NVIDIA is about to reduce the GeForce RTX 40 series GPU supply, claims a rumor out of Korea. Team Green has notified its partners that consumer graphics cards are about to see a sharp reduction in shipments. It is unclear which SKUs will be affected (or if this rumor is legit), so take it with a generous bit of doubt. NVIDIA wants to cut the GeForce chip supply without increasing the market price.
Today, I went to the Danawa Festival and exchanged a few words with completely unverified stories with award winners in the industry.
There is a legend that a leading graphics processing unit company in the industry notified its partners that the supply of consumer products would be greatly reduced and they should be aware of this.
I haven’t heard it myself, so if you ask me if it’s true, I can’t answer… Let’s write a novel here.
Even if we raise the price of the reference version, all we can do is make a few hundred dollars more, and Mr. Hwang, the CEO, will be able to eat his fill of swear words and wishes for a long and healthy life.
If you don’t change the price, but reduce the quantity supplied, and instead sell chips for the AI ​​market that are much more profitable, you can make more money without getting criticized, right?
Previously, the MSRP was frozen or reduced for the GeForce RTX 30 series, but no one was able to buy it at that price except in the very beginning, right? Then, only the manufacturers/distributors/retailers were accused of fixing prices.
They say that the current GeForce RTX 40 Super Series response is lukewarm, but how long will the market response remain lukewarm?
Instead of increasing the prices of the GeForce RTX 40 series GPUs, NVIDIA will divert the production capacity to the H100 (and B100?) AI GPUs. This move will keep the Lovelace prices from dropping (they are) and increase data center profits with minimal bad PR.
Pre-SUPER pricing
One could argue that this move is aimed at reducing high-end GPU inventory ahead of the RTX 5090 launch, but there’s still time left for that. All I can say for sure is that GeForce RTX 40 prices have started to drop, and a reduction in production levels is the kind of thing you’d expect from NVIDIA and Co.
Processors, PC gaming, and the past. I have written about computer hardware for over seven years with over 5000 published articles. I started during engineering college and haven't stopped since. On the side, I play RPGs like Baldur's Gate, Dragon Age, Mass Effect, Divinity, and Fallout. Contact: areejs12@hardwaretimes.com.
