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NVIDIA Reportedly Delays New Graphics Cards Amid AI Boom

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According to reports, NVIDIA will not release new graphics cards this year. This marks the first time in three decades that the company hasn't launched new gaming chips. The delay stems from the ongoing memory chip shortage, largely driven by the surging demand for AI hardware. As a result, the company is prioritizing its more profitable AI business over its gaming segment.

The shift in focus has big implications for gamers. The expected "Super" versions of the RTX 50 series cards are now likely delayed. Furthermore, the next-generation graphics card, likely the RTX 60, has also been pushed back, with mass production now slated for the end of 2027. This decision reflects a broader trend of companies prioritizing the lucrative AI market.

NVIDIA's gaming GPU revenue has shrunk considerably. In 2022, gaming GPUs accounted for 35% of total revenue. By 2025, that figure had dropped to just 8%. Compare this to the significantly higher profit margins on AI chips. This strategic pivot underscores the massive impact of AI on the tech industry.

This move suggests NVIDIA sees greater returns in the AI sector. The focus on AI chips, with their higher profit margins, allows them to navigate the current chip shortage more effectively. For gamers, this means a longer wait for new and improved graphics cards, potentially impacting the PC gaming experience in the short term.