NVIDIA Reportedly Cuts AIC Partner GPU Supply by up to 20%

NVIDIA’s shipments to add-in-card (AIC) partners may be 15-20% smaller, according to MEGAsizeGPU on X, who has accurately predicted NVIDIA’s lineups in the past. According to that information, NVIDIA’s AICs will have to deal with a 15-20% supply cut coming from the mothership. GPU makers like AMD and NVIDIA supply their AICs with raw GPU dies packed with GDDR memory as a kit to put on a customized PCB. AICs are only responsible for engineering and integration, not sourcing these GPU dies, as GPU makers used to provide them in quantities they desired. However, it looks like NVIDIA has decided that the current volume is scheduled for a cut, as up to one-fifth of the AIC GPU shipment will be terminated.

As to why, how, and what of the situation, we only get the what. The reasoning behind the decision and the potential impact on aftermarket pricing is still unknown. Perhaps NVIDIA is reusing its TSMC capacity of consumer “Blackwell” and redirecting it into server-grade “Blackwell” chips like B200 and B300. Additionally, the post also notes that the single reassuring thing is that NVIDIA still bundles GDDR7 memory with its cards that it supplies to AICs, which was at one point a topic of consideration for a breakup. There was a rumor that manufacturers would have to source their own GDDR7 chips from SK Hynix, Samsung, and Micron, in hopes of getting sufficient capacity. However, that has been debunked, and thankfully NVIDIA still provides a GPU and memory kit.

This may be…