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Nvidia Stock Wobbles As AI 'Memory Crunch' Kills 2026 Gaming GPU Launch - NVIDIA (NASDAQ:NVDA)
NVIDIA prioritizes AI chips with 65% profit margin over gaming GPUs amid global memory shortages, delaying 2026 gaming GPU launches and cutting RTX 50 production.
- On Thursday, The Information reported NVIDIA will not release new consumer gaming graphics cards in 2026, indefinitely delaying the RTX 50 series refresh.
- AI-Driven memory demand has caused DRAM shortages as AI data centers consume large shares, making GPUs and other components hard to source, impacting NVIDIA supply.
- NVIDIA is cutting output of RTX 50-series GPUs amid memory shortages, causing retail prices to spike and making RTX 5070 and 5060 models harder for gamers and PC buyers to find.
- This marks the first such pause in three decades for NVIDIA as the memory shortage impacts the auto industry and forces the PC market into survival mode.
- The delay pushes out the RTX 60 timeframe, with mass production of Rubin GPUs now slated for the end of 2027 and Microsoft and NVIDIA not rushing Windows SoC support.
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20 Articles
Zero Hedge+2 Reposted by 2 other sources
Nvidia Could Delay New GPU Due To Deepening Memory Crunch
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
·United States
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Nvidia Stock Wobbles As AI 'Memory Crunch' Kills 2026 Gaming GPU Launch - NVIDIA (NASDAQ:NVDA)
Nvidia faces fresh pressure as reports suggest it may pause new gaming GPU launches, awaits U.S. clearance to ship H200 chips to China, and weighs a massive $20 billion investment in OpenAI's next funding round.
·New York, United States
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Total News Sources20
Leaning Left2Leaning Right1Center3Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 33%
C 50%
R 17%
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