NVIDIA’s next-gen Ada Lovelace GPUs may get delayed to the very end of 2023, reports Tom from MLID (source below). According to the YouTuber, several AIBs are facing an oversupply of RTX 3080, 3090, and other high-end Ampere SKUs, making it near-impossible to sell them at profitable prices in the short interval leading to the RTX 4090/4080 launch. Stocks of entry-level Turing cards are also making life hard for OEMs, although these should be less of a concern as won’t be seeing the budget Lovelace cards anytime soon.
Board partners have reportedly been forced to swallow tens of thousands of high-end RTX 30 series GPUs (which is likely an exaggeration on their part) they didn’t want, and are finding it hard to sell them above MSRPs, something they’ve gotten used to over the last couple of years.
There is leading to a bit of confusion regarding the Lovelace launch as some sources expect a delay to late Q4 in order to clear inventory. Some others, including Igor’s Lab, maintain the originally predicted launch window of September-October. Meanwhile, MLID predicts a paper launch at the beginning of Q4 with volume shipments hitting retail in the holiday season.