After the release of the financial report this week, NVIDIA's share price suffered a significant decline, which attracted the attention of investors. At the financial report meeting, many statements made by NVIDIA CFO Colette Kress were thought-provoking. For example, she mentioned that NVIDIA's inventory cost increased in this quarter because the company is coping with the complex and thorny supply chain environment and semiconductor industry.
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Kress said that when the supply chain is uncertain, the company will increase the order quantity, but these decisions will bring the risk of oversupply, resulting in an increase in inventory. In her opinion, NV judged that the supply of graphics cards in the second quarter has tended to be normalized. As for how cryptocurrency will impact the game market, it is difficult to quantify.
Obviously, nvidia is suffering from over stocking, which is likely to bring more side effects. For example, in some markets, the price of RTX 30 graphics cards is falling sharply, which is an example of oversupply
To make matters worse, in order to help digest these inventories, it is rumored that NVIDIA has planned to postpone the launch time of RTX 40 until next year at the latest.
