Nvidia GeForce Twitter taken over by Project Beyond
New cards or something new to move inventory?
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Late last night (for us) the Nvidia GeForce on Twitter tweeted out a video of Project Beyond. Its branding has also changed throughout the page.
It also has been tweeted by other Nvidia GeForce accounts across the globe. And there is not a lot of other information to go alongside it.
This teaser has appeared 12 days before the next big Nvidia talk. As the GTC keynote is going to take place on 20th September at 4 pm BST/8 am PDT.
So it may be expecting to launch something or preparing to show something off then. Some have speculated the launch or show off of the RTX 4000 series. However, we’re not even sure it will be launching this year.
Especially looking at the current market situation. There we see a return of stock for the 30 series cards and better pricing. With plenty of discounts being thrown out for the high end. Along with the return of promotions and game bundles.
Therefore, we will have to sit and wait to see what to expect from the manufacturer soon enough.
Nvidia market manipulation
One reason we may not see the new generation of cards is what Jensen said at the recent Q2 earnings call.
In a recent video, JayzTwoCents talks about and explains what actually happened during the GPU shortage.
In it we see Jensen say Nvidia will limit sell-ins and let the channels sort themselves out. This means it will reduce the number of cards it will sell to AIB partners and restrict the number of cards ending up on shelves again.
But more importantly, Jensen also mentioned that Nvidia is sorting the channels for the next few months. This is in preparation for the release of the new generation next year.
We’ve reduced sell-in to let channel inventory correct and we’ve implemented programs with out partners to price position the products in the channel in preparation for our nex generation.
All of this we anticipate were working towards a path to being in a good shape going into next year.
Jensen Huang, NVDA Q2: 2022-08-24 Earnings Summary
In it, Jensen also says he looks forward to talking about it at GTC. So although the cards may not launch we do still expect to hear something about them at the conference.
