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.
23 Articles
23 Articles
Nvidia Delays RTX 50 ‘Super’ Cards Due to Ram Issues
(Photo by Matthias Balk/picture alliance via Getty Images) Nvidia has delayed its highly anticipated RTX 50-series “Super” graphics cards. Supply chain limits and shifting company priorities appear to have driven the decision. The upgraded GPUs were expected to debut at CES 2026 in January, but Nvidia skipped the launch, leaving PC gamers without answers. Nvidia will delay release of gaming chips According to a report from The Information, Nvidi…
NVIDIA will not launch any new GeForce products this year.
Nvidia’s GPU Strategy Faces Unprecedented Turbulence as RTX 50-Series Launch Stumbles
Nvidia’s typically well-orchestrated product launches have encountered an unusual disruption, with the company’s highly anticipated RTX 50-series graphics cards experiencing supply constraints and strategic missteps that have left both consumers and industry analysts questioning the chipmaker’s execution. The stumble comes at a critical juncture as Nvidia seeks to maintain its dominance in the gaming GPU market while simultaneously managing unpr…
Tech Radar
technewstube.comNvidia might not have any new gaming GPUs in 2026 — and could be 'slashing production' of existing GeForce models
Rumor mill seems insistent that Nvidia won't have any new GeForce GPUs in 2026 – and that wouldn't surprise me.
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