• Competitor rules

    Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.

EVGA terminates relationship with NVIDIA

Didn't Steve say EVGA told their staff a couple of hours before the videos went live?

This was one of Jayz points of contention on his podcast thing (don't usually listen to the guy) as well as the huge layoffs as there is no way to reallocate that many staff connected with the GPU division.
 
Well, this is mainly the result of a near monopoly on Nvidia's part, capitalism at its finest.

Due to their 80/20 GPU share, they really don't give a **** about anything or anyone, because they know people* will continue to buy their product, no matter who or what they stomp on in their pursuit of increased profits.

* Me included. :/
 
Paul from Toms Hardware in this video gives some amazing insight on how the supply chain works. It's not new information but good to hear someone confirm the issues. It's obvious he has a lot of connections and experience as a proper tech journalist.


If I was EVGA I would quit as well if nvidia is going to force AIBs to buy parts at pre-set prices and then sell them at massive losses. It isn't just the GPUs but the DRAM is also at inflated prices and also potentially power delivery components.
 
Last edited:
One of the comments in Jay's video, is that true? I do remember something like that.
I got one through their queue system. It was for elite members (anyone could become an elite member by merely creating an account). But EVGA were focused so much on NA, the EU barely got any cards making the system 99% pointless for us.
 
You can't put AMD in the same basket as Nvidia.

When Nvidia acquired 3DFX, they refused to release Voodoo driver updates. Proof that Nvidia don't care about it's customers.

When AMD acquired ATI, they continued releasing Radeon driver updates for a long time.
Hardly the same thing. AMD didn't have their own competing part, they acquired ATI and carried on running ATI, just changing the name over time.
 
Or now that mining bubble has burst and evga is stuck with lots of ampere stock they want out of a declining sector. Would be far better for nvidia to ditch all aib partners and just focus on founders cards which are cheaper than aib alternatives. Founders are always sold out
 
The Tom's video is also referencing JPR reports. Unfortunately most of it is behind a paywall.


This slide sums it all up....

Margins:
Nivida year 2000 : 38%
Nvidia board partners year 2000 : 25%

Nivida year 2022 : 65%
Nvidia board partners year 2022 : 5%

Nvidia want to get to 70%, the only way that will happen is board partners are at 0%

Once board partners have nothing left, can always squeeze more from Nvidia fans, how much do you like DLSS? Come on, its not enough, Nvidia wants more, pay up. Crypto miners paid, why wont you?


024u1wm.png
 
Last edited:
Or now that mining bubble has burst and evga is stuck with lots of ampere stock they want out of a declining sector. Would be far better for nvidia to ditch all aib partners and just focus on founders cards which are cheaper than aib alternatives. Founders are always sold out

But founders cards are normally expensive than AIB. What you're asking will push prices up.

This generation is unusual with Founders priced lower but that's just because Nvidia set an MSRP and had to stick to it.
 
Or now that mining bubble has burst and evga is stuck with lots of ampere stock they want out of a declining sector. Would be far better for nvidia to ditch all aib partners and just focus on founders cards which are cheaper than aib alternatives. Founders are always sold out
EVGA could always sell after market coolers that replace the stock one as a third party or something
 
This slide sums it all up....

Margins:
Nivida year 2000 : 38%
Nvidia board partners year 2000 : 25%

Nivida year 2022 : 65%
Nvidia board partners year 2022 : 5%

Nvidia want to get to 70%, the only way that will happen is board partners are at 0%

Once board partners have nothing left, can always squeeze more from Nvidia fans, how much do you like DLSS? Come on, its not enough, Nvidia wants more, pay up. Crypto miners paid, why wont you?


024u1wm.png

Love to know how JPR have access to each of the companies involved accounts/financials to produce such data, are they all public record :confused:

Who uses two shades of similar blue on a full-colour slide with this little data?
 
This was one of Jayz points of contention on his podcast thing (don't usually listen to the guy) as well as the huge layoffs as there is no way to reallocate that many staff connected with the GPU division.

They'll be fine I hear someone is having issues with their new line of GPU's and need help.
 
nothing from LTT is worth watching.

Actually I agree with you most times, but sometimes they have some rare good topics with some inside information. Linus has been at it a while and has many contacts in the industry real contacts not MLID fake contacts that he pulls out of his rear.

Reason I said watch it was because he had scripts for nvidia videos on such topics that never got made into videos and information from AIBs and people in the industry.
 
Or now that mining bubble has burst and evga is stuck with lots of ampere stock they want out of a declining sector. Would be far better for nvidia to ditch all aib partners and just focus on founders cards which are cheaper than aib alternatives. Founders are always sold out
They made this decision back in April or June, well before the mining bubble burst so it's very unlikely to have anything to do with that, unless EVGA's CEO has a crystal ball.

Also, not related to what you said but just addressing what I've seen some people say/ask. From what i understand they've no plans to start making AMD or Intel cards because their CEO seems to be concerned that Nvidia will blacklist EVGA employees, effectively making it very hard, if not impossible, to ever work for another graphics card company ever again. Going on what others have said in the past, Hardware Unboxed and this week LTT Wan show, such a thing seems very plausible.
..are they all public record
Nvidia financial reports are, don't know if all AIB's are though.
 
Last edited:
Back
Top Bottom