But there is no overwhelming market demand, and it would be Asus or MSI's job to communicate on the cost raise of chips for AIB.
There is no mystery here. Chips massively produced are A100 and H100 for AI and datacenters, which yield more margin. Gamers aren't Nvidia's bread and butter anymore, by far. So they only produce a little chips for gaming cards to keep the interest up while pretending the market's demand is too high because their product "is that good".
There is no such thing as a manufacturer that can't keep up with demand 5 years in a row.
I agree, but we will not see confirmation of that anywhere.
Gaming sector will see a record revenue. Oh right, there is no Gaming sector any more, its "Gaming and AI PC", containing whatever they like.
Overpriced cards at scalper prices just lying on shelves? Nooo, surely not, people that actually use these cards for work are buying them by truckloads (but not really)...
Any place that shows how many cards are actually sold, like Midfactory sales numbers being somewhere about a dozen? Noooo, it isn't relevant, it's an AMD favoring store or something!
At the end of this, you'll see gamers with about zero Blackwell cards, Valve hardware survey confirming it, and Nvidia will thank Gamers for the overwhelming financial result in Gaming sector, just to rub it in!
(And AIB partners might be under very, very strict NDAs on what they can and can't talk about. They can always go EVGA way.)