Yeah, speaking of which - I hit 10k subs lol

Apparently, AMD sold 10x more Radeon GPUs in it's first week than previous launches

https://videocardz.com/newz/amd-ceo-radeon-rx-9070-xt-first-week-sales-10x-higher-than-previous-generations
https://www.techpowerup.com/334631/amds-radeon-rx-9070-xt-shatters-sales-records-outperforming-previous-generations-by-10x

So basically what AMD generally sells in total of a specific GPU model in half a year or so (launch sales are always higher than following weeks, so it's definitely more than just 3 months worth of sales), they now sold just in one week.

Here are a couple news that didn't made it into the other posts. Be warned, the second one isn't political, it's just funny:

Game Informer is back from the dead: 'The whole team has returned'
https://www.pcgamer.com/gaming-industry/game-informer-is-back-from-the-dead-the-whole-team-has-returned/
After being tossed to the curb by struggling retail chain GameStop last year, long-running gaming magazine Game Informer has been revived.

Last August, the entire Game Informer staff was laid off in the middle of producing the magazine's next issue, and years of online coverage were wiped from the web. The now nearly 34-year-old magazine, which for many in the US was their first source of gaming news and reviews, appeared to be toast.

Today, however, the Game Informer website reappeared along with the old articles, and a letter from editor-in-chief Matt Miller reveals that not only will the print magazine also return, every employee who was laid off has come back to work on it.

(...)

The surprise resurrection has been financed by Game Informer's new owner, Gunzilla, a game developer co-founded by film director Neill Blomkamp (District 9, Chappie), former Warface lead Alex Zoll, and fintech entrepreneur Vlad Korolov.

Gunzilla's first game is a free-to-play shooter called Off The Grid. The company is also in the blockchain business: Its blockchain platform, called GUNZ, "empowers game developers with the tools to build player-driven economies by providing players full ownership of in-game assets as tradeable NFTs," Gunzilla said last year.

Ubisoft scores a legendary ratio against Elon Musk on his own platform—which hopefully marks a final end to all the Assassin's Creed Shadows' culture war nonsense
https://www.pcgamer.com/games/assassins-creed/ubisoft-scores-a-legendary-ratio-against-elon-musk-on-his-own-platform-which-hopefully-marks-a-final-end-to-all-the-assassins-creed-shadows-culture-war-nonsense/
(... just the screenshot tells *almost* the whole thing so...)

I won't be surprised if Ubisoft has problems with its Twitter accounts.

Congratulations!

Stockpiling cards for two extra months really helped them achive that. Good for them.

My theory at this point is Nvidia is experiencing a manufacturing bottleneck with their 5000 series. It really doesn't make much sense to have so little supply of Blackwell gpus. Imo it's likely due to GDDR7 as that is the only common thing between them and also the main thing that's different vs Radeon who uses GDDR6. Either that or there is big quality control issues as seen with the missing Rops.

Could be, yes.

Usually we get some rumord from Digital Trends or other sources when those kinds of things happen, but it would explain what's going on with Nvidia.

I think the reason is just greed mixed with their product lineup pushing towards this result.

RTX PRO get the full GPUs (if they don't also have missing ROPs that is!) while GeForce only are cut-down versions. Which leads me to believe that GeForce GPUs this time around are all just the partially defective chips and all the good ones go to AI.

And if the Yield Rates are good, then it that doesn't leave a whole lot of chips for the GPUs. The GeForce GPUs all being partially defective chips could also be the reason why they have the missing ROPs, as it could be a result from binning the good ones to RPO and partially defective ones to GeForce without being agressive enough about it.So GeForce GPUs are really just getting the leftovers, as NVidia can sell the same GPU chip for 3x to 10x more in an RTX PRO GPU.

Production bottlenecks can also be an issue. I mean, it could be the very reason why NVidia is binning the GeForce GPUs so much.

Yeah, I'm not sure why we need to stretch for answers when Nvidia themselves have been making it perfectly clear what they care about.

I believe the gaming GPU market is barely even 10% of their business right now, if that. That's still a lot of money to leave on the table when they've established such a comfortable market lead for so long, but if there's an overlap in production then it's clear which market they're going to prioritise until the AI bubble pops.

I doubt yield rates are the answer since both Nvidia and Radeon use the same process node and even Radeon can't get perfect dies let alone a gpu die thats 750mm2 with GB202. If anything, missing Rops shows the yield rates really aren't perfect.

While I get the greed aspect and it certainly could be it, this isn't the first time data center heavily surpassed gaming revenue. If anything, the past 3 generations have shown that while Nvidia has a strong focus on data center, they will still ship 100,000s of gpus if not millions to consumers because they know how to balance it all out while maintaining a huge markup. But we will see if anything comes out from insiders at some point.

https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue

• NVIDIA revenue for the quarter ending January 31, 2025 was $39.331B, a 77.94% increase year-over-year.
• NVIDIA revenue for the twelve months ending January 31, 2025 was $130.497B, a 114.2% increase year-over-year.
• NVIDIA annual revenue for 2025 was $130.497B, a 114.2% increase from 2024.
• NVIDIA annual revenue for 2024 was $60.922B, a 125.85% increase from 2023.
• NVIDIA annual revenue for 2023 was $26.974B, a 0.22% increase from 2022.

Past 3 generations are meaningless with numbers like this. Nvidia aren't the same company anymore, that's the reality. No shareholder would allow them to go back after seeing this. Nvidia can't control their own destiny even if they wanted to, they're being led by the money now.