| Captain_Yuri said: Absolutely crazy. 80% of Evga's revenue was from selling Nvidia GPUs but it certainly sounds like working with Nvidia is not easy what so ever. But it also sounds like they aren't going to work with AMD or Intel either. So it could just be the CEO wants to retire with maximum profits they could make. |
~78% of revenue.
Also apparently less than 1/3 of profit was from GPUs.
Nvidia is about to make selling GPUs costly for AIBs.
Ei. they have contracts to honor, when they buy dies at x cost, they sell that onto the AIBs and then some.
But with the Mineing crash of etherium, tons of high end gpus are about to flood the market.
That ontop of Nvidia "over-ordering", has lead to a situtaion, where there are too many GPUs currently in circulation.
You can launch 4000 series, and write off billions..... or you can delay 4000 series, soft launch it only, say a few high end cards (with performance above current gens), while you wait for stock of old cards to sell off over the next 6months+ time.
So thats what their gonna do..... ofc they are gonna make their AIBs buy old dies, at old prices (so they dont eat a loss vs what they paid in contract for them), at a time when the market is gonna be flooded with them. AIBs are gonna lose money selling old gen cards soon, while Nvidia with founders editions competes against them as well (while being able to have lower margins).
For those wondering how big was EVGA?
Well apparently in the US, their over 40% of nvidia total sales of GPUs.
Thats a big part of the chain, suddenly disappearing.... I know other AIBs will step in to fill the void, but theres still gonna be a abit of transition time.
