It seems Nvidia will no longer be able to export one of its highest-selling products to China. Latest reports have confirmed that exports of the GeForce RTX 4090 will be restricted soon.

These restrictions will take effect starting 17 November, causing a major disruption in the AI and gaming market.

NVIDIA RTX 4090 Graphics Card Green Surrounding

The industry is indeed shocked by this restriction, and people are worried about NVIDIA’s potential market share in the future. This restriction is the outcome of China’s most recent export regulation, which aims to limit the availability of GPUs with cutting-edge AI and processing capabilities.

As a result, and to negate some of the effects of this ban, Nvidia has now started to ramp up the production and shipment of the AD102 GPU used in the GeForce RTX 4090. In a desperate attempt, Nvidia is now focused on filling demand before the ban from China takes effect.

With Nvidia solely focusing its resources on the Chinese market, the limited supply of the GeForce RTX 4090 in other parts of the world is expected to lead to shortages for the duration of this period. As a result, some retailers are already experiencing a higher price tag for the AD102 GPU.

The extent to which the restriction will affect the Chinese market is still unknown. A few retailers are looking at other ways to get around the restriction entirely, but the complete picture will not be apparent until the ban is put into effect.

Custom AIB partners, on the other hand, should not be affected by the ban. AIB Partners should already have a steady supply and stocks of the AD102 GPU to keep the pricing stable. Therefore, the GeForce RTX 4090 Founders Edition might go up in price.

The GeForce RTX 4090 in China is currently selling for almost double the price compared to other big US retailers. Once the ban is in effect, things will only get worse for the Chinese market.

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Malik Usman
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