NVIDIA is gearing up for the official release of its next-generation Blackwell AI GPU architecture, and reports suggest that the supply of high-end RTX 40 series GPUs has been significantly reduced, by as much as 50%. This move is likely to lead to shortages and price hikes for consumers.
According to a new report from UDN, if the price of NVIDIA graphics cards increases, AIB manufacturers like ASUS, GIGABYTE, MSI, and ASRock are poised to capitalize on the opportunity. These companies are key partners of NVIDIA and its AI servers, and as the AI server boom continues (it’s really just getting started), board quotations are rising simultaneously, which makes their momentum even more bullish.
Mainland media and distributors in Taiwan have revealed that the high-end GPUs NVIDIA has chosen to significantly restrict supply on this time are mainly the RTX 40 series, particularly the mid-to-high-end series of graphics cards RTX 4070 and above. These cards may face serious shortages.
TSMC is currently busy manufacturing NVIDIA’s next-gen Blackwell B100, B200, and GB200 AI chips, while also preparing for the company’s next-generation GeForce RTX 50 series graphics cards. The RTX 5090 and RTX 5080 are expected to launch later this year.
NVIDIA wants to avoid a scenario where there are tons of RTX 40 series GPUs on the market, with inventory piling up as it gears up to launch its RTX 50 series. This means the rumors of production being slashed by up to 50% make sense, with the RTX 4070, RTX 4080, and RTX 4090 production numbers coming down in August.
We can expect to see price hikes on these cards as retailers run out of stock of higher-end RTX 40 series GPUs.
