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传英伟达停产RTX 5090,产能转向AI显卡

AI 总结

据多位爆料者援引一份发给工厂的通知称,英伟达已不再为消费级 GeForce RTX 5090 系列(含中国市场的 D 版本)供应 GB202 图形芯片,今后该芯片将专用于数据中心与专业显卡。相关说法尚未得到英伟达证实,公司通常不回应此类传闻;爆料还称最高端的 GeForce 产品将改为 24GB 显存的 RTX 5080,16GB 版本将停产。由于渠道商和零售端仍有库存,RTX 5090 不会立刻消失,但若 GB202 不再供应消费卡,其供应将逐步收紧并可能推高价格;从商业角度看,同样的 GB202 用于 RTX Pro 5500、RTX 6000 Pro 等专业与 AI 产品可获得更高利润。

深度见解

若传闻属实,这将是英伟达把先进制程产能进一步从游戏显卡转向 AI 与专业加速卡的又一信号,并可能抬高高阶消费显卡的价格。

Nvidia has reportedly ceased selling its GB202 graphics processors for consumer-grade GeForce RTX 5090-series add-in-boards (AIBs), including 'D' variants for the Chinese market, according to a leaked notice from an unknown factory cited by @hongxing2020, who tends to have insights into the graphics card market. Another prominent leaker @Zed__Wang confirmed the report and said that from now on the GB202 silicon will be exclusively used on data center and professional graphics cards.

"According to a notification from the factory, Nvidia will no longer manufacture any RTX 5090 models, including the D variants," a message cited by @hongxing2020 reads. "Going forward, the highest-end GeForce graphics card will be the RTX 5080 24GB, while the RTX 5080 16GB version will be discontinued. Please spread the word."

This is, of course, an unverified claim and not an official Nvidia announcement. We asked Nvidia for a comment, though the company has yet to respond. Typically, Nvidia does not comment on rumors.

While the information is strictly unofficial for now, the alleged decision would make considerable economic sense for Nvidia, as the company can sell GB202 processors on data center and professional graphics cards that cost substantially more than the GeForce RTX 5090. In fact, Nvidia's recently introduced RTX Pro 5500 features the same number of CUDA cores — 21,760 — as the GeForce RTX 5090, but comes with 84GB of GDDR7 memory instead of 32GB and targets considerably more lucrative professional visualization (ProViz) and AI applications. Meanwhile, the fully-fledged RTX 6000 Pro with 24,064 CUDA cores and 96 GB of memory can easily sell for $15,000.

#Nvidia#GeForce RTX 5090#GB202#GeForce RTX 5080 24GB#RTX Pro 5500#RTX 6000 Pro#RTX 5080 Super#GeForce RTX 60-series

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