SemiAccurate is hearing of a serious problem affecting Nvidia’s GPU supply. If this turns out to be what SemiAccurate’s sources are describing, it may change the GPU market for the rest of the year.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

Note: The following is analysis for professional level subscribers only.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate

Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also a council member with Gerson Lehman Group. FullyAccurate

Latest posts by Charlie Demerjian (see all)

• More on Intel’s 10nm process problems - Sep 17, 2018
• Intel puts out another 14nm 2020 server platform - Sep 11, 2018
• Why Can’t Intel Supply Enough 14nm Xeons? - Sep 10, 2018
• Intel can’t supply 14nm Xeons, HPE directly recommends AMD Epyc - Sep 7, 2018
• AMD reintroduces the Athlon name with two CPUs - Sep 6, 2018