Blackwell Shortage Stalls Nvidia Launches Amid AMD Premium Market Push
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.
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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.
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Who's involved
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The entities involved
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Nvidia
American multinational technology company
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AMD
American multinational semiconductor company
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Blackwell
village and civil parish in Derbyshire Dales district, Derbyshire, England
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Related events
- Nebius Group has raised prices for Nvidia chips and is auctioning Blackwell-generation chips.
- GPU demand is resilient despite CPU market contraction, with AMD, Nvidia, and Intel estimated to be selling discrete GPUs.
- Memory shortages are driving up DRAM component prices, impacting the market share battles between AMD and Nvidia.
- AMD and Nvidia are competing in the high-performance graphics card market.