Nvidia is reportedly skipping shopper GPUs in 2026. Thanks, AI
Abstract created by Sensible Solutions AI
In abstract:
- PCWorld stories that Nvidia will skip launching new shopper graphics playing cards in 2026, together with the RTX 50 Tremendous collection, as a result of world reminiscence shortages.
- AI chips provide considerably greater revenue margins at 65% in comparison with graphics playing cards at 40%, driving Nvidia’s strategic shift towards AI manufacturing.
- The delay additionally impacts the next-generation RTX 60 collection, pushing its launch past the initially deliberate 2027 timeline and impacting future gaming {hardware} availability.
In accordance with particulars supplied to The Info (paywall), Nvidia gained’t be launching any new shopper graphics playing cards in 2026. The deliberate RTX 50 Tremendous replace has additionally been postponed or canceled.
If these particulars are true, this would be the first time in a really very long time that Nvidia has no new gaming GPU to showcase for a whole 12 months. As well as, the next-generation RTX 60 collection—beforehand rumored to be popping out in direction of the top of 2027—can also be stated to be delayed.
The context for all of this clearly has one thing to do with the worldwide reminiscence scarcity in addition to Nvidia’s shifting focus in direction of AI chips for information facilities, the place demand is exceptionally excessive.
Gaming-related graphics playing cards accounted for about 35 % of Nvidia’s income in 2022, however solely round 8 % in 2025. In the meantime, AI chips have considerably greater revenue margins at round 65 % in comparison with about 40 % for graphics playing cards.
The AI-driven RAM disaster is inflicting all types of merchandise to spike in worth, with PC makers warning that PC costs will leap 20% or extra and trade consultants projecting the scarcity to final months and even years. Simply yesterday, Valve additionally cited the worldwide RAMpocalypse as a cause for delaying the launch of its extremely anticipated Steam Machine.
Thanks, AI!
Additional studying: 8 indicators the AI bubble could pop in 2026
This text initially appeared on our sister publication PC för Alla and was translated and localized from Swedish.
