NVIDIA Has Rumoredly Cut Down GPU Supply To AICs By 15-20%; Also, No New GPUs This Year

Sarfraz Khan
NVIDIA GeForce RTX 5070 12 GB Graphics Card Launched - Will The $549 US MSRP Models Be Available Anywhere? 1
How We Rate Rumors
  • 0-20%: Unlikely - Lacks credible sources
  • 21-40%: Questionable - Some concerns remain
  • 41-60%: Plausible - Reasonable evidence
  • 61-80%: Probable - Strong evidence
  • 81-100%: Highly Likely - Multiple reliable sources
RUMOR ASSESSMENT

90%

Highly Likely

Not just specific GPU models, but it appears that the entire RTX 50 series product lineup is seeing a noticeably reduced supply.

NVIDIA Reportedly Reduces RTX 50 Series GPU Supply to its Board Partners and May Not Release the "Super" Series This Year

[Update - 1/16/26] - NVIDIA has given us an official statement on the current rumors surrounding its RTX 50 series, stating that while demand of RTX GPUs remains strong and memory support is constrained, they continue to ship all GeForce SKUs and are working closely with their suppliers on memory availability. The full statement is as follows:

Related Story NVIDIA RTX 50 GPU Shortages: Green Team Realigns Production of Entire Gaming Stack, While ASUS Says RTX 5070 Ti Production Has Halted

Demand for GeForce RTX GPUs is strong, and memory supply is constrained. We continue to ship all GeForce SKUs and are working closely with our suppliers to maximize memory availability.

NVIDIA to Wccftech

If the reports of discontinuation of RTX 5070 Ti and other GPUs weren't bad enough, then you need to see this. Prominent hardware leaker @Zed__Wang has reported that NVIDIA has reduced its GPU supply to its board partners by around 15-20%. This is a significant reduction in the inventory, which will clearly impact the prices and availability in the coming days. The GPU prices have been steadily increasing for a few weeks now, but prepare for the worst.

The leaker says that while the supply will be reduced, NVIDIA will still bundle the GPU with VRAM chips. Perhaps NVIDIA has decided not to discontinue supplying VRAM chips with the GPUs, as was reported previously. Anyways, it wouldn't have made sense to stop bundling VRAM chips when the GPU supply has already been reduced to such an extent. Since NVIDIA has reportedly ended the supply of GeForce RTX 5070 Ti GPU, and also a bunch of other GPUs due to DRAM shortages, it no longer has to worry a lot about not having enough VRAM chips.

The bad news is that it might postpone the RTX 50 "SUPER" series, if not totally cancel it. Since Super series GPUs were expected to utilize 3 GB GDDR7 modules, it will be even harder for NVIDIA to source enough VRAM chips from the memory makers. The leaker's report is suggesting the same, and as per his information, we may not see any new GPUs this year. So, on top of reduced GPU supply, gamers won't have any refreshed series to be able to build or upgrade their PC builds.

Similar problems exist with the Red Team as well. Radeon RX 9070 XT continues to see a surge in prices, and the RDNA 4 lineup doesn't have a lot of GPUs to start with. As for its RDNA 5/UDNA lineup, we aren't likely to see it before 2027.

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