From PC World: Nvidia has some more bad news for PC gamers: GPU shortages are here again.
Nvidia warned that supply constraints would be a “headwind” in its fourth-quarter 2026 earnings call, though the company didn’t specifically say whether its GPUs or the associated memory would be tight. It really doesn’t matter.
“Gaming revenue for the fourth quarter was up 47% from a year ago [to $3.727 billion], driven by strong Blackwell demand,” Nvidia chief financial officer Colette Kress told analysts. “Gaming revenue was down 13% sequentially as channel inventory naturally moderated following a season of strong holiday demand. We expect supply constraints to be a headwind to Gaming in the first quarter of fiscal 2027 and beyond.”
Whether or not you care about how Nvidia did financially, the takeaway is pretty clear: Nvidia can sell its GPUs for about whatever it wants right now, and the shortages in the market will drive prices even higher. Nvidia is facing the same pressures as virtually every other component maker: AI is gobbling up and creating shortages in the RAM and storage markets. Now, both Nvidia and Intel have warned of supply constraints, basically subjecting the vast majority of PC components to supply limitations. All that will continue to drive PC prices higher in 2026.
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