Rumor
NVIDIA reportedly cuts orders by 20 percent amid VRAM supply constraints
Thursday, December 25, 2025 at 08:38 AM
Reports suggest NVIDIA may reduce orders by 20% due to VRAM shortages, potentially resulting in no new graphics card releases scheduled for 2026.
Context
Nvidia has reportedly reduced its supply of RTX 50-series GPUs to board partners by 15-20% due to a global shortage of GDDR7 memory. This strategic realignment prioritizes limited memory stocks for high-margin AI data center hardware over consumer gaming products. Consequently, production for mid-range models like the RTX 5070 Ti is being halted, and reports suggest a "Super" series refresh may be canceled for the remainder of the year.
The supply contraction is already triggering significant price volatility in the retail market. Flagship models such as the RTX 5090 are reportedly reaching price points as high as $5,000 as inventory dwindles. These constraints are expected to persist through the first half of 2026, affecting global availability and narrowing margins for add-in-board partners.
For investors, this shift illustrates Nvidia’s commitment to maximizing profitability by funneling resources into enterprise AI. While gaming remains a cornerstone of the brand, the company’s manufacturing focus is increasingly dictated by the explosive growth and superior returns of the data center segment.
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