1. Nvidia is likely skipping all new gaming GPUs in 2026
Multiple reports citing The Information say Nvidia will not release any new GeForce gaming GPUs in 2026, marking the first time in roughly three decades without a consumer GPU launch. The reason consistently cited is the global memory shortage, with Nvidia prioritizing high‑margin AI and data‑center GPUs over gaming hardware. Reports also suggest RTX 50 “Super” refreshes are shelved, and even the RTX 60‑series may not ship until 2028. Nvidia has acknowledged constrained memory supply but has not confirmed a full pause. [tomshardware.com], [techradar.com], [trustedreviews.com]
Why it matters:
This fundamentally reshapes the GPU upgrade cycle for gamers and helps explain why prices are staying high despite an aging generation.
2. GPU prices are rising again as memory costs spike
Both AMD and Nvidia partners are raising GPU prices, with reports confirming another round of Radeon price hikes is expected between February and March 2026, following a 5–10% increase in January. Rising VRAM and DRAM costs, driven by AI demand, are forcing board partners to protect margins. Nvidia GPUs are already selling above MSRP in many regions, and AMD is narrowing its traditional price advantage. [tweaktown.com], [ca.news.yahoo.com], [vgtimes.com]
Why it matters:
The era of “waiting for prices to come down” appears over for now. AI is effectively pricing gamers out of the low‑ and mid‑range.
3. Intel recommits to GPUs—just not gaming (yet)
Intel’s CEO confirmed the company will build GPUs at scale and has hired Eric Demers (former AMD/Qualcomm GPU architect) to lead the effort. However, at the same time, reports indicate Intel has canceled the Arc B770 gaming GPU, shifting focus instead to AI‑ and workstation‑oriented GPUs like the Arc Pro B70 with 32 GB of VRAM. Intel says GPUs are “very important,” but near‑term priorities are clearly data centers and AI acceleration. [money.usnews.com], [tweaktown.com], [winbuzzer.com]
Leave a Reply