According to a post on the Chinese Board Partners forums, which was reposted on X by insider @Jukenlosreve, Nvidia is going to cut production of its GeForce...
The supply of 4000-series cards started to dry up when they shifted production to prepare for the 5000-series launch, then the 5000s launched with low stock anyway, and now they’re going to reduce production of those. I wonder they’ve done the math on how much gaming’s low share of the company’s revenue is due to there not being cards for people to buy.
The issue isn’t share of revenue (well not directly), the issue is lower margins for gaming GPUs and a more complex distribution network (involvement of AIBs, retailers).
The supply of 4000-series cards started to dry up when they shifted production to prepare for the 5000-series launch, then the 5000s launched with low stock anyway, and now they’re going to reduce production of those. I wonder they’ve done the math on how much gaming’s low share of the company’s revenue is due to there not being cards for people to buy.
The issue isn’t share of revenue (well not directly), the issue is lower margins for gaming GPUs and a more complex distribution network (involvement of AIBs, retailers).