NVIDIA Reportedly Reduces GPU Supply to AICs by 15-20%; No New GPU Releases Scheduled for This Year

How We Rate Rumors

0-20%: Unlikely – Lacks credible sources 21-40%: Questionable – Some concerns remain 41-60%: Plausible – Reasonable evidence 61-80%: Probable – Strong evidence 81-100%: Highly Likely – Multiple reliable sources

Rumor Assessment 90%

Status: Highly Likely

Source: 4/5 Corroboration: 4/5 Technical Accuracy: 5/5 Timeline Accuracy: 5/5

It appears that not only specific GPU models but the entire RTX 50 series lineup is experiencing a significant reduction in supply.

NVIDIA Cuts RTX 50 Series GPU Supply and May Delay “Super”Series Launch

Reports are circulating regarding the discontinuation of models like the RTX 5070 Ti, but the situation is potentially graver. Noteworthy hardware leaker @Zed__Wang has indicated that NVIDIA has reduced its GPU supply to board partners by approximately 15-20%.This substantial cut is poised to affect both the prices and availability of these components in the upcoming months. In fact, GPU prices have already been on the rise for several weeks, and further difficulties may be on the horizon.

NVDA GPU supply to AIC has been cut down 15%-20%.The good news is that Nvidia still bundles a GPU with memory. The bad news is that there will be no new product in 2026.

— MEGAsizeGPU (@Zed__Wang) January 15, 2026

Despite the decrease in supply, NVIDIA reportedly intends to continue bundling GPUs with VRAM chips, contradicting earlier reports about ceasing the bundling process. Such a decision seems practical, especially given the already diminished GPU supply. With the cessation of models like the GeForce RTX 5070 Ti and others due to DRAM shortages, NVIDIA may not face significant concerns regarding VRAM chip availability.

However, the troubling news points to a possible delay, or even cancellation, of the RTX 50 “SUPER”series. Initially anticipated to utilize the advanced 3 GB GDDR7 modules, sourcing adequate VRAM chips from manufacturers will be more challenging than expected. The current insights suggest that new GPU launches might not occur this year, leaving gamers without fresh options for building or upgrading their systems.

Moreover, similar issues appear to affect AMD’s offerings. The Radeon RX 9070 XT is experiencing escalating prices, while the RDNA 4 lineup consists of a limited number of GPUs. Prospects for the RDNA 5 and UDN series appear bleak, with many experts not expecting a release until 2027.

Source & Images