this post was submitted on 04 Mar 2025
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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