A familiar scare story, but we're not terribly worried.
of its current RTX 40 GPUs in favour of cranking out more of those money-spinner H100 AI chips. So this is already happening, people.
At least, that's the implication. But is it? And if it is, how much does it matter? There's little doubt that Nvidia is absolutely coining it with those H100 GPUs for AI inferencing. And it absolutely stands to reason that Nvidia would favour production capacity at TSMC, the Taiwanese chip foundry that manufactures all of AMD and Nvidia's current GPUs, for those more profitable chips.
However, check online and you'll have absolutely no difficulty buying any Nvidia RTX 40 GPU. From the entry-level RTX 4060 wimp to the RTX 4090 monster, they're all widely available. Of course, some would argue that RTX 40 pricing is so high somehow because of the AI boom. That may have some influence, but it's only indirect at best. AI outfits aren't buying up container loads of RTX 4060 Ti and RTX 4070 boards, which is the kind of thing that definitely did happen during the peak of the crypto-mining craze.
So, there's no massive distortion in supply and demand when it comes to gaming graphics cards right now. But if the AI boom continues, what there almost certainly will be is a shift in priorities.next gen RTX 50 GPUs had been pushed out into 2025There's a good chance at least part of the reason for that is to allow more of TSMC's upcoming 3N node capacity to be used for more profitable AI chips.
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