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colonelspace | 11 months ago

> "we've left money on the table because we can't manage our supply chain. Oh, and we've pissed off an entire market segment."

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dralley|11 months ago

It's probably false to say they're leaving money on the table. They'd be leaving a lot more money on the table if they allocated chips towards consumer gaming GPUs instead of maxing out the server AI/GPU compute segment. The entire gaming market constitutes like 15%-or-less of their revenue nowadays.

And Nvidia has enough mindshare that they could piss on consumers for the next 3 release cycles and still have more than half the market. I don't like it but it's reality.

whywhywhywhy|11 months ago

The top end should at least be stocked because a lot of us are using cards locally for AI that eventually runs in the cloud.

So yeah they did leave $2600 from me on the table that is now becoming more likely to be spent on a bootleg 48GB 4090 than a 5090 and if I get that they won’t see money from me for many years till they beat 48GB in consumer form factor.

m4rtink|11 months ago

"You PC people got us where we are now - so screw you, we don't need you anymore because the AI bubble will go forever!"