Nvidia GPU shortages are right here once more
Abstract created by Good Solutions AI
In abstract:
- PCWorld studies Nvidia is warning of renewed GPU provide constraints that can stay “very tight” for a number of quarters forward.
- Sturdy AI demand and Blackwell chip reputation are driving shortages in GPUs, RAM, and storage elements throughout the PC market.
- PC players ought to count on increased costs and restricted availability as provide points create vital headwinds regardless of robust gaming income development.
Nvidia has some extra dangerous information for PC players: GPU shortages are right here once more.
Nvidia warned that provide constraints can be a “headwind” in its fourth-quarter 2026 earnings name, although the corporate didn’t particularly say whether or not its GPUs or the related reminiscence can be tight. It actually doesn’t matter.
“Gaming income for the fourth quarter was up 47% from a 12 months in the past [to $3.727 billion], pushed by robust Blackwell demand,” Nvidia chief monetary officer Colette Kress instructed analysts. “Gaming income was down 13% sequentially as channel stock naturally moderated following a season of robust vacation demand. We count on provide constraints to be a headwind to Gaming within the first quarter of fiscal 2027 and past.”
Whether or not or not you care about how Nvidia did financially, the takeaway is fairly clear: Nvidia can promote its GPUs for about no matter it needs proper now, and the shortages available in the market will drive costs even increased. Nvidia is going through the identical pressures as nearly each different element maker: AI is gobbling up and creating shortages within the RAM and storage markets. Now, each Nvidia and Intel have warned of provide constraints, mainly subjecting the overwhelming majority of PC elements to provide limitations. All that can proceed to drive PC costs increased in 2026.
In early 2025, Nvidia warned that its high-end GeForce RTX 5080 and 5090 GPUs might promote out. Throughout its 2026 name, the corporate didn’t establish which GPUs can be beneath strain. Kress was requested concerning the shortages within the context of the AI reminiscence demand, nevertheless.
If there’s any hope, it is likely to be that the provision points shall be momentary, form of. “As a lot as we might like to have extra provide, we do imagine for a few quarters, it’s going to be very tight,” Kress replied to an analyst query about shortages. “If issues enhance by the top of the 12 months, there is a chance to consider what that’s from a year-over-year development. But it surely’s nonetheless too early for us to know at the moment, and we’ll get again to you as quickly as we will.”
Nvidia reported web revenue of $42.96 billion, up 94 % from a 12 months in the past, on income of $68.127 billion, up 73 % from the identical interval final 12 months.
