Reports about Nvidia reducing the supply of high-end RTX 40 GPUs by up to 50% began in August. At that time, we guessed this cut might be to ready the market for the upcoming RTX 50 “Blackwell” release.
Supply Cuts on RTX 40 Models
New information has come from Chinese Board Channels about the discontinuation of several RTX 40 models. The latest details suggest Nvidia is planning to decrease production of the RTX 4070 and higher in the next few months, with current stock likely to run out before the new RTX 50 GPUs arrive.
According to Chinese Board Channels, the availability of the RTX 4070 and RTX 4070 Super is expected to be limited in Q4'24. Fresh shipments of the new RTX 4070 and RTX 4070 Super models will reportedly continue until December. After that, it is forecasted that the stock of these models at AIBs will be depleted by January, while retail shelves will clear out a bit later.
Diminishing Availability Ahead
In simpler terms, the last two months of 2024 are likely to see very limited stock of the RTX 4070 and RTX 4070 Super, and this trend is expected to worsen in the following months.
Just like the RTX 4070/Super, the RTX 4070 Ti Super and RTX 4080 Super are also being phased out. Information from Board Channels suggests that the existing supply of these GPUs will be gone by November. As a result, consumers might find it extremely difficult to purchase an RTX 4070 Ti Super or an RTX 4080 Super (Available on Amazon) in December.
Furthermore, rumors state that since the RTX 5080 is anticipated to launch in January, there won't be any new 80-class GeForce GPUs available for more than a month. This scenario is particularly concerning since the RTX 5080 is likely to cost more than the RTX 4080.
Focus Shifting to RTX 5090
Chinese Board Channels report that AIBs currently have no new RTX 4090D cards, which is the China-specific version of the RTX 4090, to offer. This may indicate that Nvidia has ceased production of new RTX 4090 GPUs and is concentrating on the RTX 5090, expected to launch in January with a significant price hike.
The supply reduction of the RTX 4090 appears to be affecting the US market too, as there are no RTX 4090 cards listed for under $2,000 on Amazon and Newegg at this moment. For example, the MSI Gaming Trio RTX 4090, which was priced at $1,930 in September, is currently selling for $2,130 on Amazon.
In conclusion, if you were hoping for holiday discounts on upper-midrange and high-end RTX 40 GPUs, it would be wise to start shopping now, as the chance to buy a new RTX 40 card at its original price may vanish in a month.
