Chinese AI companies are selling off their stocks en masse RTX 4090D - Demand for computing has fallen sharply
According to DigiTimes, AI companies в China started a mass sale video cards NVIDIA RTX 4090D. Reason - sharp drop in demand on computing power. Many servers are now running at only 20% capacity, forcing companies to shed excess hardware to remain profitable.
Amid a chip shortage due to US sanctions, Chinese companies have been modifying consumer RTX 4090D, installing additional VRAM modules to increase the power. These video cards have become an alternative to professional solutions for artificial intelligence tasks. However, today the market is cooling, and companies are trying to secure profits while the price of the cards remains high.
According to DigiTimes, price RTX 4090D with 48 GB of memory reaches $6000 in China's domestic market. However, active sales of surplus stock may reduce the price. This opens a window of opportunity for ordinary users, although the "pre-AI" prices are still far away.
The situation is similar to the AI cluster market: it has recently become known that more than 80% of all available AI resources in China are idle. In these conditions, manufacturers and integrators are looking for any way to monetize their stocks.
In parallel, rumors have emerged that NVIDIA has warned AIB partners about a possible ban on the RTX 5090D for the Chinese market. This could be another incentive for accelerated sales of 4090D and other cards in warehouses.