 series now. Now the best thing Nvidia can do is wait
by josmala 4y ago
4080 12GB did its task. It send the gamers a message that do not wait for cheaper 40 series cards go by 30 series now. Now the best thing Nvidia can do is wait until navi 3 has launched and release 4070 ti with same specs but decide price point based on what AMD has set to their cards.
- nomel 4y ago> It send the gamers a message that do not wait for cheaper 40 series cards go by 30 series now Jensen mentioned this with the Q2 earning statements [1][2], that pricing would be set to sell old (30 series) inventory: > And so our first strategy is to reduce sell-in in the next couple of quarters to correct channel inventory. We've also instituted programs to price-position our current products to prepare for next-generation products. > ... we've implemented programs with our partners to price-position the products in the channel in preparation for our next generation. 1. See JayzTwoCents video about this: https://www.youtube.com/watch?v=15FX4pez1dw https://www.youtube.com/watch?v=15FX4pez1dw 2. Q2 Transcript: https://www.fool.com/earnings/call-transcripts/2022/08/24/nvidia-nvda-q2-2023-earnings-call-transcript/ https://www.fool.com/earnings/call-transcripts/2022/08/24/nv...
- sliken 4y agoIndeed, apparently Nvidia misjudged the GPU forecast and the crash of crypto mining on GPUs and ended up with a ton of stock. Apparently AMD was more accurate, so here's hoping AMD beats Nvidia to the punch at the $300, $400, and $600 price points.