NVIDIA Has Overrun the Market
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NVIDIA is absolutely everywhere. They've flooded-out competition in the gaming space for years, and we wouldn't be surprised if NVIDIA applies a similar total market assault to AI or other sectors. Today though, we're focusing on how NVIDIA has overrun AMD (and, to a less observable extent, of course Intel Arc) in the gaming GPU business. #NVDA has been stretching some of its launch timelines and overlapping its GPU generations more lately, and we think they might be using the prior generation to fulfill the low-end market for the current options. This video makes a number of judgment calls on analyzing data over about 14 years for NVIDIA vs. AMD launches, embargo dates, and prices. We cannot perfectly encapsulate everything because it requires subjectivity to determine which cards qualify for analysis, but we think this gives a good overall picture.
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Watch the interview with Gordon Mah Ung (PC World) where he talks with us about Intel Arc's market position -- super entertaining and insightful! • Round 4: "Is Intel Actually Screwed?"...
Watch our video about NVIDIA's AI and how it's on another planet: • NVIDIA Is On a Different Planet
Updated the title: It was "NVIDIA Has Flooded the Market" (meaning to overrun or overwhelm with options, as they've done). Some pointed out that this has a specific economic meaning with a specific definition. Updated for that reason. Thanks!
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TIMESTAMPS
00:00 - NVIDIA Flooded the Market
02:11 - Checking for Confirmation Bias
04:16 - NVIDIA's Media Strategy
07:21 - NVIDIA vs. AMD Marketshare
09:20 - Counting Methodology & Choices
11:48 - NVIDIA Generational Duration & Time Between
16:05 - AMD Generational Duration & Time Between
17:19 - Launch Strategy Comparison
21:05 - Price Comparison & Increase
22:46 - Inflation Adjustment
23:09 - Conclusion
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Steve Burke: Writing, Host, Editing
Jeremy Clayton: Writing, Research
Vitalii Makhnovets: Video Editing