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Nvidia warns of gaming GPU supply constraints due to memory shortages
Thursday, February 26, 2026 at 10:16 AM
Nvidia CFO indicates that supply for gaming GPUs will remain constrained in the coming months due to ongoing shortages in memory components.
Context
Nvidia reported fiscal fourth-quarter gaming revenue of $3.7 billion, representing a 47% year-over-year increase but a 13% sequential decline from the previous quarter. CFO Colette Kress warned that supply for GeForce RTX gaming GPUs will remain "very tight" through the first half of 2026. These constraints are expected to act as a persistent headwind for the gaming division into fiscal 2027, as the company struggles to balance high consumer demand against limited component availability.
The supply crunch stems from a global memory shortage, as production for DRAM and NAND is increasingly diverted toward high-margin AI data center accelerators. This reallocation has already triggered price spikes for flagship models like the RTX 5090 and could potentially delay the next-generation RTX 60 Series launch. Availability is unlikely to improve until late 2026 while Nvidia prioritizes its AI infrastructure pipeline, signaling a period of lower volume and higher hardware margins for its consumer segment.
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