Too few GPUs? For NVIDIA it will be better from the second half of 2022
And the CFO of NVIDIA, Colette Kress, indicating the second half of next year such as the period from which the availability of GPUs on the market will gradually begin to return to the standard. Specifically, it will be from that moment that the availability of NVIDIA GeForce GPUs will improve.
The announcement, made during the USB Global TMT conference that is taking place these days, gives hope that the dynamic of reduced availability combined with prices well above the list price that has long characterized the video card market may reach the term.
In fact, for several months the retail prices of video cards have been absolutely out of control, with purchase values that are well above the official price lists. In addition to this, however, it becomes difficult to buy a video card: even at much higher prices, in fact, consumer demand remains higher than the overall offer.
In any case, it is necessary to understand to what extent NVIDIA, but the same reasoning can be made for the competitor AMD, it has intervened with its partners to ensure adequate production volumes for its GPUs. Given the difficulty of obtaining higher GPU volumes in the short term it is conceivable that NVIDIA may have entered into long-term supply agreements that for the current scenario and the long times required for the production of GPUs in foundries will begin to generate positive effects only in the second half of next year.