TL;DR
Rumors that NVIDIA will stop producing RTX 5090 series cards triggered a price surge in Shenzhen's Huaqiangbei electronics market. NVIDIA executives denied the discontinuation but acknowledged supply constraints. On October 25, spot quotes for the RTX 5090 ranged from 51,000 to 55,000 yuan, up nearly 10,000 yuan from last month, with AI compute demand spillover a key factor.
Event Overview
Recent market rumors said NVIDIA would stop producing RTX 5090 series high-end consumer graphics cards. Although NVIDIA executives publicly denied the discontinuation and confirmed continued shipments, they acknowledged certain supply chain capacity limits. On October 25, reporters from the National Business Daily (NBD) visited multiple computer component stores in Shenzhen's Huaqiangbei and found RTX 5090 spot quotes generally ranging from 51,000 to 55,000 yuan.
Key Information
| Item | Data |
|---|---|
| RTX 5090 spot price (Oct 25, Huaqiangbei) | 51,000-55,000 yuan |
| RTX 5090 price last month | Over 40,000 yuan (up nearly 10,000 yuan in a month) |
| RTX 5080 current market price | 16,000-17,000 yuan (launch price about 8,000 yuan) |
| Some mainstream cards | Rose from 2,000+ to 3,000+ yuan |
| RTX 5090 memory | 32GB GDDR7 |
| Uptrend start | July 2026, accelerating in the past week |
Reasons Behind the Surge
- Supply side: Rumors that NVIDIA will discontinue RTX 5090-related models spread among stores, with merchants reporting difficulty sourcing new inventory from upstream; most circulating RTX 5090 units come from existing store stock. Reports also circulated that NVIDIA may shift some consumer GPU chip supply toward higher-margin professional compute products, with the GB202 chip used by the RTX 5090 drawn into the speculation.
- Demand side: As local LLM deployment and AI image generation go mainstream, consumer GPUs originally aimed at gaming are being used by SMBs and developers as AI compute hardware. Developers run open-source models such as DeepSeek and Qwen locally via tools like Ollama and LM Studio; design studios use ComfyUI, Stable Diffusion and FLUX for AI image generation.
Market Impact
Merchants in Huaqiangbei hold diverging views on the outlook. Some believe prices will not fall significantly in the short term and the high-price environment may last into 2027; others argue the RTX 5090 is already at a high level and further increases will suppress consumer demand. Consumer cards cannot fully replace professional AI accelerators — training and high-concurrency inference still require data center GPUs with larger memory, higher bandwidth and multi-card interconnect.
Official Sources
- National Business Daily: NVIDIA discontinuation rumors drive price surge in Shenzhen Huaqiangbei (published October 26, 2026) link