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Shaunodon on 26 March 2025
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Bofferbrauer2 said:
Jizz_Beard_thePirate said:

My theory at this point is Nvidia is experiencing a manufacturing bottleneck with their 5000 series. It really doesn't make much sense to have so little supply of Blackwell gpus. Imo it's likely due to GDDR7 as that is the only common thing between them and also the main thing that's different vs Radeon who uses GDDR6. Either that or there is big quality control issues as seen with the missing Rops.

I think the reason is just greed mixed with their product lineup pushing towards this result.

RTX PRO get the full GPUs (if they don't also have missing ROPs that is!) while GeForce only are cut-down versions. Which leads me to believe that GeForce GPUs this time around are all just the partially defective chips and all the good ones go to AI.

And if the Yield Rates are good, then it that doesn't leave a whole lot of chips for the GPUs. The GeForce GPUs all being partially defective chips could also be the reason why they have the missing ROPs, as it could be a result from binning the good ones to RPO and partially defective ones to GeForce without being agressive enough about it.So GeForce GPUs are really just getting the leftovers, as NVidia can sell the same GPU chip for 3x to 10x more in an RTX PRO GPU.

Production bottlenecks can also be an issue. I mean, it could be the very reason why NVidia is binning the GeForce GPUs so much.

Yeah, I'm not sure why we need to stretch for answers when Nvidia themselves have been making it perfectly clear what they care about.

I believe the gaming GPU market is barely even 10% of their business right now, if that. That's still a lot of money to leave on the table when they've established such a comfortable market lead for so long, but if there's an overlap in production then it's clear which market they're going to prioritise until the AI bubble pops.