According to the latest reports he transmits TechSpot, Nvidia is considering a drastic reduction in production capacity for its own GeForce RTX 50 series and that for even 30 percent.
This move, if it comes true, threatens to repeat the chaos with shortages and “scalping” of prices that we saw during the pandemic, but this time the reason is not crypto-mining, but artificial intelligence.
Why is Nvidia “killing” its own product?
The reason for this decision is brutally simple: profit. Both gaming cards (RTX 5090, 5080) and server AI accelerators (like B200 units) use the same core Blackwell architecture and are produced on the same advanced production lines in TSMC factories.
The problem for gamers lies in the math. Although graphics cards are expensive for us mere mortals, Nvidia’s profit (margin) on them is negligible compared to the astronomical profits they make on AI chips. While an RTX 5090 can sell for around $2,000, a single AI server rack can cost millions.
Faced with limited capacity in semiconductor manufacturing, Nvidia is reportedly choosing to shift silicon and production lines to where the money is more – to Google, Microsoft and Meta, leaving gamers in the background.
Deža vi: The return of queues and resellers
Nvidia had to cut deliveries by a third, the law of supply and demand will inevitably lead to an explosion of prices. The RTX 5060 Ti and 5070 Ti models are expected to be the most affected, and some rumors even suggest that they will be completely discontinued.
Industry sources say that Nvidia is aware of the reputational risk with its most loyal audience – the gamers who built the company – but that the pressure from shareholders to maximize profits in the AI era is simply too much.
This is a painful sobering up for the PC community. For years, Nvidia has been synonymous with gaming graphics. Today, Nvidia is in fact An AI company for which gaming has become a side gig.