Nvidia’s shipments to add in card partners may be 15-20% smaller, according to a report from leaker Megasizegpu on X, who has previously predicted the company’s gpu lineups. According to that information, Nvidia’s add in card partners will have to deal with a 15-20% supply cut coming from the mothership, suggesting that up to one-fifth of the add in card gpu shipment will be terminated. The report focuses on the scale of the reduction rather than providing detailed context or official confirmation.
The article explains that gpu makers like amd and Nvidia supply their add in card vendors with raw gpu dies packed with gddr memory as a kit to mount on customized printed circuit boards. Add in card manufacturers are responsible for engineering and integration of these components, but they do not typically source the gpu dies themselves, as gpu makers have historically provided them in the quantities partners desired. Against that backdrop, the reported decision to cut current shipment volumes marks a notable shift in how much supply Nvidia is willing to allocate to its consumer focused partners.
The reasons behind the alleged supply cut are not disclosed, and the potential impact on aftermarket graphics card pricing is still unknown. The report speculates that Nvidia may be reusing its tsmc capacity for consumer Blackwell products and redirecting it into server grade Blackwell chips like B200 and B300, but it does not present this as confirmed information. The post also notes that Nvidia still bundles gddr7 memory with the cards it supplies to add in card partners, which had previously been the subject of rumors suggesting manufacturers might need to source gddr7 chips themselves from suppliers such as SK Hynix, Samsung, and Micron. Those rumors have been debunked in the report, and Nvidia is described as continuing to provide a combined gpu and memory kit to its partners.
