Recently tried to purchase a batch of P102-100's for mining and hit a dead end, so I'm pretty sure this article is BS.
Nvidia Appears To Have A GPU Inventory Problem
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Re: Nvidia Appears To Have A GPU Inventory Problem
#82Re: Nvidia Appears To Have A GPU Inventory Problem
#83Earlier quoted context omitted.
Agreed. The author's bias makes this unethical, in my opinion. I wish HN didn't promote posts like this.
If that's how you feel, then you need to block about half of everything on Seeking Alpha
Most of what I see on Seeking Alpha is people cherry picking charts and statistics to support a pre-existing hypothesis. Many times authors continually double down on clearly wrong opinions and just say "oh well, the market is crazy".
Re: Nvidia Appears To Have A GPU Inventory Problem
#84The author is shorting Nvidia stock (as he / she discloses at the end of the article). So, while this article attempts to be objective, I just don't believe it can be.
Agreed. The author's bias makes this unethical, in my opinion. I wish HN didn't promote posts like this.
Surely if we're going to start accusing people of anti-NVidia bias we should include Charlie from SemiAccurate so he doesn't feel left out. He did coin the term "Bumpgate" after all.
https://semiaccurate.com/2010/07/11/why-nvidias-chips-are-de...
Re: Nvidia Appears To Have A GPU Inventory Problem
#85I Am So Mad. I have had a new workstation purchase waiting for the cards to calm down and now I read this? We get no new technology and prices where a 1080ti equals the retail price of a Titan and now they have 300k to much inventory? NVIDIA needs to be greeted with a Linus salute again. They have been horrible for Linux and horrible on me having a new workstation at work.
Card prices have been back to normal for a while now
I looked it up I paid 351,90 euro for my 1070 last year now that same card is 500 euro's... I remember you could pick up a 1080 for 560 euro at that time.
So sorry but no the prices aren't back to normal.
Re: Nvidia Appears To Have A GPU Inventory Problem
#86The author is shorting Nvidia stock (as he / she discloses at the end of the article). So, while this article attempts to be objective, I just don't believe it can be.
Shorting a stock does not make automatically make negative opinions about it invalid any more than going long makes positive opinions invalid. The whole point of shorting, and the reason why it's legal, is to give people incentive to find overvalued stocks and thus correct valuations. It's like people with a negative outlook on a company can't win: if they short, they're accused of being biased. If they don't short,…
Totally agree. This guy has his money where his mouth is. That's who I'd prefer to get information from.
Re: Nvidia Appears To Have A GPU Inventory Problem
#87Earlier quoted context omitted.
Quote from the last earnings call: "[...] my sense is that there's a fair amount of pent-up demand still. Fortnite is still growing in popularity. PUBG is doing great. And then we've got some amazing titles coming out. And so my sense is that the overall gaming market is just really, is super healthy. And our job is to make sure that we work as hard as we can to get supply out into the marketplace. And hopefully, by…
You can run Fortnite on a toaster though. The recommended specs are an Nvidia GTX 660 or AMD Radeon HD 7870.
Meanwhile PUBG requires three 1080-tis and a whole lot of luck for a stable framerate
Re: Nvidia Appears To Have A GPU Inventory Problem
#88I recently upgraded to a 1060 6GB card (at inflated prices, because it didn’t look like there’d ever be a break in the storm). I got to thinking, I doubt I’ll ever feel much need to upgrade the screen I game on from 1080p to 4k, mostly because I sit across the room and my eyes naturally antialias things at distance... Given that combination of factors, I have to wonder what it’ll take to make me want to upgrade from…
I got in on an RX 580 8GB for about $320 and it handles most VR games pretty damn well. I was upgrading from an R7 270 so it was a great value and would only need to be replaced if I decide I'm willing to burn ~$1500 for the Vive pro. Depending on what you had before the 1060, you may have gotten a super bad break on the upgrade.
My point I guess is, the VR stopgap is already over. Expensive laptops can now do some VR. IE, why would I pay between 800-1000 dollars for the vega line or 1080ti line for a somewhat mild improvement? It takes last gen stuff to run VR well, so the profit margins are shrinking
Re: Nvidia Appears To Have A GPU Inventory Problem
#89Earlier quoted context omitted.
RTX is going to obliterate it.
What's RTX?
Re: Nvidia Appears To Have A GPU Inventory Problem
#90I recently upgraded to a 1060 6GB card (at inflated prices, because it didn’t look like there’d ever be a break in the storm). I got to thinking, I doubt I’ll ever feel much need to upgrade the screen I game on from 1080p to 4k, mostly because I sit across the room and my eyes naturally antialias things at distance... Given that combination of factors, I have to wonder what it’ll take to make me want to upgrade from…
>Given that combination of factors, I have to wonder what it’ll take to make me want to upgrade from my modest 1060. I can’t imagine what sort of incremental improvement video hacks will make this card too slow at 1080p.
What made you want to upgrade to your 1060? New, more graphically demanding games. Why are those new games more demanding? Because people bought newer, faster GPUs.
That steady evolution of graphical hacks will march on for as long as hardware improves. Ambient occlusion is a hack, ray tracing is a hack, the rendering equation is a hack. There will be no revolution, just another generation of GPUs and another generation of APIs, with developers trying to squeeze the most out of them.
Nvidia are fairly bullish about real-time raytracing, but that's just another incremental step. It's potentially a backwards step in many cases, because a lot of other tasks are competing for GPU resources. Illumination is only one aspect of simulating a realistic 3D scene.