Latest news items indicate they are now leaving the hash rate untouched on founders edition, the AIB’s *will* be labeling the LHR cards and also Nvidia is leaving it up to each AIB to decide whether to implement it (not sure of this last bit) and if so how much of inventory to devote to it etc.
My take: My guess is that AIB’s are selling every last pro-miner gpu they have.
This leaves a decision with GeForce cards. Should an AIB make an LHR a big part or inventory or not? Econ 101 says no.
AIB’s have been raising MSRP over time – assuming Nvidia isn’t charging them more money (or discounting the LHR chip cost to the AIB) – then an AIB labeling a card “LHR” does only one thing. Lowers its value by shifting the demand curve to the left (smaller market – fewer miners – who can’t get their mitts on sold out pro miner cards anyway). Lower value equals less margin – a LHR card can’t sustain the same increased MSRP.
My guess is we will see very few LHR cards – more lip service than anything.