We are currently navigating troubled waters as the PC market is tense. As you know, supply difficulties in the memory sector are complicating production… Or, as a knock-on effect, making it very expensive. On the graphics card side, NVIDIA confided to a German colleague that it was working “closely with its partners” to maintain the supply of its cards.
NVIDIA is doing everything it can to maintain the supply of its GeForce cards:
NVIDIA reportedly told Hardwareluxx, which asked them what changes were affecting the GeForce ecosystem in the current context:
“Demand for GeForce RTX GPUs remains strong, while memory supply is limited. We continue to ship all GeForce SKUs and are working closely with our partners to maximize memory availability.”
Despite this, there are still rumors circulating that ASUS has discontinued its RTX 5070 Ti and RTX 5060 Ti 16 GB. Similarly, we have other rumors indicating that NVIDIA would favor cards with smaller memory capacities. Assuming the rumors are true, this shows that NVIDIA remains in a delicate situation and that the company must make choices to maintain a diversified offering in the consumer sector. As it stands, we also learn that the company has reportedly reduced its supply of GeForce cards to AICs (ASUS, MSI, Gigabyte, etc.) by 15 to 20%, which is consistent with the situation at ASUS.
On the other hand, if we are to believe Max Weinbach (@mweinbach) on X, a gaming GPU wafer would bring in around $100,000, while a wafer intended for RTX Pro production would generate between $300,000 and $500,000 depending on the chip. Finally, a GB200/300 wafer would cost between $800,000 and $1,200,000! If all this is true, we can understand why financial reasons are motivating NVIDIA to favor one type of production over another… Especially since demand for AI cards is very high, otherwise we wouldn’t be in this situation.
Finally, you will easily understand that there will be no new generation of graphics cards in 2026. On the other hand, the company would continue to supply memory with its chips, which contradicts a previous rumor.
