The delivery situation for NVIDIA’s GeForce RTX 50 series has so far been more of a test of patience for customers. The first cards disappeared from the shelves faster than some people could pull out their credit cards. However, there are now indications that NVIDIA is redirecting some of its AI production lines to the gaming division. A strategic move or simply a necessity to prevent market share from crumbling any further?
Change of priorities at NVIDIA?
The AI euphoria of recent months has also had its downsides. While NVIDIA generated billions in sales with data centers and Blackwell B200 accelerators, the gaming sector fell by the wayside. The RTX 50 series launched with a noticeable lack of inventory, which not only drove up prices but also fueled the community’s discontent. Now that the demand for AI chips is gradually stabilizing, NVIDIA seems to be rethinking. Unsold wafers could be repurposed for GeForce GPUs – a move that should also be worthwhile in business terms.
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
Gaming GPUs instead of AI?
The leaker MEGAsizeGPU reports that NVIDIA could adjust its manufacturing strategy. There are no concrete figures, but the possibility alone should provide some relief for RTX 50 sales. The RTX 5090, which has so far been more myth than mainstream due to low unit numbers, is particularly affected. However, there are probably less altruistic reasons for NVIDIA suddenly worrying about its gaming customers. The competition is not sleeping: AMD’s Radeon RX 9070 XT and XTX are about to be launched, and even if the red faction has not exactly been known for groundbreaking market share gains recently, improved availability would be precisely the argument that could be used to win customers away from NVIDIA.
Strategic move or stopgap solution?
Whether NVIDIA’s alleged switch is a long-term strategy or mere damage management remains to be seen. What is certain is that the RTX 50 series continues to be in high demand, while the AI market is calming down slightly. The coming weeks will show whether the shelves are really filling up or whether this is just another episode in the ongoing shortage game. Gamers would certainly be grateful if they could finally get their hands on a new GPU without paying exorbitant prices. But whether NVIDIA is really ready to shift focus away from its profitable AI products remains an open question.
Source: MEGAsizeGPU
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