GTC stands for GPU Technology Conference, for anybody else who wasn't familiar with the acronym. Surprisingly they don't have it spelled out anywhere on the homepage.
Jensen Huang – Nvidia GTC 2025 Keynote
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Re: Jensen Huang – Nvidia GTC 2025 Keynote
#12> "geforce is sold out all over the world" not a flex
Agree. It's a terrible time to want a new Nvidia card for gaming or AI projects. I had a 4070 Ti Super in my cart for a while at a cool $700 on Amazon - now it's out of stock and secondhand I can find it for double that now. If one doesn't require the latest DLSS or need first-class AI support, get an AMD card.
AMD’s is coming up in support for things like torch and xformers. But it isn’t there yet.
If you want for AI, your best bet is a used 3090 for $700-800. The ram is more important and that card is still faster than a 4070.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#13> "geforce is sold out all over the world" not a flex
NVidia doesn't make the chips, they just design them, so it is a flex. People are literally buying their cards faster than they can be produced. TSMC is building new fabs to make more nvidia chips faster.
NVidia decide how they allocate their wafer starts at TSMC. Consumer chips have lower margin than datacenter parts, so they almost certainly allocated comparatively little volume to consumer chips.
On the one hand, this is a great situation to be in for Nvidia in terms of overall revenue.
On the other hand, this has allowed AMD to grab market share with the RX 9000 series launch, at least in the short term. So the narrow point that Geforce is sold out is decidedly not a flex.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#14Some interesting points but he seems a bit less polished and confident than usual.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#15Earlier quoted context omitted.
Or quite a flex. If you want to create artificial scarcity to keep your prices high. Reminds me of the current egg "crisis".
Egg production fell because of avian flu, which the US has regulatory restrictions limiting the usage of the vaccine in agriculture compared to other developed nations. Its not an intentional crisis.
Egg prices didn’t raise because of a flu.
Egg prices raised because the government asked for the killing of a hundred million of chickens - for fear of spreading bird flu. It may have been the right call, we’ll never know.
Small difference, but important.
Here, CNN is obscuring the fact that the chickens killed were not tested or confirmed to have flu, but some around them might have so they had to go too.
https://www.cnn.com/2025/01/28/business/chickens-avian-flu/i...
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#16Earlier quoted context omitted.
NVidia doesn't make the chips, they just design them, so it is a flex. People are literally buying their cards faster than they can be produced. TSMC is building new fabs to make more nvidia chips faster.
NVidia decide how they allocate their wafer starts at TSMC. Consumer chips have lower margin than datacenter parts, so they almost certainly allocated comparatively little volume to consumer chips. On the one hand, this is a great situation to be in for Nvidia in terms of overall revenue. On the other hand, this has allowed AMD to grab market share with the RX 9000 series launch, at least in the short term. So the na…
But the datacenter GPUs are sold out too even at ~90% profit margin. I heard somewhere lead time is in years.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#17> "geforce is sold out all over the world" not a flex
NVidia doesn't make the chips, they just design them, so it is a flex. People are literally buying their cards faster than they can be produced. TSMC is building new fabs to make more nvidia chips faster.
Literally the worst thing about Nvidia is the fact they don’t take the core product end to end serious enough.
The idea it’s hard to buy a standard Nvidia GPU in the consumer lineup is absurd.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#18> "geforce is sold out all over the world" not a flex
Yep, all 10 they shipped sold instantly at 2x MSRP. Prices on 3090's (not a typo) are going up ffs, because there is nothing out there on the NVIDIA front.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#19Earlier quoted context omitted.
> "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."
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 th…
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.
Re: Jensen Huang – Nvidia GTC 2025 Keynote
#20Amazing video of Omniverse. So many announcements!