
At an analyst conference hosted by J.P. Morgan, NVIDIA CEO Colette Kress said that NVIDIA may restart production of mining-specific GPUs if the demand is large enough. These are basically customized video cards without display connectors, a feature not necessary for the mining market. Miners only care about the compute capabilities of GPUs, so there's also a small opportunity to recycle some GPUs that aren't fit for the gaming market.
However, Kress says NVIDIA has limited visibility on how much of the GeForce RTX 30-series cards are sold to miners. NVIDIA does not believe demand from miners is a large part of its business today:
"If crypto demand begins or if we see a meaningful amount, we can also use that opportunity to restart the CMP [mining-specific GPUs] product line to address ongoing mining demand," said Colette Kress, chief financial officer at Nvidia, at the 19th Annual J.P. Morgan Tech/Auto Forum Conference (via SeekingAlpha).Source: Tom's Hardware
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"We don't have visibility on how much of the GeForce RTX 30-series end demand comes from mining," said Kress. "So, we don't believe it's a big part of our business today. Gaming demand is very strong, and we think that's larger than our current supply."