"AI demand has driven the current memory chip shortage, throwing the consumer electronics industry out of kilter. Many product prices are expected to rise (as if tariffs hadn't already done enough damage there). And the scarcity of memory chips has made components that rely on them, including GPUs, nearly impossible to find. Even the auto industry isn't spared. Facing those constraints, NVIDIA, which made its bones on graphics chips for PCs and gaming consoles, is essentially brushing off that demographic."
"The Information notes that in the first nine months of 2022, NVIDIA's gaming GPUs made up 35 percent of its total revenue. During that same period in 2025, only around 8 percent came from gaming components. In addition, NVIDIA's AI chips have much higher profit margins: 65 percent vs. 40 percent for graphics cards. That means gamers, already hard-pressed to find last year's RTX 50 series, likely won't get the expected "Super" version in 2026."
NVIDIA is delaying release of new gaming GPUs until 2026 and beyond due to AI-driven demand and memory shortages. AI demand created a memory chip shortage that has disrupted consumer electronics, raised product prices, and made GPUs and other components scarce. NVIDIA's revenue mix shifted from 35% gaming in early 2022 to about 8% in 2025, while AI chips yield higher profit margins (65% vs. 40% for graphics cards). The delays affect the expected RTX 50 "Super" in 2026 and push back the next-generation RTX 60 mass-production timetable originally slated for late 2027.
Read at Engadget
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