TECH NEWS – Nvidia wants to drastically improve the situation for its graphics cards, which are not often available these days.
It might be worth waiting another month to buy the new architecture (Blackwell) GeForce RTX 5000 cards. There are rumors that Nvidia may want to take a more drastic step, perhaps because it has recently experienced a drop in market value ($600 billion) that is perhaps unprecedented. Perhaps the “greens” can make a big push into consumer (gamer) graphics card production because they can switch their AI production lines to do so.
Internationally, there is talk that there is a lot of interest in GeForce RTX 5000 cards and the supply is not enough to meet the demand, and Nvidia does not have enough stock. On Twitter, MegasizeGPU wrote that “imagine Nvidia’s situation: they bought a huge inventory from TSMC to produce the B200 GPU, but now the market doesn’t really want that product, and the RTX 4000 cards have essentially been retired. (Interestingly, the 6GB model of the RTX 3050 is not.) So the only way out for Nvidia is to stop making B200 chips and start making RTX 5000s so that manufacturers (e.g. Asus, MSI) can put together more graphics cards for gamers.
Imagine you are Nvidia and have purchased shit loads of TSMC yields for B200, but now the market doesn’t want that much B200, and RTX40 is retired……The only solution is to make as much RTX50 as possible to cover the unused yield of B200 https://t.co/GFXAAdCzOl
— MEGAsizeGPU (@Zed__Wang) February 15, 2025
This may be speculation, but it is not wrong that Blackwell AI chips are not being adopted by the market as fast as the previous generation, the Ada Lovelace, because companies are looking for custom ASIC designs (and this is why DeepSeek, for example, is trying to produce AI chips in-house; this was in the news the other day). This should provide Nvidia with enough of the cheaper cards as we approach the release of the GeForce RTX 5070 and 5060. This could make AMD’s job interesting, as they are targeting the mainstream by default with their Radeon RX 9070 graphics cards (which are rumored to have high power consumption!).
Let’s see what Nvidia does!
Source: WCCFTech
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