News RTX 5090 supplies to be 'stupidly high' next month as GB200 wafers get repurposed, asserts leaker

[spongiemaster]

It also says a leaker and they are about as reliable as a ex-convict ...... There are no RT cores on their data center products so they simply cannot be made into 5090 devices.

They're repurposing wafers that were intended for GB200 chips. They aren't repurposing produced GB200 dies. Who knows whether or not it is true, but it is very clear what the leaker is trying to say.

 

[A Stoner]

I knew it was AI that was limiting consumer graphics. There is only so much capacity and when you can sell a processor in a either a $65,000 or a $2,000 card, I know where I would be aiming to sell.

 

[Jabberwocky79]

Is this going to affect 5080 production as well? The article mentioned "50 series" but mostly referred to 5090s, so...

 

[DS426]

I'm going to have to call bunk on this. It generally takes about three months from wafer to graphics card is my understanding. You have to cut the chips from the wafer, test and bin, ship to card manufacturing and assembly, etc. If Nvidia did this RIGHT AFTER the 5090 immediately sold out? Maybe we get a bigger supply by March. More likely, if it changes the wafer orders this month or next, it will take until April or May for the increase in supply to actually happen.

Agreed. I also doubt that nVidia has oversupply issues with GB200, and even if they did, they would adjust to improve B200 supply, not 5090.
Additionally, AIBs can only make 5090's so quickly (only a certain production capacity makes sense), so even if they get a boatload of dies dropped on their laps in a short timeframe, it would take time to churn them out, restock retailer shelves and warehouses of e-tailers all over the world, all while there is still some pent-up demand for them. Scalpers will also have to lower prices to the going market rate, so eventually those will get dumped back on the market as well.

Now, Jarred, the only thing I would say is that I'm pretty sure nVidia had anticipated 5090 selling out based on the very small production numbers that were ready on day zero, so they would have already had plans in place to reach higher production output.

 

[DS426]

3Gb chips are coming.

Yep, so that old status quo is finally getting changed up, lol. Hopefully all three gaming GPU makers will adopt those on models that benefit from upgrading from 2 Gb chips.

 

[DS426]

They keep selling out because no one will buy them right?

Who has any other option at the high-end? 4090's have been going up in price as they run low on remaining stock. And yes, easy to sell out when supply is low. That's a spinned narrative to say they are "wildly popular" just because they are sold out with no deeper context at all. If this was true, folks would wait for product availability, right? Well, instead, Radeon RX 7800's and 7900's have been flying off the shelves:

RX 7900 XTX is rapidly going out of stock across major retailers following the RTX 50 series launch

Following the RTX 50 series launch, it seems as if many have started opting for AMD's 7900 XTX instead, leading to stock-outs for the card.

www.pcguide.com

 

[AnimalisticDisskord]

This latest generation of Nvidia cards is so wildly popular but it's going to be very difficult to keep up with demand regardless of how many they produce I see them selling out for the near future and beyond. These are the most powerful graphics cards ever produced and people want the best and they will sell like hotcakes.

That's true. And then there are people like me who are satisfied with playing at 4K on 2 monitors with AAA game titles on ultra setting keeping the 4090 which is already overkill. No thanks to the 50 series for me as long as the 40 series can handle ultra settings at 4K.

 

[Quirkz]

id rather make an extra payment on my mortgage

Man, this line puts in all in perspective, doesn't it?

When the GPU for your computer is a mortgage payment, or a couple months rent for most people (or more), or the cost of a cheap, but decent, older car...

Or a holiday in Paris, with flights and a few nights hotel accommodation included.

 

[V8VENOM]

You'd think Scalpers under the name of "Tech Geeks" would at least be able to list this correctly with GDDR7 rather than 6.

Capitalism at it's worst. So pretty much Scalpers now posing as "retail outlets" (Tech Geeks) are going to control the supply and the price ... MSRP is irrelevant. When these larger retailers like NewEgg are selling their shipments of GPUs to scalpers BEFORE release day ... (and I would not be at all surprised if these scalpers were somehow associated to the retail outlet just not on any official financials) ... and what does nVidia or AMD do about it ... nothing! Follow the money trail ... and it's all legal.

 

[drivinfast247]

That's true. And then there are people like me who are satisfied with playing at 4K on 2 monitors with AAA game titles on ultra setting keeping the 4090 which is already overkill. No thanks to the 50 series for me as long as the 40 series can handle ultra settings at 4K.

But you're not playing AAA games over dual 4k monitors.

 

[tec]

What's the success rate of "Renowned leaker MEGAsizeGPU" leaks in the past?

I'm sure eventually we'll eventually get more 5090s given the miniscule amount available at launch, but "stupidly high" RTX 5090 supply available next month? For it to be that many, there'd have to be enough where everyone who wants one can actually buy one at retail price.

 

[Johannesbr]

Looking at Passmark list for High end GPU is really interesting now nearly no difference between 5090 and 4090 ! https://www.videocardbenchmark.net/high_end_gpus.html

 

[wastanley734]

Supply and demand.
Either adapt or lose.
It is a no brainer.🐤

In a free and open market. No adaption available. It's bring products to market whe. You say you aren't bringing products to market. To do what they just is illegal.

 

[wastanley734]

It's like you expect prices to not be stupidly high though.

Prices to regulate down. After the pandemic and resources gave regulated themselves. Yes prices should not be stupidly high. Na d should be trending down. Not up. To control supply to keep the price trend going up is literally illegal.

 

[wastanley734]

You can't really change up VRAM amount much because it is set on the buss width. For instance a 256 bit will only support 8, 16 and 32 GB. A 192 bit bus only supports 6, 12, and 24 GB So all could they do is go to 32 GB on most models and that would just be a waste of money for gaming.

For instance a 512 bit bus will support 16, 32, 64. To purposefully limit the bit bus to control vram to drive production costs down then drive available supply down to create a false demand to drive people to buy them this "batch." Is ILLEGAL!

 

[jp7189]

I'm going to have to call bunk on this. It generally takes about three months from wafer to graphics card is my understanding. You have to cut the chips from the wafer, test and bin, ship to card manufacturing and assembly, etc. If Nvidia did this RIGHT AFTER the 5090 immediately sold out? Maybe we get a bigger supply by March. More likely, if it changes the wafer orders this month or next, it will take until April or May for the increase in supply to actually happen.

I going to say something went wrong on the 5090 launch. My local microcenter has recieved gobs of 5080 and exactly 0 5090 to date. On the other hand, there are rumors of many more 5090d in China. As I understand it, the same die is used for both with the 5090d getting a cut down version. It's possible they have been having yield issues for a while and the 5090 we have seen so far are rare cherry picks.

In that scenario, they may need to respin a new silicon revision which takes a while, but they could have started that process as soon as they recognized the problem (months ago), and diverted some wafer allocation at that time.

 

[V8VENOM]

To control supply to keep the price trend going up is literally illegal.

Sadly it’s not illegal. Pricing fixing across manufacturers IS illegal in the US. Besides if controlling supply were illegal, then OPEC and all the oil companies would be in jail by now as that’s exactly what they do, control supply. Ultimately, this problem really boils down to diversity … Capitalism collapses when there isn’t enough diversity/options available to the consumer. But by definition, most companies are all about trying to crush the competition in order to get market dominance … it’s a flawed system.

 

[JarredWaltonGPU]

I going to say something went wrong on the 5090 launch. My local microcenter has received gobs of 5080 and exactly 0 5090 to date. On the other hand, there are rumors of many more 5090d in China. As I understand it, the same die is used for both with the 5090d getting a cut down version. It's possible they have been having yield issues for a while and the 5090 we have seen so far are rare cherry picks.

In that scenario, they may need to respin a new silicon revision which takes a while, but they could have started that process as soon as they recognized the problem (months ago), and diverted some wafer allocation at that time.

5090D and 5090 both use GB202, but the 5090 has 170 out of 192 SMs and the 5090D has the same specs. The only difference appears to be a reduction in tensor performance of about 29%, putting it just below the 4800 TPP level (it's at 4750). If export is allowed to China, Nvidia might be selling as many units there as fast as possible, before the regulations get changed to block sales. Just a thought, anyway.

 

[alexzogh]

This is all wishful thinking we've had the delivery of our NVIDIA DGX B200 orders pushed back twice already and were last asked to pay an "expedite" fee to get them sooner. These things are in such demand that scalping is even happening in the data center. Demand for all of their chips is still off the charts

 

[HardwiredWireless]

i never said that... did i ? they are selling out because there are so few of them, and there are only so many people that can afford to spend 1500+ on a 5080, or 3200+ on a 5090..
if you have the money for one of these good for you.. id rather make an extra payment on my mortgage


yea. due to low supply, which i think has been confirmed on here in a other news post

because nvidia knows,. where are still those out there that will pay their ridicules prices

Oh yes obviously if you still owe money you need to pay that first before you buy anything else. My mortgage has been paid off for quite a while now though so I can look at acquiring new things.

 

[HardwiredWireless]

Who has any other option at the high-end? 4090's have been going up in price as they run low on remaining stock. And yes, easy to sell out when supply is low. That's a spinned narrative to say they are "wildly popular" just because they are sold out with no deeper context at all. If this was true, folks would wait for product availability, right? Well, instead, Radeon RX 7800's and 7900's have been flying off the shelves:

RX 7900 XTX is rapidly going out of stock across major retailers following the RTX 50 series launch

Following the RTX 50 series launch, it seems as if many have started opting for AMD's 7900 XTX instead, leading to stock-outs for the card.

www.pcguide.com

That's because there will always be more poor people who don't plan their finances well than people who are financially well off and plan ahead effectively.