NVIDIA has reportedly informed its partners that the supply of its existing GeForce RTX 40 "Ada" family will be reduced significantly moving forward as the company preps for RTX 50 "Blackwell" launch in the gaming segment.
NVIDIA GeForce RTX 40 "Ada" GPUs Might See Decline In Shipments To Make Room For RTX 50 "Blackwell" Launch But Prices Would See Drops
The rumor comes from Quasarzone who talked to South Korean industry experts who highlighted that NVIDIA is informing its partners about limited shipments for its GeForce RTX 40 "Ada' GPUs as the launch of RTX 50 "Blackwell" GPUs approaches for 2H 2024.
The experts specifically state that the GeForce RTX 40 GPUs based on the Ada Lovelace architecture will see a sharp decline in shipments as a means to manage inventory levels & make enough room for the next-gen gaming lineup. At the same time, NVIDIA will be retaining the same price points for its RTX 40 lineup and we might even see continued drop even though some of these RTX 40 GPUs are very popular options for the AI market.
Legend has it that a leading graphics processing unit company notified its partners that they needed to be aware that their consumer product supply would be significantly reduced.
If we reduced supply without changing prices and instead sold chips for the much more lucrative AI market, we could make more money without getting criticized, right?
They've frozen or lowered the MSRP for the GeForce RTX 30 series before, but outside of the early days, no one could afford it at that price, right? As a result, only manufacturers/distributors/sellers were criticized for price fixing.
It is said that the current GeForce RTX 40 Super series response is lukewarm. How long will the market response remain lukewarm?
How NVIDIA will achieve profitability is plain and simple. The company will be recouping some of the costs through its dedicated AI tensor core lineup such as the H100, H200, and the upcoming Blackwell B200/B100 GPUs. The limited supply of GeForce RTX 40 GPUs will mean that NVIDIA can shift its production capacity to H100 AI GPUs which are based on the same TSMC 4N process node. The Korean & APAC markets in general are starting to see a decline in GeForce RTX 40 "Ada" prices & we can see those take effect in US/EU markets too in the next few months.
Talking about US prices, the NVIDIA GeForce RTX 4090 GPU is now available below $2000 US after being above that for several months due to increased demand. The Ada flagship card can now be bought at around $1800 US which is still higher than its $1599 US MSRP but it's coming down and we can expect it to reach MSRP-level prices in a few months.
The RTX 4080 SUPER is also at higher prices for now but the rest of the lineup is either already at MSRP or below MSRP. The top variants will be the first to see significant price drops as they are the ones that will be replaced first with the arrival of the GeForce RTX 50 "Blackwell" gaming GPU family.
NVIDIA GeForce RTX 40 GPU Prices [Newegg]:
| Graphics Card Name | Variant | Original Price | Lowest Price [20/04/24] | Purchase Link [Affiliate] |
|---|---|---|---|---|
| NVIDIA GeForce RTX 4090 | Gigabyte Gaming OC | $1619.99 | $1619.99 | Buy Here! |
| NVIDIA GeForce RTX 4080 SUPER | ZOTAC Trinity Black | $999.99 | $999.99 | Buy Here! |
| NVIDIA GeForce RTX 4070 Ti SUPER | ASUS TUF Gaming | $799.99 | $799.99 | Buy Here! |
| NVIDIA GeForce RTX 4070 | ASUS Dual OC | $579.99 | $554.00 | Buy Here! |
| NVIDIA GeForce RTX 4060 Ti 16 GB | ZOTAC AMP | $449.99 | $449.99 | Buy Here! |
| NVIDIA GeForce RTX 4060 Ti | PNY XLR8 Verto OC | $384.99 | $384.99 | Buy Here! |
| NVIDIA GeForce RTX 4060 | ZOTAC Gaming Solo | $307.99 | $289.99 | Buy Here! |
