"Credible rumors." Maybe.
I do get it. I just don't put a lot of credibility into rumors. Half of all rumors, if not the vast majority, are just people making fairly obvious predictions. It may be true, or it's just as likely people saying "Oh no crypto! Nvidia is doomed!"
The cause of any chip pile-ups would realistically be limited to the 2-3 months time it takes for wafer starts to complete, and Eth started its crash 2 months ago. The overhang could still be substantial, and they could have been caught flat-footed. Or maybe Nvidia has a substantial contingent of smart supply-chain monitoring, analysis and planning people on hand that are nimble enough to adapt.
I expect them to be fine. The real question in my mind is not about dates but pricing. Will the lingering effects of the crypto boom lead them to think that 4090 prices should be as high or higher than 3090ti pricing? Will they go with that smug thought process that "yeah, people are paying $300 more each generation!", or will they leave the gate at reasonable levels?
I do think that guy screaming "buy nowwwww!" is ridiculous either way, though.
I do get it. I just don't put a lot of credibility into rumors. Half of all rumors, if not the vast majority, are just people making fairly obvious predictions. It may be true, or it's just as likely people saying "Oh no crypto! Nvidia is doomed!"
The cause of any chip pile-ups would realistically be limited to the 2-3 months time it takes for wafer starts to complete, and Eth started its crash 2 months ago. The overhang could still be substantial, and they could have been caught flat-footed. Or maybe Nvidia has a substantial contingent of smart supply-chain monitoring, analysis and planning people on hand that are nimble enough to adapt.
I expect them to be fine. The real question in my mind is not about dates but pricing. Will the lingering effects of the crypto boom lead them to think that 4090 prices should be as high or higher than 3090ti pricing? Will they go with that smug thought process that "yeah, people are paying $300 more each generation!", or will they leave the gate at reasonable levels?
I do think that guy screaming "buy nowwwww!" is ridiculous either way, though.
Last edited: