Has anyone done analysis on this? My layman's assumption is that with the shortages and gouging/scalping over the past two years, an awful lot of people decided to tough it out on their 10-, 16-, and 20- series cards, and now the narrative is that the shortages are over (whether or not the actual prices really back that up) and those people who skipped a generation or two are now emotionally and financially prepared to "treat" themselves to the new top of the line.
If this is it, though, it seems weird that it could really have caught Nvidia by surprise. Don't they have driver-level telemetry that would show them all those older cards plugged into new-chipset motherboards, and could give them some indication of demand?
Has anyone done analysis on this? My layman's assumption is that with the shortages and gouging/scalping over the past two years, an awful lot of people decided to tough it out on their 10-, 16-, and 20- series cards, and now the narrative is that the shortages are over (whether or not the actual prices really back that up) and those people who skipped a generation or two are now emotionally and financially prepared to "treat" themselves to the new top of the line.
If this is it, though, it seems weird that it could really have caught Nvidia by surprise. Don't they have driver-level telemetry that would show them all those older cards plugged into new-chipset motherboards, and could give them some indication of demand?