Old technology resurgence? Memory economics may force NVIDIA to restart production of older GPU models to fill market gaps

Wallstreetcn
2026.01.16 12:52
portai
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In the face of VRAM shortages, NVIDIA is optimizing product supply based on the "revenue per GB of VRAM" model, prioritizing the production capacity of 8GB and flagship models. This move has led to a contraction in the supply of mid-range models with large VRAM, such as the RTX 5060 Ti 16GB. To fill the market gap, NVIDIA may restart the production of older GPUs like the RTX 3060 and use older VRAM such as GDDR5 to maintain the operation of its consumer product line, while the strategic priority of the consumer business has been adjusted in light of AI demand