Katarzyna Petru
Are you planning to upgrade your computer or buy a new graphics card? You better prepare for a tougher period. NVIDIA has officially admitted that in the upcoming quarters, the supply of GeForce cards will be limited. This may mean poorer availability in stores and an increase in prices.
NVIDIA is making record profits, but not from gaming
During its financial results presentation, NVIDIA boasted impressive performance. The gaming segment, responsible for GeForce cards, grew by 47% year on year and 13% quarter on quarter. However, the true driving force for the company today is artificial intelligence and data centre chips. This is where the largest portion of production capacity is being allocated. During the conference, Colette Kress, NVIDIA's Chief Financial Officer, spoke up. She directly acknowledged that supply constraints will be a hurdle for the gaming industry in the first quarter of fiscal year 2027 and beyond. In practice, this means that GeForce cards are not currently a priority for the manufacturer.
When might problems arise?
It’s worth remembering that NVIDIA’s fiscal year does not align with the calendar year. The first quarter of financial year 2027 marks the beginning of 2026. The company warns that the situation could be tense for several quarters. If supply improves, sales growth will only be noticeable towards the end of the year – but for now, it’s too early to tell. For gamers, this means one thing: fewer deliveries = higher prices and harder availability.
The market already remembers a time when graphics cards were nearly impossible to obtain, and prices soared. This time, the cause is not cryptocurrency mining, but the enormous demand for AI chips. If you’re planning to purchase a GPU, the upcoming months may simply be a bad time to upgrade your hardware, especially if you’re after high-end models.
NVIDIA officially warns of limited supply of GeForce cards in 2026. Gaming continues to grow, but the company's priority remains AI. The effect? Possible stock shortages and higher GPU prices. If you're considering purchasing a new graphics card, it's worth keeping a close eye on the market.
Source: PCMag
