Rumor mill: Nvidia is reportedly set to make a transfer many feared would occur: slash manufacturing of gaming GPUs with a purpose to improve the variety of AI chips it makes. The declare states that as much as 30% of RTX 5000 GPU manufacturing in China can be lower as Staff Inexperienced focuses on its greatest money-maker, a change that might exacerbate the availability points and excessive costs which have plagued Blackwell gaming playing cards from the start.
In accordance with a put up on the Chinese language Board Companions boards, which was reposted on X by insider @Jukenlosreve, Nvidia goes to chop manufacturing of its GeForce RTX 50 collection by 20-30% so it may well focus manufacturing on the GB20, the upcoming China-exclusive B40 (or B30), and GB300 AI chips.
The general provide of NVIDIA’s gaming GPUs, the RTX 50 collection, is reportedly below pressure, with manufacturing volumes being decreased.
Specifically, the entire quantity of RTX 50 GPUs to be provided to the Chinese language market in June is predicted to lower in comparison with Might, with the decline… https://t.co/OvwbNi1j0i pic.twitter.com/tmk8Pew9nJ
– Jukanlosreve (@Jukanlosreve) Might 30, 2025
In accordance with the put up, manufacturing traces for the GB200 are at full capability, and the GB300 is predicted to enter mass manufacturing by the tip of 2025.
It is seemingly that slashing manufacturing would make the worldwide points that Blackwell gaming playing cards are dealing with even worse, with playing cards manner over MSRP and inventories normally non-existent. The timing of the cuts can be notably dangerous, as issues do appear to be bettering – within the UK and components of the Europe, some RTX 5090 fashions had been accessible for barely lower than MSRP and in inventory.
It is no secret that Nvidia’s dominance of the superior AI {hardware} business is what briefly made it the world’s Most worthy firm final week. The tech large’s information heart section generated $39.1 billion within the earlier quarter, whereas gaming introduced in $3.8 billion, greater than 90% much less.
Paradoxically, Nvidia’s gaming income truly noticed its quickest development price in years in the course of the quarter, up 42% year-over-year and 48% quarter-over-quarter, beating Wall Road’s expectations by over 30%. Nevertheless, it nonetheless accounted for simply 8.5% of Nvidia’s whole income.
All non-verified posts about Nvidia’s plans must be taken with a dose of salt, after all, however it’s lengthy been feared that the corporate will begin placing much more give attention to its profitable AI merchandise on the expense of gaming GPUs.
In accordance with the newest Steam survey, the RTX 5000 collection, which has been referred to as the worst structure launch in years, is beginning to make its manner into extra avid gamers’ PCs. 4 of the highest ten-best performing playing cards in Might had been Blackwells, and the RTX 5070 Ti simply entered the primary chart.
