Accelerators bring Nvidia a lot more money
It seems that the situation with a shortage of GeForce gaming video cards due to Nvidia’s emphasis on AI accelerators is not only possible, but is already happening.
Global shipments of Nvidia gaming GPUs have reportedly begun to decline sharply. Citing sources in the Taiwanese industry, MyDrivers reports that in the last quarter of last year, there were fewer GeForce gaming video cards on the market. There are no specific indicators, nor are there any other details, but it is reported that the situation is observed everywhere: in China, in the USA, and in Europe. For example, the top-end RTX 4090 simply disappeared from some trading platforms, including Amazon. We have already spoken about the greatly increased price for this card more than once.
The source connects this situation with the fact that Nvidia is now actively increasing production of GPUs for AI accelerators. Possibly to the detriment of gaming GPUs. It is possible that the new RTX 40 Super cards, which will be presented one of these days, will initially be in a certain shortage, which, as always, leads to an increase in prices.