Góðar GPU fréttir, eftirspurn farandi minnkandi

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Góðar GPU fréttir, eftirspurn farandi minnkandi

Pósturaf BITF16 » Mið 29. Sep 2021 09:01

Nvidia: The Imminent Ethereum 2.0 Risk
Sep. 28, 2021 4:44 PM ETNVIDIA Corporation (NVDA)ETH-USD64 Comments11 Likes

https://seekingalpha.com/article/445755 ... m-2-0-risk

" Summary
In 2018, NVDA got punished because of a drop in GPU demand as a result of a cryptocurrency crash.
Now, in the near term, NVDA again faces a potential drop in GPU demand.
This drop in GPU demand will happen even without a cryptocurrency crash.
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There's a potential near-term risk emerging for Nvidia (NVDA). This risk is tied to Ethereum (ETH-USD) and is likely to materialize in a few months at best.

... The Ethereum 2.0 Merge, set for early 2022, will create a sudden destruction of demand for GPUs which will likely be felt by Nvidia.

This is both a real risk for Nvidia’s fundamentals and also a potential bearish thesis which will gain strength into December 2021 / early 2022, as the event draws nearer.

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Re: Góðar GPU fréttir, eftirspurn farandi minnkandi

Pósturaf worghal » Mið 29. Sep 2021 09:11

CPU: Intel Core i7 6700K MB: Asrock Z170 Extreme4 GPU: Asus GTX 980 Strix RAM: Corsair Vengeance LPX 2x8gb 3200Mhz CPU Cooler: Noctua NH-D14 Sound: Asus Xonar STX - HD380PRO - Yamaha HS7 CASE: Bitfenix Shinobi XL

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Re: Góðar GPU fréttir, eftirspurn farandi minnkandi

Pósturaf gunni91 » Mán 11. Okt 2021 20:47

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Re: Góðar GPU fréttir, eftirspurn farandi minnkandi

Pósturaf jonfr1900 » Þri 12. Okt 2021 01:44

Skorturinn á kubbasettum er versnandi eins og er. Þó svo að eitthvað sé að slaka á framleiðslu rafmynta tímabundið.

The chip shortage is getting worse (Vox)