Nvidia warns of gaming GPU shortage this quarter, recovery in early 2025 — Chipmaker rakes in record profits as net income soars by 109% YoY

Nvidia's CFO expects weaker gaming GPU revenue in Q4 24 due to a supply-demand mismatch. A decline in production and supply of Ada right before the Blackwell launch makes sense, especially with the apparent delays in getting RTX 50-series out the door.