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[Wolzard]

Nvidia reportedly plans 30-40% cut in GeForce GPU production in early 2026

Recent reports have claimed that Nvidia intends to reduce its production capacity for GeForce RTX 50 series GPUs in the first half of 2026. These cuts are reportedly due to shortages of memory, not just GDDR7, but all memory types.

30-40% of Nvidia's GeForce GPU production could be axed. This implies that Nvidia cannot get enough GDDR7 memory to produce GPUs at its current rate. Alternatively, it implies that Nvidia expects significantly reduced GPU sales in 2026, possibly due to rising NAND and DRAM costs and their impact on PC prices.

Note that there is no mention of non-GeForce RTX PRO series GPUs. If GDDR7 memory supply is indeed limited, Nvidia may be allocating its limited memory stocks to its more profitable RTX PRO GPU lineup, sacrificing its GeForce lineup.

According to a report from China's BoBantang , NVIDIA will adjust the GPU production capacity of its GeForce RTX 50 series graphics cards in 2026 to address memory shortages. The article mentions that compared to the first half of 2025, NVIDIA plans to reduce supply by 30-40% in the same period of 2026.

– Benchlife

Benchlife has claimed that Nvidia plans to start its cuts by targeting its RTX 5060 Ti 16GB and RTX 5070 Ti. Targeting the RTX 5060 Ti 16GB makes sense, as this GPU has the same amount of memory as an RTX 5080, a much more expensive GPU. The same is true for the RTX 5070 Ti. It's memory could also be used for more profitable RTX 5080 GPUs.

If this is true, Nvidia wants to allocate its memory to its most profitable products. This makes sense from a business perspective. However, this tactic will hit consumers hard. Nvidia's RTX 5060 Ti 16GB is a much better product than its 8GB counterpart. Why? It has enough VRAM to run modern games without compromises. Nvidia's shift in production will force more consumers to purchase their 8GB GPU models.

In addition to the news from BoBantang, several AIC partners and component suppliers have also mentioned to us that NVIDIA will be the first to adjust the supply of GeForce RTX 5070 Ti and GeForce RTX 5060 Ti 16GB GDDR7.

– Benchlife

https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/

 

[Spyxos]

Recent reports have claimed that Nvidia intends to reduce its production capacity for GeForce RTX 50 series GPUs in the first half of 2026. These cuts are reportedly due to shortages of memory, not just GDDR7, but all memory types.

30-40% of Nvidia's GeForce GPU production could be axed. This implies that Nvidia cannot get enough GDDR7 memory to produce GPUs at its current rate. Alternatively, it implies that Nvidia expects significantly reduced GPU sales in 2026, possibly due to rising NAND and DRAM costs and their impact on PC prices.

Benchlife has claimed that Nvidia plans to start its cuts by targeting its RTX 5060 Ti 16GB and RTX 5070 Ti. Targeting the RTX 5060 Ti 16GB makes sense, as this GPU has the same amount of memory as an RTX 5080, a much more expensive GPU. The same is true for the RTX 5070 Ti. It's memory could also be used for more profitable RTX 5080 GPUs.

If this is true, Nvidia wants to allocate its memory to its most profitable products. This makes sense from a business perspective. However, this tactic will hit consumers hard.

https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/

 

[The Cockatrice]

Should be tagged as rumors and it may only impact Chinese customers. We'll see.

 

[vkbest]

Would be cool if their profits crash by the monster they created

 

[winjer]

FFS, when Jensen said Nvidia was no longer a gaming company, he wasn't kidding.
And of course, this will probably mean higher prices for gaming GPUs. Combined with the dram price increases.
2026 is going to be a terrible year for gamers.

 

[coachmcguirk91]

At this rate, the PS5 generation will be viable until 2040. Casuals ain't buying 1000$ consoles

 

[Hookshot]

I Should have got a 5090, I could have recouped most of the money a few years down the line.

 

[RetroGamingUK]

At this rate, the PS5 generation will be viable until 2040. Casuals ain't buying 1000$ consoles

I mean at what point do we stop needing new generations?

 

[DirtInUrEye]

I semi jokingly posed this possibility in the other thread a couple of weeks ago. I can't bloody believe it though, good grief.

 

[DonkeyPunchJr]

It's looking like we'll have a shitty couple of years for gaming hardware. I guess it's going to be awful until either the AI bubble bursts or manufacturing ramps up to meet demand.

 

[adamsapple]

They already said they're not a gaming company anymore a few months back soo....

the signs were always there, lol.

Thread 'Nvidia says they’re not a gaming company anymore as AI drives record-breaking revenue'

Nov 22, 2025

Nvidia says they’re not a gaming company anymore as AI drives record-breaking revenue - Dexerto

Nvidia reported another record quarter as AI demand continued to surge, with the company saying it has now shifted from a gaming-focused GPU maker to an AI data center giant.

www.dexerto.com

NVIDIA has evolved from gaming

In its earnings call, the company said it has "evolved over the past twenty-five years from a gaming GPU company to now an AI data center infrastructure company."

• adamsapple
• Replies: 131
• Forum: Gaming Discussion

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[Magic Carpet]

Crossgen gets extended another year.
2035 before the first real PS6 title?

 

[kazuyamishima]

Gaming, especially PC's, will become extremely expensive.

 

[RoboFu]

This is the real thing that will bring down PC gaming. its isn't the prices its going be the scarcity that comes along with the prices.

 

[Bernardougf]

I mean at what point do we stop needing new generations?

I would comfortably stay with my ps5pro untill at least 2030 ...I just dont give a single fuck about ray tracing and new puddle technologies

The diminished returns are too obvious to ignore at this point ....

 

[Lucifers Beard]

Fine, I was planning on moving across to AMD in the future anyway. I'm not giving those greedy cunts at Nvidia anymore of my money going forward.

 

[DirtInUrEye]

Surely the one upside to this is it'll make all in development games be specced for older existing hardware for longer. RTX just won't be worth the investment for many publishers, which is disappointing but hardly a disaster. Unless your name is Alex Battaglia, who will be in tatters.

 

[Solarstrike]

2026 seeems to be the year the elites want to drastically fuck shit up in the world. OR it's all going into the cloud?

Edit: Nvidia wants to probably charge people a subscription fee, whatever they are planning.

 

[Lucifers Beard]

Surely the one upside to this is it'll make all in development games be specced for older existing hardware for longer. RTX just won't be worth the investment for many publishers, which is disappointing but hardly a disaster. Unless your name is Alex Battaglia, who will be in tatters.

I was thinking this whilst posting my above comment. I don't really see this being a big problem unless you absolutely must have the most cutting edge graphics ever. I'm more than happy with generations lasting longer!

 

[keraj37]

Still rocking my 3090

 

[xenosys]

Get ready for remote computing where all you have are a keyboard, mouse, monitor and network connection. The rest is done elsewhere.

 

[Mayar]

I'm already tired of writing anything on this topic, so I'll just do this...

 

[DirtInUrEye]

I was thinking this whilst posting my above comment. I don't really see this being a big problem unless you absolutely must have the most cutting edge graphics ever. I'm more than happy with generations lasting longer!

We already have PBR and a good standard of ambient occlusion. Games look absolutely fantastic today, I can easily live with their temporary graphical stasis if necessary.

 

[Topher]

Got my 5080 so I think I'm fine until this all normalizes again. Build up for AI won't last forever.

 

[Mayar]

until this all normalizes again

I see you're an optimist.

Build up for AI won't last forever.

Very strong optimist

 

[HerjansEagleFeeder]

 

[PeteBull]

By early 2027 once their 60xx series cards launches im gonna be hunting 6070ti/80/80ti/90 like 35yo ran tru sluts hunt for multimilionaire husbands:

 

[LordCBH]

Meaning what they do make will be significantly more expensive.

 

[crackajack]

Gaming, especially PC's, will become extremely expensive.

Phones or consoles won't be unaffected either. Phones, at least the high end ones, might be able to eat up increased costs, but entry level eg Samsung A10 or 20 or whatever might become more expensive and or just have less or won't get more RAM. Consoles with rather thin profit margins probably will increase prices again and next gen planning is probably very volatile right now with how much stuff they absolutely need/want and what price ultimately follows.
Price increases are given to the customer rather fast while stuff becoming cheaper takes a while to trickle down.

 

[FalsettoVibe]

What's a reasonable price for a 5080 at the moment?

 

[DirtInUrEye]

Get ready for remote computing where all you have are a keyboard, mouse, monitor and network connection. The rest is done elsewhere.

If it does lead to there my oldest hobby will end, simple as that.

 

[Miles708]

I'm starting to think videogames are really not worth all this trouble.

 

[CliffBronger]

Glad i just snagged a 5090 at near retail price.

Just sold my 4090 on ebay for £1850 i paid £1400 for it in 2023

 

[kazuyamishima]

Price increases are given to the customer rather fast while stuff becoming cheaper takes a while to trickle down.

As I said before, PC gamers will be more screwed than console gamers.

 

[Felessan]

Good
PCMR should be enthusiasts level gaming

Get ready for remote computing where all you have are a keyboard, mouse, monitor and network connection. The rest is done elsewhere.

Elsewhere as in elven forest where games run using trees and grass and not GPU?

 

[Zathalus]

Doesn't seem this is by choice for Nvidia. They are prioritizing business products of course, but they would probably not want to cut back at all if that was possible. Consumer shortages next year seems like it's going to suck. Frankly I wish governments would step in over this nonsense.

 

[Topher]

I see you're an optimist.

Very strong optimist

We got through the crypto-mining craze. I'm just can't get all fussed about this sort of thing again.

And I wouldn't be put out one little bit if game devs put brakes on inserting every new graphical feature they can into games going forward. Not sure that will happen, but something is going to have to give if this latest shortage lasts a long time. I'm thinking PS5 might be the primary target system for games for some time.

 

[asdasdasdbb]

I think it's because they are going to hike prices soon. Are you buyin the 5060 Ti 16 GB if it's $500 (or more)?

 

[Hyet]

AI Bubble can't burst soon enough

 

[Sintoid]

Going back to tabletop RPGs will be a lot of fun

 

[Oixte]

I bought an RTX 2070 Super in 2019 and will not upgrade anytime soon. It's simply not worth it.

Consumers should vote with their wallet.

The big AI fever dream of NVIDIA, M$ and others is a hoax.

 

[Draugoth]

I hated Gen AI, now I hate it even more.

I hope everyone likes subscription based gaming

 

[Felessan]

Doesn't seem this is by choice for Nvidia. They are prioritizing business products of course, but they would probably not want to cut back at all if that was possible. Consumer shortages next year seems like it's going to suck. Frankly I wish governments would step in over this nonsense.

Already did
Stargate is backed by US Govt

 

[MayauMiao]

PC price going up means less PC gamers around to support the market. Game will be stagnant and won't be able to push graphics to the next level.

This generation is probably as good as its going to get when it comes to PC graphics.

 

[Witchilich]

I mean at what point do we stop needing new generations?

After 2040 when we get a Playstation with 0.2 nm processor. We will finally reach the limit of Physics.

 

[LordCBH]

 

[Ebrietas]

I mean at what point do we stop needing new generations?

Already at that point.

 

[Zacfoldor]

Got my 5080 so I think I'm fine until this all normalizes again. Build up for AI won't last forever.

Smart comment.

To a young mind 2 years can seem like an eternity. A wasted youth. When mixed with a defeatist attitude, it is no surprise the depression that surrounds this for many PC gamers. This is the source of the panic. However, the panic is a social construct and totally unnecessary.

This isn't my first "panic buy" time. I've seen this with other industries and products under much more dire, government induced conditions. I've seen it in this industry during mining, during the floods in Thailand in 2011. Usually these things alleviate after a brief time. 24 months.

I just don't like watching people accept defeat easily and act like there is nothing they can do about it. I've always been one when the chips were down I got to work. I can't hardly stand seeing someone when the chips are down give up, lol. It hurts me. I want to see gamers stand up and do their complaining thing, not cry in a corner, so that is the only reason this even has affected me, lol.

 

[The_Mike]

FFS, when Jensen said Nvidia was no longer a gaming company, he wasn't kidding.
And of course, this will probably mean higher prices for gaming GPUs. Combined with the dram price increases.
2026 is going to be a terrible year for gamers.

To Nvidia's defence, its a problem not related to Nvidia, as it's a global problem because of the ram.
Nvidia would still have loved to sell these cards to you if they could.

 

[Mayar]

We got through the crypto-mining craze. I'm just can't get all fussed about this sort of thing again.

And I wouldn't be put out one little bit if game devs put brakes on inserting every new graphical feature they can into games going forward. Not sure that will happen, but something is going to have to give if this latest shortage lasts a long time. I'm thinking PS5 might be the primary target system for games for some time.

It's one thing when we talk about cryptocurrency, which fluctuates in waves depending on demand. It's quite another when we're talking about a technology that has the potential to dramatically change technology and much else beyond recognition in the foreseeable future. Added to this is the fact that large manufacturers simply don't see much point in selling their products to end consumers, which is why we see news like this every time there's a move or any opportunity to exit the market. Because if Nvidia had the opportunity to completely abandon the end-user market, they would do so immediately without a second thought. But for them to do so, they would need at least the support of other market players.

Therefore, I don't see any quick way out of this situation.