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Jensen Huang – Nvidia GTC 2025 Keynote

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Re: Jensen Huang – Nvidia GTC 2025 Keynote

#4

> "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.

Re: Jensen Huang – Nvidia GTC 2025 Keynote

#6

> "geforce is sold out all over the world" not a flex

> "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 than half the market. I don't like it but it's reality.

Re: Jensen Huang – Nvidia GTC 2025 Keynote

#8

> "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.

Re: Jensen Huang – Nvidia GTC 2025 Keynote

#10

> "geforce is sold out all over the world" not a flex

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.
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