Nvidia Shifts Focus to AI, Delaying GPU Releases
Nvidia
RTX 50 Series
AI
RAM shortage
Gaming
Tech
Supply Chain
8
Strategic Shift
Media Hype
7/10
Real Impact
8/10
What is the Viqus Verdict?
We evaluate each news story based on its real impact versus its media hype to offer a clear and objective perspective.
AI Analysis:
While the delay is expected, the magnitude of Nvidia’s shift in priorities and the underlying RAM shortage present a substantial, long-term impact on the hardware market, generating significant media attention.
Article Summary
Nvidia’s strategic shift is being driven by a persistent global memory shortage, specifically a limited supply of RAM. Initially slated for a CES 2026 unveiling, the RTX 50-series Super refresh has been postponed, citing the need to prioritize AI chip production. Furthermore, Nvidia is reportedly cutting back on the production of its existing RTX 50-series gaming GPUs, which are already experiencing significant demand and sell-outs. This shift follows record-breaking revenue growth primarily fueled by Nvidia’s data center AI chips, accounting for $51.2 billion of the company’s $57 billion Q3 2026 earnings. The delay of the RTX 60-series, originally scheduled for mass production at the end of 2027, could push its release into 2028 or even later. The ripple effect of this RAM shortage impacts not just Nvidia but potentially other tech industries, including smartphones and PC hardware upgrades.Key Points
- Nvidia is delaying the RTX 50-series Super refresh due to a limited RAM supply.
- The company is prioritizing AI chip production over gaming GPU development.
- The RTX 60-series launch is potentially being pushed back to 2028 or later due to ongoing RAM shortages.