NVIDIA RTX 40-series Stocks Begin Drying Up as Decks are Cleared for RTX 50-series Blackwell
Chinese tech site Board Channels keeps tabs on the way computer hardware is moving at the very beginning of the supply-chain. It has some fascinating insights the NVIDIA GeForce RTX 50-series "Blackwell" series of graphics cards. Apparently, NVIDIA has planned the transition between the current RTX 40-series "Ada" and the next-generation RTX 50-series such that there's minimal spillover inventory of the older generation graphics cards in the channel, so it doesn't end up with a situation similar to the one between the RTX 30-series "Ampere" and its successor. Back in 2021-22, the cryptocurrency mining boom, which waned toward the end of 2022, had caused an overproduction of RTX 30-series cards that lingered in the channel even as the RTX 40-series launched.
According to the report by Board Channels that's been translated by Gazlog and VideoCardz, the China-specific RTX 4090D has been vaporized from the channel, none of NVIDIA's AIC partners has any boards to sell. The RTX 4080 SUPER sees most AIC partners have their final batches shipping, which should clear out in November 2024. The RTX 4070 Ti SUPER isn't as prominent a SKU as the RTX 4080 SUPER, and is being phased out at the same pace as its bigger AD103-based sibling, with last orders shipping this month. The RTX 4070 SUPER and RTX 4070 remain the most popular high-end graphics SKUs in this generation, and NVIDIA will supply these SKUs throughout December. Given that the RTX 5070 series doesn't come out till February (with wide availability in March), this makes sense. The RTX 4060 series will phase out a lot slower than the other SKUs, given its popularity, and the fact that the RTX 5060 series won't ramp until Q2-2025.
According to the report by Board Channels that's been translated by Gazlog and VideoCardz, the China-specific RTX 4090D has been vaporized from the channel, none of NVIDIA's AIC partners has any boards to sell. The RTX 4080 SUPER sees most AIC partners have their final batches shipping, which should clear out in November 2024. The RTX 4070 Ti SUPER isn't as prominent a SKU as the RTX 4080 SUPER, and is being phased out at the same pace as its bigger AD103-based sibling, with last orders shipping this month. The RTX 4070 SUPER and RTX 4070 remain the most popular high-end graphics SKUs in this generation, and NVIDIA will supply these SKUs throughout December. Given that the RTX 5070 series doesn't come out till February (with wide availability in March), this makes sense. The RTX 4060 series will phase out a lot slower than the other SKUs, given its popularity, and the fact that the RTX 5060 series won't ramp until Q2-2025.