by ksec | 2025-07-05 02:14:33+00:00
>How is it that one can supply customers with enough stock on launch consistently for decades, and the other can’t?

I guess the author is too young and didn't go through iPhone 2G to iPhone 6 era. Also worth remembering it wasn't too long ago Nvidia was sitting on nearly ONE full year of GPU stock unsold. That has completely changed the course of how Nvidia does supply chain management and forecast. Which unfortunately have a negative impact all the way to Series 50. I believe they have since changed and next Gen should be better prepared. But you can only do so much when AI demand is seemingly unlimited.

>The PC, as gaming platform, has long been held in high regards for its backwards compatibility. With the RTX 50 series, NVIDIA broke that going forward. PhysX.....

Glide? What about all the Audio Drivers API before. As much as I wish everything is backward compatible. That is just not how the world works. Just like any old games you need some fiddling to get it work. And they even make the code available so people could actually do something rather then emulation or reverse engineering.

>That, to me, was a warning sign that maybe, just maybe, ray tracing was introduced prematurely and half-baked.

Unfortunately that is not how it works. Do we want to go back to Pre-3DFx to today to see how many what we thought was great idea for 3D accelerator only to be replaced by better ideas or implementation? These idea were good on paper but didn't work well. We than learn from it and reiterate.

>Now they’re doing an even more computationally expensive version of ray tracing: path tracing. So all the generational improvements we could’ve had are nullified again......

How about Path Tracing is simply a better technology? Game developers also dont have to use any of these tech. The article act as if Nvidia forces all game to use it. Gamers want better graphics quality, Artist and Graphics asset is already by far the most expensive item in gaming and it is still increasing. What hardware improvement is allowing those to be achieved at lower cost. ( To Game Developers )

>Never mind that frame generation introduces input lag that NVIDIA needs to counter-balance with their “Reflex” technology,

No. That is not why "Reflex" tech was invented. Nvidia spend R&D on 1000 fps monitor as well and potentially sub 1ms frame monitor. They have always been latency sensitive.

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I have no idea how modern Gamers become what they are today. And this isn't the first time I have read it even on HN. You dont have to buy Nvidia. You have AMD and now Intel ( again ). Basically I can summarise one thing about it, Gamers want Nvidia 's best GPU for the lowest price possible. Or a price they think is acceptable without understanding the market dynamics and anything supply chain or manufacturing. They also want higher "generational" performance. Like 2x every 2 year. And if they dont get it, it is Nvidia's fault. Not TSMC, not Cadence, not Tokyo Electron, not Issac Newton or Law of Physic. But Nvidia.

Nvidia's PR tactic isn't exactly new in the industry. Every single brand do something similar. Do I like it? No. But unfortunately that is how the game is played. And Apple is by far the worst offender.

I do sympathise with the Cable issue though. And not the first time Nvidia has with thermal issues. But then again they are also the one who are constantly pushing the boundary forward. And AFAIK the issues isn't as bad as the series 40 but some YouTube seems to be making a bigger issue than most. Supply issues will be better but TSMC 3nm is fully booked . The only possible solution would be to have consumer GPU less capable of AI workload. Or to have AI GPU working with leading edge node and consumer always be a node lower to split the capacity problem. I would imagine that is part of the reason why TSMC is accelerating 3nm capacity increase on US soil. Nvidia is now also large enough and has enough cash to take on more risk.