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JEMC said:

Given that the source of this article is a source for a "major retailer" talking to Moore's Law is Dead, that the following with as much salt as deemed necessary:

AMD is reportedly delivering up to 4x more GPUs than Nvidia to retailers
https://www.club386.com/amd-is-reportedly-delivering-up-to-4x-more-gpus-than-nvidia-to-retailers/
Purchasing a graphics card is difficult in the current climate, regardless of whether you’re after an AMD or Nvidia offering. However, rustling for Radeon rather than GeForce may be significantly easier according to one retailer.

Speaking to YouTuber Moore’s Law Is Dead, a major retailer has apparently claimed that AMD is “delivering 2-4x as many RDNA 4 GPUs as all weekly Blackwell shipments combined.” Making matters worse for Nvidia, the store highlights it’s only receiving shipments for GeForce RTX 5080, RTX 5070 Ti, and RTX 5070 with RTX 5090 effectively MIA.

This comes from one of his videos, embedded in the article.

I don't know if it's true, but if it is, it could hurt Nvidia and help AMD.

One thing I wanted to preamble: the 200000 GPUs number for AMD isn't true.

It's probably even higher, considering that AMD sold 1.35M GPUs in Q4 2024, which would have been a higher median GPU sale number per week than those 200k that got widely reported but denied by AMD ever being said. The real value has thus to be higher than that to be really "unprecedented" as AMD claimed.

About the news above, MLiD by far isn't the only one reporting about much higher shipments to retailers from AMD than NVidia, so even with a pro-AMD bias from him it's probably safe to say that AMD outshipped NVidia with their first batch.

I'm also looking at the stock numbers and prices on one local store here on a quasi-daily basis, and one thing that strikes me is that the only NVidia card that really gets any restocks in the last 10 days are the 5070 cards (one small restock for the 5080 and 5090, both at massively inflated prices of 1500€ and 3200€), and what I can see here is that the prices are dropping quite a bit. Retailers and board partners are probably seeing that the 5070 doesn't sell well enough to get them into the hands of customers at prices above 800€ (Those two 5070 cards have been in stock ever since, and every new shipment drops the price of the cheapest 5070 cards a bit lower); in fact the most expensive 5070 is more expensive than the most expensive 9070XT that I could find, even adding those models that are not in stock.

With the stock situation on the 5070 front improving and the 9070 making some stiff competition, 5070 Boardpartners are probably facing a big dilemma right now: either sell the cards with low margins or not at all, as the AMD competition is simply to strong to screw the prices up by much anymore.

AMD boardpartners meanwhile can raise their prices much easier right now, considering that the 9070 beats the 5070 in performance and the 5070Ti is becoming very rare as NVidia is concentrating on the 5080 (and it's professional counterparts), leaving just few chips to make 5070Ti (and with the missing ROPs on the 5080, even less than supposed to be, as those could have become 5070Ti cards without a fuss) and their supply run dry, so the 9070XT is running practically unopposed in it's price class apart of previous-gen leftovers.