In the wake of the (somewhat inaccurate) news of the GT200 parts being discontinued we hear that many partners have ordered significant quantities of NVIDIA's new Fermi GPU. In some cases it was ordering Fermi that caused the shortage of GT200 GPUs in the first place. According to a few sources that we spoke with they anticipated delivery of Fermi GPUs earlier as such they were shifting from production of the GTX 260, 275 and 285s for the holiday season.
As such many manufacturers have had to shift allocation from their EMEA divisions to the US to meet demand there this has caused a false famine in parts at some companies.
Now while all of that is interesting, it does point out one thing. The GT300 appears to have been pushed back from the original production date. We have heard that originally GT300 was supposed to launch around the end of October. Now the time for the public launch is sometime in the middle of November. This could be the reason for the early demo of the Fermi Architecture instead of an actual launch.
All of that aside, OEMs are very eager to get their hands on Fermi. All of the ones we spoke to believe the GT300 will be quite the performer once they are able to get it out in the stores. The Fermi team has their work cut out for them as they still have yet to show Fermi Running DX11 or any type of real gaming performance. We hope they are up to it though, as it is sort of boring in a one sided GPU world.