Nvidia reportedly cut the production of GeForce RTX 50 to increase GPU AI production such as GB300

When we approached the mass production of the new NVIDIA GB300 AI GB300, Nvidia was reported to reduce the production of the GeForce Blackwell series.

Nvidia reportedly cut the production of GeForce RTX 50 Series by 20-30% in China because it aims to produce more AI chips

If the current GPU situation feels bad, then be prepared for worse conditions in the following months. It is not surprising that Nvidia seems to be more focused on AI chip, because most of its income lies in the data center segment, but this is expected to drastically affect the GeForce lineup in the coming months.

A leaker on the board channel reports that Nvidia should cut the GPU GeForce RTX 50 series production in China and prefer to focus more on the Blackwell AI chip. Everywhere from the reduction of 20-30% in production is expected, and the focus of NVIDIA will be directed to AI chip. This includes the existing GB200, exclusive B40 China, and the upcoming GB300, which will enter mass production starting next month.

Important notification: RTX 50 series supply in June is reduced compared to May

According to information from upstream producers, the ranks of NVIDIA RTX 50 Series products have been largely released. However, the GPU NV production line is unstable, and the clearest results after the launch of the RTX 50 graphics card is a shortage of supply.

The production line for GB20X NVIDIA is already in full capacity. It is understood that the new NV GB300 has begun preparation for production since May and is expected to enter mass production at the end of 2025. Naturally, this will occupy the wafer production capacity, which can affect the production line of the RTX 50 series.

There are reports that reveal that the whole supply of the NV RTX 50 GPU series suddenly became tighter. Supply has been reduced, and the total GPU shipping for the RTX 50 series in the Chinese market in June has declined compared to May-Diperikan decreased by around 20%-30%. The exact reason for this is completely unknown.

– Board channels (translated machine)

The condition of the GeForce RTX 50 series is bad in most of the world, and it is almost impossible to find one of the SKUs in MSRP. We have to pay at least 20% or higher to buy even basic models, and prices can reach more than 1.5x in some cases. Various factors have contributed to poor availability and the price of GPU RTX 50, and AI chip is another blow.

As far as the Blackwell chip, GB200 and GB300 are not explicitly prohibited in China, although their availability may be affected because of the latest US export rules. In the budget segment, the H20 is a very good chip for the company, but because of the prohibition, Nvidia tries to produce alternatives to the Chinese market, and it is hoped that the RTX Pro 6000D, aka B40, will be a cheaper alternative in this country.

That said, the supply of the GeForce RTX 50 chip was reported to have been reduced, and while Leaker said the exact reason for this was unknown, the possibility was related to a shift in focus to AI chips.

News Source: Gazlog