I mean; their latest line of cards is plagued with problems, not the least of which is the cards being shipped with less available cores than advertised and different amounts than each other (same card model, different stats, bit of a dice roll as to which you’ll get).
So I’m sure the tariffs are having a bad effect too; but a significant amount of their loss is their own doing.
Most of their profit is from enterprise/server cards, not consumer cards. They likely don’t care that much about the issues with the 5000 series
Well, this news is about their valuation, i.e. their stock price, which is only partially tied to their profitability. If there’s bad news about their consumer cards, that could still lead to people selling their stock, because they expect other people to sell their stock, too. If you’re the first to sell, you still get a relatively good price compared to everyone else.
If I recall correctly I remember hearing from Level1Techs that Nvidia’s been having issues also on their enterprise solutions having thermal runaway problems and so other B2B companies are looking at AMD and ARM solutions instead.
The more efficient ai models are a bigger problem
good.
And it will tumble even more when Donald tariffs Taiwan silicon imports. And when the economic strain means Americans are not able or willing to dump several grand on a GPU.
If this infographic is accurate, it doesn’t much matter what consumers are willing to spend. AI/datacenters have deep pockets.
Those datacentres have to pay the increased prices too. More expenses, less profit, angy shareholders.
You guys, NVIDIA’s valuation is not based on consumer GPU sales, lol.
They’re up today, unless I’m missing something. Is there another Nvidia besides $NVDA?
