NVIDIA's CEO hints at unveiling groundbreaking chips at the upcoming GTC event, potentially named Rubin Ultra or Feynman. These chips are described as unlike anything seen before, suggesting significant advancements in technology. The announcement has sparked anticipation and speculation within the tech community about the capabilities and features of these new chips.
Nvidia is reportedly not planning to release any new GPUs in 2026, with the RTX 60 series likely debuting in 2028. The delay is attributed to the ongoing memory chip shortage, which has impacted production plans. Rumors of an RTX 50 Super refresh with upgraded specs have circulated, but Nvidia's focus seems to be on managing the supply chain challenges. Despite the setbacks, Nvidia is exploring strategies like reviving older GPUs to address the market demand.
Asus has clarified that the RTX 5070 Ti and RTX 5060 Ti models are not discontinued, attributing supply fluctuations to memory shortages impacting production and restocking. This statement follows conflicting reports suggesting the models were marked as end-of-life (EOL), which Asus now denies. The confusion arose from an Asus PR representative's incomplete information, leading to reports of discontinuation. Despite Nvidia confirming ongoing shipments of GeForce SKUs, Asus faced backlash for the mixed messaging, causing uncertainty for consumers amidst limited GPU availability. Additionally, rumors suggest Nvidia may reduce graphics card supply to partners, potentially exacerbating the pricing crisis in the already turbulent GPU market.
NVIDIA has reduced the supply of GeForce RTX GPUs by as much as 20%. This cut in supply may lead to challenges for consumers looking to purchase these high-demand graphics cards. The reasons behind this decision by NVIDIA have not been explicitly stated, but it could be related to various factors such as production constraints or strategic planning. This move might impact the availability and pricing of GeForce RTX GPUs in the market.
An unreleased Nvidia RTX 3080 Ti 20GB Founders Edition engineering sample has surfaced on the second-hand market, with a previous sample selling for $1,999 on eBay. The buyer unknowingly purchased two engineering samples that were identified as 20GB variants not officially released. These cards required unofficial driver modifications to function properly. The 20GB version is believed to have a narrower memory bus compared to the production model, potentially targeting professional and compute-heavy workloads. The presence of these engineering samples in resale channels is unusual, hinting at multiple loose samples in the market.
The rumored discontinuation of the RTX 5060 Ti 16GB graphics card is reportedly due to price increases in GDDR7 memory chips. This decision may impact the availability and pricing of the GPU in the market. The shift to GDDR7 memory could potentially lead to higher production costs for the graphics card. Users and enthusiasts are advised to stay updated on further developments regarding this situation.
Nvidia reported a record-breaking revenue of $57 billion in Q3 FY2026, with all data center GPUs sold out. The company anticipates further growth, projecting revenue to reach $65 billion in Q4 FY2026. Sales of data center hardware exceeded $51 billion, driven by strong demand for compute and networking solutions. While gaming GPU sales peaked, professional visualization solutions set a new record, and Automotive and Robotics revenue increased by 32%. Nvidia expects continued growth in the upcoming quarter, primarily fueled by the adoption of its Blackwell and Blackwell Ultra platforms.
Nvidia's modular PCIe connector on high-end GPUs like the GeForce RTX 5090 and RTX Pro 6000 Blackwell is available for under $25 on Chinese e-commerce platforms like Goofish and Xianyu, making it accessible for replacement in case of damage. Recent incidents of damaged connectors have led to Nvidia replacing entire GPUs, despite the damages being attributed to user error. The availability of these connectors from Chinese vendors provides a more affordable option for repairs, although they may not come with warranties. Nvidia's handling of these situations has raised questions about potential motives and whether all users would receive the same treatment.
NVIDIA is considering canceling the release of the GeForce RTX 50 SUPER series graphics cards. The decision is reportedly due to supply chain challenges and the global chip shortage affecting production. This potential cancellation may disappoint gamers eagerly awaiting the new GPU lineup. NVIDIA has not officially confirmed the cancellation yet, but industry insiders suggest it is under consideration. The company may focus on other product lines or strategies in response to the ongoing semiconductor supply issues.
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