As we approach the mass production of NVIDIA’s new GB300 AI chip, NVIDIA is reportedly going to reduce the production of the GeForce Blackwell series.
NVIDIA Reportedly Cutting GeForce RTX 50 Series Production by 20-30% in China as it Aims to Mass Produce More AI Chips
If the current GPU situation feels bad, then be prepared for an even worse condition in the following months. It’s no surprise that NVIDIA apparently focuses more on AI chips, as the majority of its revenue lies in the Data Center segment, but this is expected to drastically affect the GeForce lineup in the coming months.
A leaker on Board Channels reported that NVIDIA is supposedly cutting the production of the GeForce RTX 50 series GPUs significantly in China and will rather focus more on the Blackwell AI chips. Anywhere from a 20-30% reduction in production is expected, and NVIDIA’s focus will be directed towards the AI chips. This includes the existing GB200, the China-exclusive B40, and the upcoming GB300, which will enter mass production from next month
Important Notice: RTX 50 Series Supply in June Reduced Compared to May
According to information from upstream manufacturers, the NVIDIA RTX 50 series product lineup has been mostly released. However, NV’s GPU production line has been unstable, and the most obvious result after the launch of the RTX 50 graphics cards is a shortage of supply.
The production lines for NVIDIA’s GB20X are already at full capacity. It’s understood that the new NV GB300 has started preparations for production since May and is expected to enter mass production by the end of 2025. Naturally, this will occupy wafer production capacity, which may affect the RTX 50 series production lines.
There are reports revealing that the overall supply of NV RTX 50 series GPUs has suddenly become tighter. The supply has been reduced, and the total GPU shipments for the RTX 50 series in the Chinese market in June have decreased compared to May — estimated to be reduced by around 20%-30%. The exact reason for this is completely unknown.
– Board Channels (Machine Translated)
The condition of the GeForce RTX 50 series is already poor in most parts of the world, and it’s almost impossible to find any of the SKUs at MSRP. One has to pay at least 20% or higher to buy even a base model, and the prices can reach over 1.5X in some cases. Multiple factors have contributed to the poor availability and pricing of the RTX 50 GPUs, and the AI chips are yet another blow.
As far as the Blackwell chips are concerned, the GB200 and GB300 aren’t explicitly banned in China, even though their availability might be affected due to the latest US export rules. In the budget segment, the H20 was an excellent chip for companies, but due to the ban, NVIDIA is trying to come up with an alternative to the Chinese market, and it’s expected that the RTX PRO 6000D, aka B40, will be a cheaper alternative in the country
That said, the supply of GeForce RTX 50 chips has reportedly been reduced already, and while the leaker says the exact reason for this is unknown, it’s likely related to the shift in focus towards AI chips
