EVGA stops making video cards, citing conflicts with Nvidia and ending a partnership started in 1999; Nvidia's GeForce reportedly makes up 80% of EVGA's revenue
EVGA will continue selling current-gen GeForce cards until it runs out of stock. — Graphics card manufacturer eVGA …
Context & Ripple Effects
EVGA's exit follows a long exclusive reliance on GeForce, making the supplier relationship unusually consequential for the board maker. It arrives as related coverage describes collapsing crypto-mining demand and a flood of used GPUs, weakening the market into which EVGA must sell its remaining inventory.
Earlier shortages had led Nvidia to release older GPUs to board partners, underscoring how much product availability was controlled upstream through the allocation of older GeForce chips.
First-order effects
- EVGA will wind down video-card sales after its current GeForce inventory is exhausted, removing the product line that reportedly supplied 80% of its revenue.
- Nvidia loses a long-standing GeForce board partner whose departure was explicitly tied to conflicts in their relationship.
Second-order effects
- Other GeForce board partners inherit EVGA's potential retail demand, but must compete in a market already pressured by used-GPU supply after crypto demand collapsed.
- EVGA's remaining stock is likely to be sold into that softer market, limiting the company’s ability to treat the wind-down as a simple inventory transition.
Third-order effects
- The exit highlights the concentration risk for hardware brands built around a single chip supplier: supplier control over product allocation and partner terms can determine whether a downstream brand remains viable.
- If similar partner tensions recur, GPU vendors may exert more direct control over the route to market while board makers seek product lines less dependent on one GPU family.
The trend: The GPU market is moving toward tighter upstream control by chip vendors as demand volatility exposes the fragility of single-supplier board-partner businesses.