Entering 2024, the RTX 4060 and RTX 4060 Ti series of graphics cards have been experiencing a constant shortage of supply. Especially after the Lunar New Year, affected by the explosion of market demand, the artificial intelligence (AI) boom, soaring cryptocurrency prices, delayed supply of GPU chips, and the foundry's production capacity not being able to keep up with other factors, the supply of each graphics card brand was not quite enough throughout the first quarter. Entering April, the supply of various brands' RTX 40 series remained tight, with the supply of the RTX 4060 Ti series significantly reduced.

To cope with the 618 promotional activities, NVIDIA raised the supply of GPUs in May. Additionally, speculators who hoarded graphics cards gradually released their stocks for liquidation, making the supply of graphics cards relatively sufficient and prices relatively stable. However, according to relevant media, NVIDIA once again confirmed with its partners that the supply of RTX 40 series GPUs will definitely be reduced after entering July, although it is not clear by how much.

It is understood that NVIDIA's GPU supply will be reduced between 30% and 50%. The specific figures will be decided after an internal meeting at the beginning of next month between NVIDIA and its partners. In any case, this supply reduction looks inevitable, and it's unclear if it will affect the price of graphics cards.

Over the past year or so, as the artificial intelligence (AI) boom has brought high revenues to the data center business, NVIDIA has adjusted its original strategy, focusing its resources more on higher-priority AI chips. Even if the market has seen a rise in demand at some point, NVIDIA has not significantly increased the supply of gaming GPUs. With the new RTX 50 series coming soon, NVIDIA is likely to continue keeping shipments in check to avoid the embarrassing situation of high RTX 30 series inventory when the RTX 40 series was released.