NVIDIA seems intent on redirecting its production towards the more lucrative chips for artificial intelligence.
The question of the availability of NVIDIA graphics cards has been a recurring problem for several years now, but the release of the GeForce RTX 50 series at the beginning of the year didn't help matters... in fact, quite the opposite. Launched on January 30, the GeForce RTX 5080 and RTX 5090 had a chaotic launch, to say the least: the first models available were only available for a few minutes, and we had to wait several weeks for the first restocking. While the release of the GeForce RTX 5070 Ti and, above all, the GeForce RTX 5070 has eased the situation somewhat, this may not last very long.
In Chinese, the rumor relayed by the Wccftech website © Wccftech
Indeed, the Wccftech website reports an increasingly insistent rumor on Board Channels in particular. Board Channels is a very popular forum for hardware enthusiasts: it is visited as much as animated by numerous informants in contact with component manufacturers. So, of course, it's best to keep one's distance from rumors, but when they come from Board Channels and echo each other, you've got to keep an ear to the ground.
This insistent rumour is that of a reorientation of NVIDIA chip production from GPUs for consumer graphics cards to chips for artificial intelligence and, in particular, the GB40, GB200 and future GB300. NVIDIA has obviously not commented on this rumour, but this change would not be surprising given that demand for artificial intelligence chips continues to grow, that NVIDIA is not enough to satisfy it and that its margins in this sector are much higher than in the world of graphics cards for gamers. Wccftech points out that this reorientation could lead to a 20-30% drop in consumer GPU production, further stretching a market that was barely stabilizing.
