Blackwell Shortage Stalls Nvidia Launches Amid AMD Premium Market Push
1 report, 1 independent
Updated Sep 26
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What happened
Blackwell GPUs are currently in short supply, having been introduced in January 2025. The shortage is impacting Nvidia launches, while the company also faces competitive pressure from AMD. In the current market, the RTX 5090 remains scalped for prices exceeding $5,000 in some markets due to high demand from AI companies.
From makeuseof.com
Why it matters
The competitive landscape is intensifying as AMD targets the premium segment to challenge Nvidia's market leadership. This strategic pivot by AMD is occurring while Nvidia grapples with the complexities of its current product cycle and supply chain issues.
AMD competes with Nvidia for market share, with Lisa Su leading the company, and Peter Lynch commenting on the high-growth stock.
From makeuseof.com