A major shift in GPU availability may be on the horizon, according to industry insider MEGAsizeGPU, who claims that RTX 5090 supply will reach "stupidly high" levels within a month. This unexpected development stems from lower-than-anticipated demand for Nvidia's data center GB200 chips.
The report suggests that excess TSMC manufacturing capacity is being redirected to produce consumer-grade GB202 chips, which power the RTX 5090 graphics cards. This reallocation comes after the initial RTX 50 series launch faced severe supply constraints, with most units selling out immediately after release.
Major GPU manufacturers including MSI, Zotac, and Gigabyte are expected to receive substantial shipments of GB202 chips. The increased supply should start appearing on store shelves within approximately one month, accounting for manufacturing and shipping timelines.
The decision to boost RTX 50 production appears driven by market pressures. Sources indicate that data-center Blackwell products, particularly the B200, have not met sales expectations. This represents a notable shift for Nvidia, considering that data center products currently generate nearly 90% of the company's revenue.
The timing of this supply increase coincides with AMD's upcoming RDNA 4 launch. While AMD might have benefited from Nvidia's initial supply shortages, the reported inventory boost could impact their competitive position in the market.
Industry observers note that this supply increase marks a departure from recent trends, suggesting a notable shift in Nvidia's production strategy. However, potential buyers are advised to wait for independent reviews before making purchase decisions.