Nvidia is reportedly skipping consumer GPUs in 2026. Thanks, AI


According to details provided to The Information (paywall), Nvidia will not release any new consumer graphics cards in 2026. The planned RTX 50 Super update has also been postponed or canceled.
If these details are true, this will be the first time in a very long time that Nvidia won’t have a new gaming GPU to show off for an entire year. Additionally, the next-gen RTX 60 series, which was announced to release towards the end of 2027, would also be delayed.
The context of all this obviously has something to do with the global memory shortage as well as Nvidia’s focus on AI chips for data centers, where demand is exceptionally high.
Gaming-related graphics cards accounted for about 35% of Nvidia’s revenue in 2022, but only about 8% in 2025. Meanwhile, AI chips have significantly higher profit margins, at about 65%, compared to about 40% for graphics cards.
The AI-driven RAM crisis is driving up prices for all kinds of products, with PC makers warning that PC prices will rise by 20% or more and industry experts predicting the shortage will last for months or even years. Just yesterday, Valve also cited the global RAMpocalypse as a reason for delaying the launch of its highly anticipated Steam Machine.
Thanks, AI!
Further reading: 8 signs the AI bubble could burst in 2026


