Nvidia - A New High in Low Morality 

I find it funny Jensen is acting like the new 4080s cost him loads when the dies are only 295mm and 379mm down from 628mm even if wafer prices are doubled it doesn't cut into his leather jacket margins too much.

He’s back, not the hero we deserved but the hero we needed.

Of all the tech channels, Adored seems to be the only one to acknowledge NVIDIA's rising profit margins in all of this. Other channels seem to justify these price hikes stating rising bill of materials costs or acknowledging that board partners are barely making a profit; they fail to recognize NVIDIA taking an ever increasing cut of each sale generation over generation. They pass the extra costs on to board partners while raising prices. We can only hope that consumers will slow down their purchasing of these cards and force NVIDIA to bring their margins back to a sustainable level.

When I saw what happened to EVGA, all I could think of was your videos from over the years. Can't wait to see the chiplet stuff on GPU finally come to fruition.

At 192bits, the 12GB 4080 is more in line with the x060 lineup. A complete insult to gamers and professionals... but then again, Nvidia's stinginess with memory continues to mystify me. I've been a customer for 6 generations, but AMD has won me over with RDNA2, and with their RDNA3 lineup, they have a lot of flexibility with fabrication allocations, because they can switch between CPU and GPU production, and also, they aren't dealing with a ticked off TSMC. It also looks like RDNA3 cards will be cheaper to make. NVidia over-produced, because their greedy execs apparently thought the crypto-mining boom (and those juicy whale customers) was a sustainable growth model - now they expect the gamers to make up for their gambling losses. Nvidia's C-Suite is apparently so stupid, they don't see the coming wave of used GPUs flooding the market, competing with their overpriced and obsolete 3000 series cards (which is a problem THEY created), and arrogant enough to think AMD won't be able to capitalize on Jensen's idiotic pricing. Make no mistake: There was no SHORTAGE of GPUs during the pandemic - only a lack of availability for gamers. Miners got theirs by the pallet - and Nvidia was more than happy to sell them. Nvidia sold more cards per month during the pandemic than ever in their history - I'd even be willing to bet that rate increased right up until December of 2021. All those used cards are about to swamp the market and directly compete with Nvidia's "new GPU stack" that attempts to price the 4000 cards as high end options on that stack.

Damnit Jim. I didn’t realize how much I missed hearing your analysis of technology. Thanks for making a great video.

Nvidia put all their bets on crypto still being a thing at launch of the RTX 40 series. No doubt the fanboys and whales will still buy them and scalpers are salivating at the thought of hoarding them. I would dearly love to see Nvidia get a black eye for their anti-consumer practices but we all know how their customer base are.

God man... I remember why I started watching you. Love it. Never stop doing it. Just like Tom from MLID, you've been more right than wrong by a huge margin on your predictions and, like Tom, you've got another follower for life. :D

I just rewatched your hour long history of Nvidia's envy from 3 years ago, what an absolute treat to see this. Thank you so much Jim.

Great video, Jim. The 4080 12 gb is going to get savaged in reviews and I doubt they will sample it.

About bloody time. Good to see you back, Jim.

Jim I hope you are doing well. You're a good man

Figured an AdoredTV video was coming soon after GTC. Thanks AdoredTV, have been revisiting the history lately...

Given the 4080 shenanigans this video was an inevitably 😉

Morality doesn't get you leather jackets now, does it?

is it 2018 again? this is the type of video that the tech world has been missing. the question is, will they listen this time?

this one's 25 minutes, this seems promising (really hope this isn't a one off even if the frequency isn't very high)

Great to hear from you again, Jim, best tech-content provider out there.

If this video is not a good reason enough for people to wait and see what AMD has to offer I literally have no hope for the PC Master race

I'm happy to see you back for another video. Hope you're doing good and we can get some more videos from you when you're feeling well enough to make some.

I was hoping you'd return for this season of tech. I really needed that, "Alright guys, how's it going?" today.

Love your analysis videos. Always welcome, always enjoyed. Please keep doing what you love.

Nice to see your back. I have long appreciated your insight into the PC Gaming industry. Hope you stick around and keep making videos.

Great to hear from you again, i had been regularly checking your channel to see if i missed a notification but I know you wanted to take a bit of a break, luckily I checked the day before you uploaded and decided to check the next day, hope to hear more from you soon. Keep up the good work.

Jensen like: "what if Moore's law, but price instead of performance 🤔"

Jim, it always brings a smile to my face to hear your voice even after the six years that I've known you. You're still the best and always will be! Cheers!

I was hoping to see a new video on the industry soon, so good to have you back Jim!

This is the best video I’ve seen covering the shortfalls of Lovelace! Those two graphs at the end do such an amazing job at providing context for the history of the x80 class gpus and how the 4080 12gb stands out so clearly. This video is great for people like me who haven't been following the market for too long.

Nvidia learned for their "mistake" with the 30 series. The 3060 Ti, 3070 and 3080 blew away the Turing cards because they were worried about RDNA 2. Even though RDNA 2 offered better preformance/value for rasterization - it had almost no impact on their ability to sell the expensive 3090s. The decreased value of the 3060, 3070 Ti, 3080 12GB and 3080 Ti reflected Nvidia's lack of concern about competition from RDNA 2. Even if AMD release a 7800XT for $799 that matches the 4080 16GB in rasterization, Nvidia won't give a jot. If the market does start to lean torwards AMD they can more easily trim down the prices, like they have with the 30 cards in the past month. I have no idea how badly Nvidia would have to lose in rasterization value for their cards to not sell out. I expect the 102 die will soon become exclusive to the 90 cards, so they can charge >$2k for a 102 die. 90 is the new 80.

Nice one Jim, really enjoyed this, looking forward to your take on AMD and Intel's positions. I currently have a 1080 that I bought almost 6 years ago. I bypassed the 2000 series as a point of principal when Nvidia raised that pricebar (RTX 'tax'), and bypassed RDNA2 and the 3000 series because...well, need I say? With the insane 4000 pricing just revealed, it's stupid power requirements, THAT 4070-->4080 insane switch, I ain't one bit interested in Nvidia. Add to that Nvidia's utter determination to totally destroy that 'bastion of gaming performance', FPS, with that DLSS 3 fake frame injection bullsh#t and we all have some serious issues ahead in GPU land. It's damning on Nvidia and AMD that they have not persuaded me (and many others) to part with available cash to upgrade for two and now, possibly three generations. Ok then, it's over to you AMD. You have two choices... 1) Aggressively undercut Nvidia's 4000 pricing (as you did with Zen2), recognising today's insane cost of living, and win significant market share and hearts and minds. 2) Price 'effectively' the same as Nvidia, displaying to the world that AMD does not recognise Nvidia's shocking pricing or consumers cost of living crisis, and thus prove that AMD and Nvidia are clearly working together to price-fix, and to insane levels. AMD, do you, as you keep saying, "have gamers at heart"? [Interestingly, my 1080 still performs very well at 1440p with the latest games! - that 1080 was indeed a good purchase, thanks Nvidia ;) ]

I literally just watched some of your old videos yesterday for nostalgia and you upload the next day 😂

So glad to hear that voice and that accent again in a very well made and informed tech video! I can only hope we get more!

Best part of my day, a new video from AdoredTV

Thank you. Especially the last two charts were real eye openers.

Awesome video. Glad you're back with these videos.

Yo Jim, it's good to have you back. Love your work mate.

the man the myth the legend. I honestly blame the consumer for actually buying this crap.

Hey Jim it’s good to see you back I’ve always loved your videos and hope you make more. Thank you!

I missed this sooo much. Don’t ever leave again Jim!!!

Glad to have you back Jim, great content, as normal - No one does it quite like you do! Excellent.

This time they will pay for their low morality. Raising prices during an economic downturn is business suicide. EVGA's departure is timed perfectly.

I keep thinking back to Jim's old analysis on Nvidia, and pretty much all those points have been echoed by others recently...

Welcome back Jim and thank you for an other great video …we ll be waiting for the next one

Awesome to see a new vid from you, I'm looking forward to your take on the chiplet GPUs

For Nvidia and AMD indeed more cash is the way forward lol.

*sees adored notification* *comes to video* me : say the line 🥺 Jim : *says the line* 👼👼👼

Yesterday I checked the channel cause I thought I hadn’t seen a vid from Adored in a bit. Great to see he’s back!

Thank you Jim! Great to hear your voice again!

ALRIGHT GUUISEEEE

I think this 4080 12GB will be tarnished forever among PC enthusiasts, so it would make sense for NVIDIA/AIBs to push this to OEMs.

Maaaan it's si good to hear from you again. Hope you're well Jim 👍

Glad to have you back with another banger. Great insight and information. Looking forward to your thoughts on RDNA 3. Angstronomics has a pretty good looking spec list for it that seems as close to factual as we've seen thus far this year. If Sky Juice is correct, the full Navi 31 die (7900XT) will be on a 384-bit memory bus and the cut down version (7800XT?) on 320-bit.

Good to see Jim back ,the ball is now in Radeon's court on how they will win this gen and still make profit probably we will see newer segment cards such RX 7970 XT and RX 7990XT being the ultimate card to take on and beat the Nvidia's ultimate gaming card , interesting generation this time

Ah the 4080 12gb the new consumer champion, I have no doubt it will be tearing up the steam ownership survey soon enough. Everyone knows Lovelace is a turkey but nvidia are going to market the hell out of it, the tech reviewers will be pushing it very hard.

always amazing to see you posting Jim, hope you are doing well!

Jim is back, and I still revere him as the best Tech Reporter in the Industry. All the love in the world goes to you Jim. You are an amazing gentleman.

Really looking forward to whatever info you have on RDNA 3 and your take on it, because from my armchair, it's looking like AMD is going to absolutely destroy nVidia this time around. Just look at Navi 32, which the leaked specs show as having 7680 FP32 units - dedicated ones, not the half-and-half of AD104. Ampere performance shows that the dual-function ALU's contribute about 25% on average to gaming performance at 4K (highest I saw reported in any game was 40%), which is easy to compute just by comparing the performance of the 2080 Ti to the 3080. Both cards have the same CUDA core count and run at the same clock speeds, but the 3080 has the extra FP32 capacity. So as a general rule, to get the effective shader count of an Ampere card, divide the marketed "CUDA core" count by 1.6. The performance shown by nVidia, in the only three games not using trickery, suggests this hasn't changed at all. But let's pad their numbers. Rather than 25% of that extra FP32 capacity being useful in games, let's say it's 50%. So divide the "CUDA core" count by 1.33 instead. That means the 4080 12GB has an effective shader count of 5760. It has a rated boost speed of 2.6GHz, but ever since they added their auto-overclocking feature, nVidia have never given accurate boost figures. Let's assume the card actually runs at 2.8GHz. That give it an effective compute capacity in games of about 32.25 TFLOP's (more than the 3090 Ti, but we're pretending the 4080 12GB is better than it actually is here). Now let's go back to Navi 32, with it's 7680 FP32 units. What clock speeds will it have? Given how high RDNA 2 clocks at 7nm, and how high Zen 4 clocks on 5nm, I think it's beyond reason to believe that AMD won't clock higher. But let's pretend it'll only run at 2.8GHz as well. That gives it a compute capacity in games of 43 TFLOP's. So using those guesstimates, which are more favorable to nVidia than I think is remotely realistic, we get a full Navi 32 card being 30%+ faster than the 4080 12GB in games. And how much does AMD need to charge for that Navi 32 card? The total cost of the GCD and MCD dies is around $25 higher than the cost of the GPU die of the 6700 XT, which was launched with mid-pandemic with a FUBAR supply chain at $479. Today, I think AMD could make a sizable profit pricing that Navi 32 card at $500. So it looks to me like AMD can put out a $500 card that will be 30%+ faster than nVidia's $900 card. It also looks like a full Navi 31 will be more than 20% faster than the 4090 with a total die cost $100 lower, but I'm less confident in performance scaling as the shader count goes so much higher. The new Infinity Cache is supposed to be much improved, but that's still a lot of shaders to keep fed with data. It just looks like AMD could crush nVidia on performance while undercutting them by a massive amount, but I can't help but wonder if there's a catch, or if the suits at AMD will utterly fail to recognize the potential in going for volume over individual unit profit.

is it just me, or is it that every time a gpu launch follows a mining wave, we get absolute crap? nvidia gets a year or two of great profits there, and then they try to carry those margins over to the next generation, just expecting us to swallow it. this time, they even flat out refused to make lower-tier products and are just selling the overproduced 30-series inventory for a while, for the same msrp those were released at two years ago i hope their own cards on the used market kill this whole thing off.

wassup Jim!! how lovely is ho hear from you mate!!! we missed you!!

The post title cracked me up. You really have a way with words and I like it!!

Aaaaaand.... "The RTX 4080 12GB is a fantastic graphics card, but it’s not named right. Having two GPUs with the 4080 designation is confusing. So, we’re pressing the “unlaunch” button on the 4080 12GB. The RTX 4080 16GB is amazing and on track to delight gamers everywhere on November 16th. If the lines around the block and enthusiasm for the 4090 is any indication, the reception for the 4080 will be awesome." 😂🤣😂😂🤣😂

As always, Jim nails the analysis and sadly the reality of nVidea marketing being parroted by mindless tech reviewers. Keep shining the light Jim. We need to see clearly.

I always miss you man. And when ever you upload its like Christmas for me. I love you commantary.

Welcome back, after enjoying your content for sometime, I finally subbed, and liked ofc! , don't vanish for so long next time :)

I'm soo onboard of the AMD train right now. Chiplets, efficiency and trying to beat 2 giants in the form of Intel and Nvidia that in the past (and present) have tried to destroy their competition with the worst practices ever, how some of the stuff they did was even legal and how AMD is still able to do what it does I can't really understand. I just hope AMD can take over more mobile and server marketshare (zen4(c) seems to be able to do that) and really hope they have an answer for CUDA/OptiX because Nvidia has an almost unbreakable armor in terms of that and the deals they can make with it (Vulkan/OpenCL/SYCL ?). I will still remain (perf/watt)/price but yeah... Lets hope Intel can make their GPU's competitive as well, I guess...

From memory FP32 was locked on Ampere to 1/2 of full potential and only available on professional cards. Maaaaybe if they use full AD102 to make Titan this time, instead of 4090 Ti, maaaaybe we will see it unlocked with drivers. If it doesn't require different die altogether. Also - congrats NVIDIA, you managed to drive out your closes partner EVGA. With friends like this who needs enemies?

Awesome to hear from you again Jim!

OMG!! Jim, I'm so glad you made this video. While watching the RTX 4000 Livestream, I kept thinking about what your take on this would be.

Been expecting this ... 😁😁 The 3090 Ti set an abysmal power & price : performance ratio, now they pick that ridiculous SKU to justify RTX 40. RTX 4078 192bit bus is -10% on a '90 in previous generation, around a 3080 so definitely only an '80 for $899 reasons. I am wondering how GPU chip scarcity turned into massive stocks of cards at AIB partners and apparently warehouses with stored GPUs chips within a few months Q2. MLiD talked often of "supply chain management" so possibly this price gouging tactic has backfired now.

Founder's Edition cards are still available at Best Buy. It's comical that these used to be "Limited". Their AIB partners can't be happy that even at the end of a series run Nvidia are still in direct competition with them. Crypto sent them into a feeding frenzy and they can't even distinguish between friend or foe.

God, it's good to hear your analysis and voice once again, Jim!

Good to see you again, i Adored your vlogs :) Looking forward to Intel arc 7 series card reviews, iv'e had it with the destructive duo.

There's a scary thought, triple slot gpu size for the founder edition of the 4000 series and you really have to wonder how big the custom cards are going to be like, the card is too big and probably going to be bigger once the partner cards are out, they also could be more expensive to boot lol. Everything I'm seeing about the new gen from Nvidia is looking like once massive blunder and It's going to be interesting to see if the fanboys fall for it again, especially with them naming the 4080 12 and 16GB models the same when looking at the specs, the 12GB model is more like the 4060 or 4070 but with a much higher price tag, this is all designed to push up the lower tier cards to the price point of the tier above and this is Nvidia treating its loyal fans like idiots. This is a carbon copy of what Apple did to smartphones, keep pushing the price up, create a cult following and keep squeezing them hard by bumping the price up gen on gen, loyalty does pay and that blind loyalty that many gamers had to Nvidia is paying hard against them and if they are not careful, this could really hurt the PC gaming industry as it's pricing it out for most gamers. It's going to be interesting to see what AMD does, because if they deliver a doubling in performance, they have a massive opening here to score a PR win against Nvidia and it could move the needle in AMD's favour to gain market and mind share which is desperately what they need and all AMD has to do here is deliver, offer an attractive price point and some good marketing as Nvidia are messing up so badly here that it's more or less giving the game to AMD, let's see if AMD are smart enough to see it and take advantage of it or will they do what they've been showing the last two years and get greedy. I do know one thing, if AMD charges a little less than what Nvidia is charging for the next gen of cards, Nvidia will be laughing all the way to the bank because they know it's not going to change anything on the market share, if AMD really wants to change the game and gain market and mind share, they either have to blow Nvidia away with much better performance or they have to offer a much better price point, they've not done either the last few gens and the market share has not moved. So this is your chance AMD, don't mess it up, you've got a chiplet design, likely a smaller die, AMD likely can afford to sell them much cheaper than Nvidia can, this is the right time to think big picture and not short term profits, gain as much market and mind share as they can because that will deliver a lot more profit long term. As for those partner cards, they've only got themselves to blame for getting into bed so much with Nvidia when really the smart thing for them to do is to push rival cards hard in the market with the aim of balancing the market so they can play them off each other, all they did is become the lapdog of Nvidia and Adored did warn them about this years ago, maybe now they might start to learn but I doubt it lol.

Can you make an video on AMD - how they promised more cores for less, but here we are - zen4, no increase in cores for desktop/mobile user while paying more.

Great to see you back for another video! Perfect timing as usual! ;)

I'm glad you have kept doing tech videos. You're the only youtube personality that makes anywhere near the research effort I do, thus you often reach the same conclusions. You doing these videos is the only thing that keeps me from doing them. And yes, that does make you Cassandra. But keep it up anyway. Some of us are paying attention.

I can absolutely see nvidia slashing their prices in one year and acting like they are a savior of the poor and we should thank them.

For me as consumer bigger problem is that Nvidia is selling 2 cards with same name (only different memory size) which are not same in performance. For me is misleading, and this should end in court IMO. What chip name is, bus size etc is not important from this perspective, only that they misleading consumers.

EVGA were the only reason I was a returning Nvidia customer. I'm gutted they won't be moving to AMD so sadly it's the end of an era... It puts AMD cards back on my radar but losing that good Evga warranty is a disaster for me.

Great video. Glad to see you back.

1100 euros for worse than 3090ti performance... yikes. I bought a 6750xt for 450eur last week, since there's nothing priced sensibly where I live second hand (or new) and mid range rdna3 shouldn't come out until next year plus we'll get screwed by currency conversion rates as well. Btw really nice surprise to see another upload from you Jim, I was literally rewatching a video of yours about undervolting the rx 480 an hour ago, that I had originally watched 6 years ago lol, since I'm using an rx 570 atm. Really looking forwards to that GPU chiplet speculation video ;).

I would love an EVGA 7900xtx

great to hear from you again Jim.

I re-watched your video about the 3090 a day or two ago, seeing as to how relevant it remained. Glad to see a new video from you.

Don't forget that most of the gains that will come for the 4000 series, will be thank to crippling performance on previous generations due the upcoming drivers.

Your videos are like an oasis in the RU-vid desert.

Waiting so long Jim, finally we got this type of video again :)

Hiya Jim! Good to hear your voice...hope you are in good health and spirits these days :)

Nice to hear ur voice again cant wait for the next video! cheers.

Long time no see, thanks for the video!

Love you Jim, you are my favorite scottish accented tech youtuber of them all, and i can't wait to see more of you in the coming months. Much love and keep strong!

OH GOD IM SO HAPPY TO HEAR YOUR VOICE AGAIN! Life is to short I miss your videos!

Glad to hear back from you good sir.

When I saw this video pop up on my feed, I initially thought it was just RU-vid recommending an old video. But what's this? It was posted today!?. I click, and my ears are blessed with the dulcet tones of "all right guys, how's it goin?" And suddenly, it was a good day.

Great to hear you again!

Regards Jim, good to hear your voice.

gained a new subscriber with this one, cheers from USA!

Great video as always. Thanks Jim 👍 😊

im happy to see you returned. love your videos!

I've subbed because im someone who did all this research myself and compliled it all together to get my thoughts. Why spend the hours doing that when i can watch a video of you doing all the hard work for me! 🤣🤣 Keep up the good work brother!