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Per Altman on X: "we will add tens of thousands of GPUs next week and roll it out to the plus tier then". Meanwhile a month after launch rtx 5000 series is completely unavailable and hardly any restocks and the "launch" consisted of microcenters getting literally tens of cards. Nvidia really has basically abandoned consumers.

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AI GPUs are bottlenecked mostly by high-bandwidth memory (HBM) chips and CoWoS (packaging tech used to integrate HBM with the GPU die), which are in short supply and aren't found in consumer cards at all

You would think that by now they would have done something to ramp production capacity…

Maybe demand is that great?

Altman's claim and NVIDIA's consumer launch supply problems may be related - OpenAI may be eating up the GPU supply...

OpenAI is not purchasing consumer 5090s... :)

No, but the supply constraints are part of what is driving the insane prices. Every chip they use for consumer grade instead of commercial grade is a potential loss of potential income.

Although you are correct, Nvidia is limited on total output. They can't produce 50XXs fast enough, and it's naive to think that isn't at least partially due to the wild amount of AI GPUs they are producing.

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