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
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.
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.
The more efficient ai models are a bigger problem
good.
That’s great news, here to another 200!
Talking about a day in the stock market is akin to cloud spotting. It takes a continued and drastic trend, not just some eye raising numbers taken out of context. As much as I would be quietly gleeful for news like this because then it would mean actions have consequences, news articles often jump the gun with single digit changes that are reverted the following day. And if you look at the markets, European markets are getting hit as hard - what’s the cloud spotting rationale there? This and YT influencer feeds jumping the gun about how big Trump opposition is when the truth is it really isn’t materializing to the level it needs to be are my biggest pet peeves that make me just want to turn my head sometimes. I don’t want to hear what makes me feel good, I want to hear about news that really reflects reality.
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.
My boss makes over $250,000 a year and he also said that there’s no fucking way he would pay those outlandish prices for an NVIDIA GPU.
That’s how high the watermark is for me.
Honey let’s talk about you and your self-worth. You seem to have some stuff to unpack
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?
The day in question was Monday
