IbizaPocholo
NeoGAFs Kent Brockman
NVIDIA (NVDA) Q4 2026 Earnings Call Transcript | The Motley Fool
NVIDIA (NVDA) Q4 2026 Earnings Call Transcript
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NVIDIA announces supply difficulties for its GPUs
- Thread starter IbizaPocholo
- Start date
- Opinion Business Hardware
Magic-DEI-Hire
Member
Hey Nvidia:
Rentahamster
Rodent Whores
No shit lol
videogamedude
Member
oh no we're running out of snake!
MMaRsu
Member
What crash
DenchDeckard
Moderated wildly
They are genuine liars. Like, genuine. 
Simpdimples
Member
HerjansEagleFeeder
Member
At some point the data centers will be saturated with hard drives, and even the dumbest CEO will realize that these models won't magically become sentient and write your doctoral thesis by just throwing more computing power at them.
diffusionx
Gold Member
nvidia asking who did this
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They might tho
Guilty_AI
Member
Not even that, the biggest risk here is that at any point new tech can appear that can't be properly employed with the current structure of all these datacenters, rendering all these investments void. Companies are really jumping the gun too soon here.
Stitch
Member
Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion
www.pcgamer.com
Nvidia says it raked in $193.7 billion in annual data center revenue over the last year, while gaming brought in $16 billion
Priorities, etc.
OLED_Gamer
Member
"We don't want to allocate wafers to you gamers."
- Nvidia
- Nvidia
Stuart360
Member
You can still get RTX5070's on Amazon in the 500-550 range. 3 fan versions too. I have been watching them and they havent gone up in price since this whole vram issue started, for some reason.
EDIT. Thats in £ sorry, add another 50 for dollars or so.
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cinnamonandgravy
Member
if nvidia wanted to, they could use "lesser" fabs for gaming chips, like intel or samsung, since TSMC is pretty much already maxed out with nvidia AI chips.
seems its just not worth the effort considering how much money theyre making off AI stuff.
guess theyre really 1000% on AI right now... surprised their B team, or even C or D team, isnt making gaming GPUs with other fabs.
JMZ555
Member
I'm due a full new build to be honest. I'm on a 2700x. Just weighing up pre-built or building my own if I can find some ddr5. Going 9800x3d and 5070ti.
DeepEnigma
Gold Member
They literally control the supply.
They are just yanking them for AI themselves.
The Covid wealth shift and all the fraud has seen to the endless stream of funds. Plus governments would just print more monopoly money for their vested interest.
They are just yanking them for AI themselves.
Sadly there won't be a crash. Just consolidation to only 2 or 3 top dogs.
The Covid wealth shift and all the fraud has seen to the endless stream of funds. Plus governments would just print more monopoly money for their vested interest.
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Imagine thinking that an shortage of RAMs that not yet has been produced but was purchased with non-existent money to be installed on GPUs that also has not yet been produced in order to put on data centers that have yet to be build and be powered by an infrastructure that may not be feasible to satisfy an demand that does not really exist just to obtain profits that are not mathematically possible will not result in a crash.
Fess
Member
And the stock still goes down
I'm out now though so bring on the downfall! (So I can buy again and get a 6090 in a year or two heh)
Puscifer
Member
I'm really pissed I'm driving a rental truck right now while Ford is trying to source a used computer for my shit lmao
Radical_3d
Member
They trascended circular economy into circular whining. This guys can't stop innovating!!
Do you still believe this Zathalus?
JRW
Member
I bought an Asus Prime 5070 while they were at MSRP a few months ago in the US ($549 Amazon) very happy with it, coming from a 3060 Ti 8GB.
CuteFaceJay
Member
At this point just give me a PS5 with GTA 6 because everything else is noise.
Zathalus
Member
I'm sorry, did you just bring up a 2.5 month old post as an attempted gotcha?
But, to address your question, I don't really need to "believe" anything. All the GeForce cards are currently still are available to buy. Inflated prices sure, but you can literally pick any model of your choice, add to basket, and buy.
Nvidia 5000 series makes up 11% of all GPUs on Steam as of a month ago. That's a far better penetration than either the 3000 or 4000 series managed to achieve in one year. The 5070 is the fifth most popular card on Steam, the highest any 70 class card has been, and has absolutely destroyed the 4070 in terms of sales.
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Zacfoldor
Gold Member
Also, other things people need to hear.
Switch 2 and PS5 prices largely unaffected in the US. Buy em cheap and stack em deep. Current pricing might not last forever and next gen may be delayed.
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Yes because I was saying nvidia are doing a poor job of supplying cards. The inflated prices are due to that too.
Zathalus
Member
They are not doing a poor job of supplying cards compared to previous generations. The inflated prices are due to a increase in VRAM and TSMC costs.
The are struggling with supply because demand for PC gaming is at an all time high, as the rapid growth of 5000 cards on Steam Survey clearly shows. The 5070 is probably the most popular 70 class card ever made, and you can still buy it.
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kruis
Exposing the sinister cartel of retailers who allow companies to pay for advertising space.
China’s DeepSeek is set to release a new AI model. A rough period for Nasdaq stocks could follow
The release of DeepSeek V4 is expected to be imminent.
www.cnbc.com
Article: The release of a new artificial intelligence model from China's DeepSeek could mean a rough period will follow for Nasdaq stocks. The Chinese AI company has yet to announce a release date, but it's expected to be imminent following last week's conclusion of the Lunar New Year celebration. The startup has announced previous models early in the calendar year, most memorably in January 2025 — when the launch of the open-source reasoning model shocked the stock market with its high performance and low cost. On Jan. 27, 2025, the Nasdaq Composite tumbled 3% , while Nvidia lost nearly 17%. The launch of DeepSeek V4 could throw another wrench in the stock market. Last year, the startup alarmed investors when it said it only took two months , and not even $6 million, to build the model using lower-capacity Nvidia chips. That called into question the U.S.′ lead in AI, as well as Big Tech's massive spending in datacenters.
But the VRAM prices are skyrocketing due to supply issues. It's a chicken or egg situation you're arguing. That's just not true about PC gaming demand either, it's dropping not going up but that's another can of worms I don't want to open.
Zathalus
Member
VRAM supply is limited. That drives up pricing, but doesn't mean that GPUs are unavailable to buy. Because you can clearly buy any GPU of your choice right now, an utterly obvious point you seem to keep missing. It also doesn't really impact my original point from last year, that for the majority of 2025, Nvidia supply was really good and GPU pricing was at or under MSRP.
Another point you conviently keep missing (deliberately ignoring I'd imagine) is that the 5000 series is literally the fastest growing GPU series in Steams history. The 5070 has a higher percentage in eleven months than any other 70 class GPU before it. Using your logic if that growth means Nvidia wasn't supplying GPU numbers, than they have never actually done so.
And no PC demand isn't dropping, the most recent analysis points to a drop in growth this year due to increased pricing, which is irrelevant when speaking about 2025, when we just had this report come out - https://www.gamesindustry.biz/mobil...record-year-sensor-tower-state-of-gaming-2026
You're reading about supply issues right now in this thread and still arguing there isn't a supply problem? Ok.
I think you're the one deliberately missing the point and cherry picking. I'm not surprised by the 5070 percentage because people are buying on tight budgets now and the others are too expensive but 5000 series card growth is nothing out of the ordinary outside maybe the first month.
So there is a drop. Cool, got you. Nobody was talking about the beginning of 2025.
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Bojji
Gold Member
They won't, they still have to develop new architectures even for Ai use.
But they will do more paper launches and limited supplies.
Zathalus
Member
First of all, the quote you responded to was in December 2025 and was talking about the stock situation in 2025. Not now, or what may occur in the rest of 2026. For almost the entire 2025 and even right now, stock has been fine. Going forward... well, what does Nvidia actually say?
"Inventory -- Grew 8% sequentially; purchase commitments increased significantly to secure supply and address longer-term demand into 2027."
"Looking ahead, while end demand for our products remains strong and channel inventory levels are healthy, we expect supply constraints to be the headwind to Gaming in Q1 and beyond."
Wow, looks like inventory and supply was good for 2025, and demand was quite strong! But Nvidia expects some supply issues going forward. Which is to be expected, and is not the attempted gotcha you think you have, because I was clearly talking about 2025.
And my point about 5000 sales was quite correct, Nvidia sold a shit ton of gaming GPUs. My evidence? Well, the Steam Survey for one, 11.27% after one year. What's that? The graph you posted just reinforces that? Yes, if you look at the tracked history and line up the actual launches of each product, you'll see the 5000 series is ahead, considering the most popular cards, the 60 series, has only been on the market for 8 months. The 70 series only eleven months. For Turing and Ampere the entire product stack launched much earlier. Yet despite that, Blackwell is still tracking ahead. But even if we go by your claim, "nothing out of the ordinary", well, which is it then? Nvidia is not supplying enough cards, or it's the same as previous generations? You're contradicting yourself here.
My second point of evidence? Well the financial report, gaming revenue is up 47%. Wow, wonder how Nvidia managed that if they had limited stock during 2025? It's almost as if they sold a lot of gaming GPUs?
As for growth, a drop in projected growth =/= drop in PC gaming. Market growth and market size are different, obviously. But that's for 2026, which is utterly irrelevant to what I was originally talking about.
The report I linked was for 2025, which, as I mentioned, was what my original post was about. Considering I made the claim in 2025.
I'm not sure how many times I need to repeat that my post in 2025, talking about the stock in 2025, was about 2025, and not 2026, which is the year after 2025, and not 2025 itself.
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