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 acknowledged that in the upcoming quarters, the supply of GeForce cards will be limited. This could mean worse availability in stores and price increases.
NVIDIA is earning record profits, but not from gaming
During its financial results presentation, NVIDIA boasted impressive results. The gaming segment, responsible for GeForce cards, grew by 47% year over year and 13% quarter over quarter. However, the true driving force of the company today is the chips for artificial intelligence and data centers. This is where the largest portion of production capacity is going. During the conference, Colette Kress, the CFO of NVIDIA, spoke up. She stated outright 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 Could Problems Arise?
It's worth remembering that NVIDIA's fiscal year does not align with the calendar year. The first quarter of fiscal year 2027 marks the beginning of 2026. The company warns that the situation may be tight for several quarters. If supply improves, sales growth will only be visible by the end of the year – but for now, it's too early for that. 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 plan to purchase a GPU, the coming months may simply be a weak moment for hardware upgrades. Especially if you are interested in 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 shortages in stores and higher GPU prices. If you are considering purchasing a new graphics card, it's worth keeping a close eye on the market.
Source: PCMag
