Image: NVIDIA

Moore’s Law Is Dead has shared a new video that provides insight on NVIDIA’s so-called “Ultimate Play,” which alleges that the company is purposely holding back stock of GeForce RTX 30 Series graphics cards for manipulative purposes (e.g., creating artificial shortages to spur increased pricing and impulse buys).

Moore’s suggests that NVIDIA’s alleged plans are coming to a crescendo soon due to the impending launch of AMD’s Radeon RX 6000 Series. What will supposedly happen is that in early November, green team will flood the market with GeForce RTX 3080 (300,000+), GeForce RTX 3090 (30,000+), and GeForce RTX 3070 (“boat load”) cards in an attempt to inundate Big Navi.

Some reports have suggested that GeForce RTX 3080 and GeForce RTX 3090 production is being hampered due to a shortage of GDDR6X, but Moore’s says that’s “bullsh*t.” Actually, it’s kind of true, but he alleges that NVIDIA has been intentionally controlling the supply of GDDR6X to limit Ampere availability – in fact, the company has supposedly confirmed to at least one AIB/AIC that there will be “ample supply” in Q4.

Moore’s also claims that the 20 GB models of the GeForce RTX 3080 will be released for around $850 to $1,000. These versions will be sold exclusively by third-party manufacturers.

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31 Comments

  1. That is plausible. The initial batch exists only to grab headlines and reviews, the actual cards you’ll be able to buy will be much more expensive.
    1. His last conspiracy theory made sense. This one is much more plausible because it has a path to benefit for nvidia.

      Namely that they release the $699 tier cards oo get headlines with the performance and price and establish price pressure on AMD. AMD releases and announces a price, and then they let loose the 20GB parts at a higher price.

      The only way we get close to his originally conspiracy theory is if the 10gb cards suddenly dry up and the 20gb cards have more margin. Honestly, if they are flooding the market with $850 20gb parts, who cares? If it performs better and is available, it beats the heck out of the scalpers. If the 10GB parts remain available, then it’s just nivida causing some pain screwing over AMD.

      personally my concern is if everything shifts to the high memory configs. We already see cards being throttled over power consumption and more ram doesn’t mean less consumption. If you aren’t using the extra ram heavily and it reduces overhead it may not be a desirable thing for most people.

  2. Well this sort of goes with my presonal conspiracy theory that this launch, and supply fiasco, was at least in part of a grander scheme to affect people’s buying decisions in relation to Big Navi’s launch. Seriously like watching a game of poker.
  3. I’ve also noticed how it seems the three big US vendors, more or less, stopped getting re-stocked in the last two weeks. The last thing I’ve seen move was a 3080 on NewEgg on 10/5(at least as of this morning).
  4. They have to ship to flood a market. They haven’t proven they can do that yet with the lower speced card. It’s a conspiracy theory stretch to assume they are doing that intentionally, and would have sufficient stock to flood with a part that contains even more of one of the commodity items that is in scarce supply.
    That said, I have no doubt they would paper launch yet another SKU (not to get caught up in a pedantic rehash of the word “refresh”) just to interfere with an AMD rollout – that serves their best interest even if they can’t ship product.
  5. My hope against hope is that AMD pulls a rabbit out of their collective a@s and
    actually has a stout card in the 6900 XT and enough product to drown nvidia in their own sh!t.
    Ha……you can only dream.
    Actually my Christmas list has one 3080 Ti and one 6900 XT come on Santa.
  6. They have to ship to flood a market. They haven’t proven they can do that yet with the lower speced card. It’s a conspiracy theory stretch to assume they are doing that intentionally, and would have sufficient stock to flood with a part that contains even more of one of the commodity items that is in scarce supply.
    That said, I have no doubt they would paper launch yet another SKU (not to get caught up in a pedantic rehash of the word “refresh”) just to interfere with an AMD rollout – that serves their best interest even if they can’t ship product.

    "Conspiracy theorists" often turn out to be people who are correct too early. There has been speculation since the initial 3080 launch that nVidia would pull something like this. It would not surprise me if they held back chips for the higher VRAM cards. Time will tell.

  7. I won’t deny that occasionally a “crackpot” gets it right, but I don’t know that I’d go so far as to say “often”
  8. It only makes sense for AIBs to hold back ‘flooding’ the channel if you can make a lot more profit selling 20GB cards.
    This really isn’t a conspiracy.

    I think everyone is waiting on the 16Gb GDDR6X memory chips from Micron.

  9. Well this sort of goes with my presonal conspiracy theory that this launch, and supply fiasco, was at least in part of a grander scheme to affect people’s buying decisions in relation to Big Navi’s launch. Seriously like watching a game of poker.

    This is why healthy markets need more than two major competitors in order to stay healthy.

    There are too many attempted gotchas, power plays and consumer manipulations.

    This sort of thing is much more difficult to pull of when there are more players in a market.

    All I want is a honest company that is going to sell me a product at a price that allows them to make a fair profit, without all the cloak and dagger, lock-ins, lock-outs and other manipulations.

    Is that really too much to ask?

  10. This is why healthy markets need more than two major competitors in order to stay healthy.

    There are too many attempted gotchas, power plays and consumer manipulations.

    This sort of thing is much more difficult to pull of when they are more players in a market.

    All I want is a honest company that is going to sell me a product at a price that allows them to make a fair profit, without all the cloak and dagger, lock-ins, lock-outs and other manipulations.

    Is that really too much to ask?

    Well said and I totally agree. It’s pretty ridiculous to be witnessing these antics. It’s like the stuff out of a bad t.v. movie of the week. You know, the ones not quite good enough for the weekend but just randomly get broadcast on a Wednesday or something.

  11. The only way any of it makes sense is if stock of Ampere GPUs appears just as Big Navi stock appears.
  12. It only makes sense for AIBs to hold back ‘flooding’ the channel if you can make a lot more profit selling 20GB cards.
    This really isn’t a conspiracy.

    I think everyone is waiting on the 16Gb GDDR6X memory chips from Micron.

    keep waiting, rumors say Q3 at the earliest. Its not even officially announced by micron.

  13. DDR6X still hasn’t entered main stream production – even the 8GB part is still listed as only sampling for prototype use. There were never any manufacturing level yields to speak of.

    It’s possible the status of this web page is out of date, but …. we still have no cards, and no official reason why, this is the conspiracy theory I choose to believe.

    This is exactly why I think a new SKU with even more RAM is lunacy, or at best a sheer marketing paper launch… much like the lower VRAM 3080 has proven to be to date. You can hold back all the GPU bins you want from Samsung, but with no GDDR6X, you still aren’t putting out cards.

  14. This theory only works if NVIDIA were the only manufacturer of these cards. But it wouldn’t explain MSI, EVGA, Asus, Gigabyte, etc. all selling out.
  15. So the conspiracy theory will be ‘ proven ‘ if we see the flood of high gb high price cards… We will see. It is logical to think that if they having trouble now, the should have trouble in November also, as there’s never been magic ramp ups in the pc world… If there is a magic ramp up of these even higher memory cards, then very clearly it was a dirty trick to increase prices.
    If there is no dirty tricks, Nvidia could see themselves in a shortage vs a hard launched powerful card from AMD (hopefully not another soft quasi paper launch)
  16. This theory only works if NVIDIA were the only manufacturer of these cards. But it wouldn’t explain MSI, EVGA, Asus, Gigabyte, etc. all selling out.

    NVIDIA manufactures and distributes the processor package to AIB manufacturers. Same with Micron and GDDR6X. AIB manufacturers are producing cards as fast as they can based on the supply coming in.

  17. So the conspiracy theory will be ‘ proven ‘ if we see the flood of high gb high price cards… We will see. It is logical to think that if they having trouble now, the should have trouble in November also, as there’s never been magic ramp ups in the pc world… If there is a magic ramp up of these even higher memory cards, then very clearly it was a dirty trick to increase prices.
    If there is no dirty tricks, Nvidia could see themselves in a shortage vs a hard launched powerful card from AMD (hopefully not another soft quasi paper launch)

    While the higher GB card might be more expensive, I’m not so sure Nvidia makes more money on them as the BOM goes up and I"m thinking the memory they use is not cheap.

    I would not be surprised if the current lack of cards is due to them basically discontinuing the current 3080 for a 20 GB if indeed they want to launch those to at least have some semblance of inventory if they are having issues with getting enough supply of their GPU’s.

  18. While the higher GB card might be more expensive, I’m not so sure Nvidia makes more money on them as the BOM goes up and I"m thinking the memory they use is not cheap.

    I would not be surprised if the current lack of cards is due to them basically discontinuing the current 3080 for a 20 GB if indeed they want to launch those to at least have some semblance of inventory if they are having issues with getting enough supply of their GPU’s.

    They might make more money on FE cards, but the article says higher memory versions of the 3080 are board partners models only.

    So it’s the board partners who will make more money, not Nvidia. They will still just sell the GPU package. Unless they have some weird provisions in their license/supply agreement where they take a portion of every sale, not just sell the parts.

  19. They might make more money on FE cards, but the article says higher memory versions of the 3080 are board partners models only.

    So it’s the board partners who will make more money, not Nvidia. They will still just sell the GPU package. Unless they have some weird provisions in their license/supply agreement where they take a portion of every sale, not just sell the parts.

    If it comes to pass that there is better availability of the 20gb cards than the 10gb cards I’ll call it profiteering. Then again the cards are not a NEED so it’s only somewhat dirty pool.

  20. for all we know the contacts with AIB’s only covered 3080’s in the 10 GB form. Nvidia could have restructured those contracts for the 20 GB variant to charge more per GPU package.
  21. for all we know the contacts with AIB’s only covered 3080’s in the 10 GB form. Nvidia could have restructured those contracts for the 20 GB variant to charge more per GPU package.

    I think if Nvidia says jump, AIB ask how many milimeters. So absolutely.

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