Warning from NVIDIA to Gamers: Memory Supply Issues Ahead
Things are going financially well for NVIDIA , but the situation is a bit complicated for gamers. The company reported record growth for the fourth quarter of the 2026 fiscal year. However, the lion's share of this success no longer comes from the gaming world, but from artificial intelligence (AI) and data centers.
NVIDIA CFO Warns Investors About Gaming Growth
During the investor meeting, NVIDIA CFO Colette Kress was directly asked whether the same growth trajectory would continue in the gaming segment in the coming fiscal year.
Kress's response is not the kind that will please those waiting for graphics cards. Stating that they expect a serious squeeze in memory supply, Kress said they expect this situation to continue for the next few quarters. In other words, market conditions will remain quite challenging for some time.
'We believe the next few quarters will be very tight in terms of memory. If conditions improve toward the end of the year, we can re-evaluate growth opportunities, but it is too early to say anything definitive right now. We will keep you updated as we receive new information,' she said.
Bad News for Those Waiting for Graphics Cards: Focus is on AI
Recent reports indicate that NVIDIA has decided not to release a new graphics card series this year. Behind this situation lies not only a strategy but also the prioritization of AI chips and data centers due to a global RAM shortage.
Additionally, it is rumored that the company could limit the production of current RTX 50 series graphics cards because of these supply issues. NVIDIA 's shift in focus from the gaming sector to AI and data centers means that stock problems in the gaming world may persist in the coming period.
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