Key Takeaways
1. Nvidia is reportedly cutting GPU supply to partners by 15% to 20%, leading to reduced availability and potential price increases.
2. The RTX 5070 Ti and RTX 5060 Ti 16GB will be discontinued, with the RTX 50 Super series facing delays and possible indefinite launch postponement.
3. There is an anticipated shortage of GPUs, particularly those with higher VRAM, affecting the availability of new models.
4. Nvidia is shifting focus from higher-end models to the RTX 5060 and RTX 5060 Ti 8GB, despite claims of continued shipments of all GeForce SKUs.
5. Advancements in AI technology are contributing to RAM shortages, further complicating the GPU supply situation.
Despite Nvidia’s statements, rumors are swirling that GPU supply will soon become even more limited. Recently, Asus confirmed that the RTX 5070 Ti will be discontinued, with the RTX 5060 Ti 16GB to follow. Another rumor indicates that Nvidia is cutting GPU supply to its board partners, which may delay the RTX 50 Super series indefinitely.
Supply Cuts and Impacts
Information from ‘MEGAsizeGPU’ on X reveals that Nvidia has reduced GPU supply to add-in-card (AIC) partners by 15% to 20%. This decrease implies a general reduction in GPU availability, meaning board partners will have even fewer graphics cards in stock. Consequently, this will likely lead to increased prices for the remaining units. The leaker also mentioned that there won’t be any new products launched in 2026.
Uncertainty in the Market
While the leaker did not provide a source for this information, it appears there will be a shortage of GPUs, particularly those with higher VRAM. The RTX 50 Super series might miss its anticipated launch in 2026. This follows reports from Board Channel that the RTX 5070 Super, RTX 5070 Super Ti, and RTX 5080 Super will not be released anytime soon due to memory shortages. They were initially expected to be available in the first quarter of this year.
Nvidia’s Focus Shift
Additional reports from Board Channels indicate that Nvidia has already decreased shipments for the RTX 5060 Ti 16GB and RTX 5070 Ti 16GB models, as it shifts its focus to the RTX 5060 and RTX 5060 Ti 8GB. However, Nvidia maintains that it will continue shipping all GeForce SKUs and is “working closely with our suppliers to maximize memory availablity.”
At this point, it is evident that advancements in AI technology are contributing to RAM shortages and driving prices up. It’s no wonder that many channels are reporting a lack of supply and product discontinuations.
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