As NVIDIA gears up for the mass production of its new GB300 AI chip, reports suggest that the company will significantly reduce its output of the GeForce RTX 50 series GPUs.
Sources indicate that NVIDIA is expected to cut production in China by approximately 20-30%, prioritizing the development of AI chips over its consumer graphics card line.
Given that much of NVIDIA’s revenue is derived from its Data Center segment, this strategic shift comes as no surprise, but it raises concerns about the availability of the GeForce lineup in the near future.
A leaker on Board Channels revealed that NVIDIA has decided to ramp down the production of the upcoming RTX 50 series in favor of its AI chips, which include the existing GB200 and the China-exclusive B40, along with the soon-to-be-launched GB300 slated for mass production next month.
In light of these changes, important notices from upstream manufacturers indicate that the supply of the RTX 50 series GPUs has already encountered issues.
Although the complete RTX 50 product lineup has been largely released, the production lines have experienced instability, resulting in a tightened supply.
Reports show that GPU shipments for the RTX 50 series in China have declined significantly from May to June, with estimations suggesting a reduction of around 20-30%.
While the specific reasons for this dwindling supply remain unclear, the overwhelming demand for AI chips evidently plays a crucial role in this scenario.
Worldwide, the situation surrounding the GeForce RTX 50 series continues to be challenging, as gamers and enthusiasts struggle to find the GPUs at their Manufacturer Suggested Retail Price (MSRP).
In many cases, prices have risen by 20% or more above MSRP, with some models costing up to 1.5 times their intended price.
This troubling trend is exacerbated by the increased focus on AI chip production, which has become a core area of interest for NVIDIA.
As for the Blackwell chips, the GB200 and GB300 are not officially banned in China, although their availability may be restricted due to recent U.S. export regulations.
To accommodate the budget segment, NVIDIA had previously introduced the H20 chip, which performed exceptionally well in the market.
However, due to the ban, the company is actively seeking alternatives for the Chinese market.
One potential solution is the RTX PRO 6000D, also known as the B40, which may serve as a more affordable option domestically.
As NVIDIA reallocates its resources, the implications for the GeForce RTX 50 series are evident with the dramatic cut in the supply chain.
While the overall production remains ongoing, the necessary adjustments align more closely with the burgeoning demand for AI technologies rather than traditional gaming graphics cards.
In conclusion, the future availability of the RTX 50 series may remain constrained as NVIDIA enhances its focus on AI chip manufacturing, leaving many to wonder how this shift will impact consumers in the months ahead.
image source from：https://wccftech.com/nvidia-rumored-to-reduce-rtx-50-gpus-production-in-china-in-favor-of-ai-gpus/
