It has been reported that NVIDIA’s recent shipments of GPU kits to AIC partners will be reduced by about 15% to 20%. The source of the news is MEGAsizeGPU, an account that has repeatedly and accurately broke the news about NVIDIA’s product line on the social platform X. It is said that this adjustment involves the GPU core and GDDR memory combination package provided by Nvidia to its partners. AIC manufacturers are still mainly responsible for their own PCB design and full card integration, and do not need to purchase core chips themselves.
If this reduction is implemented, the supply of some non-public graphics cards may tighten in the future.
There is currently no official explanation for the specific reasons for this decision and its impact on retail terminal prices. The industry speculates that Nvidia may be reallocating TSMC's foundry production capacity and shifting more resources to "Blackwell" server chips for data centers, such as B200, B300 and other product lines, thereby compressing the output space of consumer-grade "Blackwell" gaming graphics cards. At least in terms of video memory supply, this rumor also mentioned that Nvidia will continue to package and provide GPU kits equipped with GDDR7 video memory to AIC partners. Earlier claims that manufacturers need to purchase GDDR7 from SK Hynix, Samsung or Micron have been denied.
This is seen by some observers as another signal that Nvidia continues to weaken the focus of its consumer graphics card business. Previous reports indicate that Nvidia has stopped production of the mid-range GeForce RTX 5070 Ti graphics card, making this model effectively "discontinued." In the context of Nvidia citing insufficient supply but not giving a timetable for replenishment or improvement of supply, this reduction in AIC shipments has made the outside world more worried about the supply prospects of its overall consumer product line.