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NVIDIA reallocates resources: AI GPUs instead of GeForce RTX | igor´sLAB

While NVIDIA is busy preparing for series production of the new GB300-AI chip, there are signs of another change in strategy at Jensen Huang – this time at the expense of GeForce graphics cards for…

www.igorslab.de

"According to reports, production of the RTX 50 series, based on the Blackwell architecture, is to be reduced by 20 to 30 percent, particularly in China. The reason given for this is the prioritization of the AI GPU division, which already generates the lion's share of sales. The situation can be outlined relatively clearly: NVIDIA only has limited production capacity at TSMC and has to decide which chips are preferred to roll off the 4N production lines. In view of the high margins in the data center sector, it is only logical – albeit painful for the consumer market – that dedicated gaming graphics cards are being pushed into the background. The AI accelerators of the GB family, including GB200, GB300 and the China-only B40, are increasingly taking up production lines. According to sources from the supply chain, in particular Board Channels, the supply situation for the GeForce cards of the RTX 50 series is already tense. The first supply cuts were recorded for the month of June, compared to the previous month. There is talk of a drop in delivery volumes of around a third – mind you, for a series that is not available on the market in sufficient quantities anyway."

AI and soon china vs taiwan war is gonna make things very hard for us gamers ( if china and taiwan actually happens ofc gaming will be the smallest of our problems ) , gpus are already hard to find and expensive , after covid/mining ended i thought that things will get back to normal but im starting to think that it will never happen

 

[Spyxos]

It is only a matter of time before they say goodbye to gaming completely.

 

[The Cockatrice]

"We failed and so we're doubling down instead of fixing/improving our image, so fuck you gamers for not buying overpriced garbage!" - Nvidia basically.

 

[StereoVsn]

Get ready for that 5080 Super $1500 price tag.

Also, yeah, if China invades Taiwan in a few years (more when not if) , the whole world economy will be f-d so much that gaming is going to be very low on list of concerns.

 

[BennyBlanco]

Margins on the AI cards must be even more absurd than their regular GPUs. I'm not surprised.

 

[rm082e]

AMD has a golden opportunity here. I hope they can capitalize on it and grow their market share.

 

[samoilaaa]

It is only a matter of time before they say goodbye to gaming completely.

i dont think that gaming will disappear because there is alot of money involved but i do think that it will change its form , into what remains to be seen

 

[Sanepar]

It is only a matter of time before they say goodbye to gaming completely.

The only option will be cloud. It is pretty obvious they want to enforce rent of hw on cloud.

 

[willothedog]

It is only a matter of time before they say goodbye to gaming completely.

but then AMD will have no one to copy off.

 

[LordCBH]

AI is a massive fucking mistake that will, unfortunately, never go away.

 

[winjer]

FFS, this AI craze is already worse for gaming, than the crypto boom from 5 years ago.

 

[SHAKEZ]

but then AMD will have no one to copy off.

Good, more rast performance and less AI bullshit.

 

[Skifi28]

I am shocked.

 

[Celcius]

Sigh, disappointing if true. Might end up just waiting for next gen.

 

[samoilaaa]

Sigh, disappointing if true. Might end up just waiting for next gen.

what makes you think next gen is gonna be any different ?

 

[winjer]

AMD ha a golden opportunity here. I hope the capitalize on it and grow their market share.

The one that could have a great opportunity here is Intel. If only their GPUs and drivers were good enough and if their A18 node was ready for mass production.
Then they could make a killing in the consumer market.

Another company that might take advantage is Samsung. They are behind TSMC in process nodes, but with their Fabs not being fully booked, maybe they can start selling more wafers for consumer products.

 

[Mister Wolf]

Skip the 5000 series if you're not buying a 5090.

 

[seb85]

Scalpers are going to have a feast

 

[Celcius]

what makes you think next gen is gonna be any different ?

Nothing but copium, I just don't want to pay current prices haha. But we'll see.

 

[Holammer]

Get ready for that 5080 Super $1500 price tag.

Also, yeah, if China invades Taiwan in a few years (more when not if) , the whole world economy will be f-d so much that gaming is going to be very low on list of concerns.

2027 according to most experts. Xi also says publicly the PLA should be ready by then.
When/if that happens, hold on to your smartphone, PC components and consoles because there won't be any new ones for awhile.

 

[Buggy Loop]

but then AMD will have no one to copy off.

AMD is chasing AI too

In fact someone at AMD not that long ago said he had undisclosed contracts with millions of AI chips.

They all have gaming as a tiny fraction of what they generate on professional side.

I don't thinks there's a solution out of AI craze anytime soon. Governments, above all, and with tech companies, want to be first to the race of the AI singularity.

 

[lh032]

massive price increase confirmed.

 

[OverHeat]

This is a shit show

 

[Guilty_AI]

i dont think that gaming will disappear because there is alot of money involved but i do think that it will change its form , into what remains to be seen

Games will focus more on low-mid range specs. In fact, you could say its already like that.

 

[Moridianae]

"We failed and so we're doubling down instead of fixing/improving our image, so fuck you gamers for not buying overpriced garbage!" - Nvidia basically.

Your quote here is both hilarious and sadly true.


Whenever something is too expensive for what it is and gamers turn against it, or the narrative is heavy-handed and gamers turn against it, or any other myriad of travesties(Concord, Marathon, etc) *we* are the ones blamed. Always.


Never a bit of introspection or anything on their parts.

 

[peish]

This is for china market. Stocks outside US and China are getting back to normal levels. Traditional levels and not covid / mining levels

No one remembers those days? A good Nvidia launch takes around 2 quarters for stocks normalisation

NVIDIA GeForce GTX 1080 Selling Excellent, More Volume Shipped Than High-End Maxwell - Even Bigger Success Than The GeForce GTX 980 Ti and GTX 980

Reports from the industry suggest that NVIDIA is having great success with their GTX 1080 as it has sold out everywhere in the market.

wccftech.com

Nvidia knows their markets, gaming revenue while its 10x less than AI, it still in the billions per quarter. Nvidia won't forget gamers.

 

[The Cockatrice]

Your quote here is both hilarious and sadly true.


Whenever something is too expensive for what it is and gamers turn against it, or the narrative is heavy-handed and gamers turn against it, or any other myriad of travesties(Concord, Marathon, etc) *we* are the ones blamed. Always.


Never a bit of introspection or anything on their parts.

We're just a bunch of sheep to the megacorporations. Hopefully, their empire crumbles.

 

[nkarafo]

Welp, turns out AI is going to be the reason PC gaming will die soon and i don't think there will be another Steam situation to save it this time.

 

[willothedog]

"We failed and so we're doubling down instead of fixing/improving our image, so fuck you gamers for not buying overpriced garbage!" - Nvidia basically.

they are buying it.

Overclockers UK got a batch of 500 Plait 5090s this week and that SKU sold out in a day, was the basic model but priced at £1870inc.

 

[The Cockatrice]

they are buying it.

Overclockers UK got a batch of 500 Plait 5090s and that SKU sold out in a day, was the basic model but priced at £1870inc.

The few rich buying 90's aint the majority of gaming market. In fact its like 0.5%.

 

[Metnut]

Nvidia makes billions of dollars on its GPU business and it's going nowhere. Makes sense for them to be diversified from AI to some extent also.

However, the near future is going to be very high margin GPUs from Nvidia that aren't easy to get as MSRP.

 

[Ass of Can Whooping]

We must seize the means of production, comrades.

 

[TheMan]

Oof. Well, not good news for us but I guess that's how the winds are blowing. Wouldn't be surprised if tariffs are forcing them to increase focus on higher margin product

 

[Rambone]

I feel like I'm being priced out of PC 4K gaming at this point. RTX 5080/5090 prices, performance and availability have been a shit show, my 3080TI isn't cutting it these days and I'm still waiting on AMD to give me something that has RT and performance parity with a 5080 or 5090 but not at the rapey prices current Nvidia cards are being retailed at.

 

[Danknugz]

kind of sad when i'm almost ready to pull the trigger on 6-700 over msrp

 

[nemiroff]

So this will potentially lead to even higher prices.

 

[Danknugz]

they are buying it.

Overclockers UK got a batch of 500 Plait 5090s this week and that SKU sold out in a day, was the basic model but priced at £1870inc.

i saw that and we don't have those prices yet in the us unfortch

 

[TheRaidenPT]

If the news about the 9080XT are true, AMD might have a winner here... Curious to see how will NVIDIA tackle the Super series then...

 

[TheRaidenPT]

I feel like I'm being priced out of PC 4K gaming at this point. RTX 5080/5090 prices, performance and availability have been a shit show, my 3080TI isn't cutting it these days and I'm still waiting on AMD to give me something that has RT and performance parity with a 5080 or 5090 but not at the rapey prices current Nvidia cards are being retailed at.

Even myself with a 7900XTX at 4K have to use FSR in Quality to get 4K60@, I wanna do the jump to 4k@120 but without FSR4 I will need to upgrade :/

 

[rofif]

It is only a matter of time before they say goodbye to gaming completely.

and we can only hope that happens

 

[ChorizoPicozo]

this means Nvidia GPUs prices are going down!!!!!

 

[OverHeat]

and we can only hope that happens

So the fuck is going to provide us with gaming hardware??? AMD?

 

[bender]

Margins on the AI cards must be even more absurd than their regular GPUs. I'm not surprised.

Just look at what they charge for their professional series GPUs (formally Quadro) compared to their consumer counterparts.

 

[Spyxos]

and we can only hope that happens

Then Amd will take Nvidia's position and nothing will change.

 

[rofif]

So the fuck is going to provide us with gaming hardware??? AMD?

idk but it's abusive relationship rn lol

 

[Skifi28]

Curious to see how will NVIDIA tackle the Super series then...

It's going to be a glorious 5-10% performance increase for higher price. I can't wait.

 

[Magic Carpet]

All the damaged chips that get binned during the production process, gaming will be getting the bin at the very end with the most damage.
Even Automotive has some standards. Gamers are willing to buy 8GB cards nowadays.

 

[Agent_4Seven]

It is only a matter of time before they say goodbye to gaming completely.

The sooner it'll happen, the better.

 

[Panajev2001a]

FFS, this AI craze is already worse for gaming, than the crypto boom from 5 years ago.

Wait until the AI agents start doing cripto mining…

 

[Lucifers Beard]

Reduce it by 100% if you want. I'm not interested in that overpriced shit.