Summary of RTX 4090 & A770 Margins Leak: Are Nvidia and Intel making big profits this Fall?

00:00:00 - 00:20:00

This video discusses how Nvidia and Intel are making profits this fall, with Nvidia's margins being higher than Intel's. It also discusses how AMD is able to undercut Nvidia with impressive efficient graphics cards. However, Intel is only able to make money on lower-end cards and drivers, and high-end cards are not profitable for them.

• 00:00:00 The video discusses how AMD's recent price cuts for the RX 6000 series may lead to better margins for the company in the short term, as RAM prices have quadrupled and shipping costs have skyrocketed. The 6600 XT is now worth considering, as it is 20-30% stronger than the 6600 non-xd and has similar performance to a 3060 TI.
• 00:05:00 This video discusses how AMD and Nvidia are likely making profits this fall, with AMD maintaining prices for their rdna2 lineup and Nvidia having announced their new level a series of graphics cards. Sources report that AMD is expecting to have skus at MSRP and that Nvidia's margins are still acceptable.
• 00:10:00 Intel is releasing new graphics cards, the Lovelace, which have more expensive parts and higher margins. The RTX 4090, which costs over $1,600, is more expensive to make than the RTX 3090, but Nvidia states that it costs more to make because it has more RAM and a more powerful chip. The 4080, 4070, and 4060 GPUs are all available for sale for around $350, making Nvidia slightly profitable on each. The Alchemist cards, which are designed to compete with Nvidia's RTX cards, are available for sale for prices between $349 and $449, with a theoretical profit margin of around $320. The a770 and a778 GPUs are likely to be sold for around $350, making Intel a small profit on each.
• 00:15:00 According to the YouTube video's narrator, Nvidia is losing money on its upcoming RTX 4090 and A770 graphics cards, while Intel is making profits. This information is based on information he has obtained from talking to people at Intel. He also speculates that Intel will launch a low volume launch of the remaining lineup of products, including the A770 for retail, sometime between the end of September and possibly as late as the first half of October. Alchemist, the purported successor to Nvidia's Maxwell graphics processor line, is reportedly being rejected by Intel for months due to stability issues in its retail systems. Meanwhile, desktop discrete graphics cards based on Nvidia's new Lovelace architecture are apparently being dumped into OEMs. There is little optimism surrounding the future of Axg, the name given to Nvidia's upcoming graphics processor line.
• 00:20:00 This video discusses how Nvidia and Intel are making big profits this fall, with Nvidia margins being higher than Intel's. It also discusses how AMD is able to undercut Nvidia with impressive efficient graphics cards, such as the 300 6650 XT. However, Intel is only able to make money on lower-end cards and drivers, and high-end cards are not profitable for them.