NVIDIA has reportedly informed its partners that the supply of its existing GeForce RTX 40 "Ada" family will be reduced significantly moving forward as the company preps for RTX 50 "Blackwell" launch in the gaming segment.
The rumor comes from Quasarzone who talked to South Korean industry experts who highlighted that NVIDIA is informing its partners about limited shipments for its GeForce RTX 40 "Ada' GPUs as the launch of RTX 50 "Blackwell" GPUs approaches for 2H 2024.
The experts specifically state that the GeForce RTX 40 GPUs based on the Ada Lovelace architecture will see a sharp decline in shipments as a means to manage inventory levels & make enough room for the next-gen gaming lineup. At the same time, NVIDIA will be retaining the same price points for its RTX 40 lineup and we might even see continued drop even though some of these RTX 40 GPUs are very popular options for the AI market.
How NVIDIA will achieve profitability is plain and simple. The company will be recouping some of the costs through its dedicated AI tensor core lineup such as the H100, H200, and the upcoming Blackwell B200/B100 GPUs. The limited supply of GeForce RTX 40 GPUs will mean that NVIDIA can shift its production capacity to H100 AI GPUs which are based on the same TSMC 4N process node. The Korean & APAC markets in general are starting to see a decline in GeForce RTX 40 "Ada" prices & we can see those take effect in US/EU markets too in the next few months.
Talking about US prices, the NVIDIA GeForce RTX 4090 GPU is now available below $2000 US after being above that for several months due to increased demand. The Ada flagship card can now be bought at around $1800 US which is still higher than its $1599 US MSRP but it's coming
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