Expect Nvidia’s RTX GPUs to be in short supply in 2026
Nvidia expects “supply constraints” for GeForce in 2026
During its Q4 2026 earnings call, Nvidia CFO Colette Kress confirmed that its gaming products are facing “supply constraints” and that these “constraints” will be a headwind for Nvidia through Q1 and beyond.
Right now, many Nvidia GPU models are already in short supply. Nvidia’s RTX 5090 has already seen its price rise significantly in the UK and other regions. Furthermore, there are reports that Nvidia have focused 75% of their GPU production on its most VRAM-efficient GPU models. This includes their 8GB RTX 5060, 8GB RTX 5060 Ti, and 12GB RTX 5070.
Earlier this year, Nvidia confirmed that its GPU production capability is “constrained” by its “memory supply“. Based on Kress’ newest comments, this situation has not changed. Supply constraints are expected in “Q1 and beyond”.
Moving to Gaming. Gaming revenue of $3,700,000,000 increased 47% year on year, driven by strong Blackwell demand and improved supply. GeForce RTX is the leading platform for PC gamers, creators, and developers. In Q4, we added several new technologies and advancements, including DLSS 4.5, which uses AI to bring game visuals to a new level, and 35% faster LLM inference across leading AI PC frameworks. Looking ahead, while end demand for our products remains strong and channel inventory levels are healthy, we expect supply constraints to be the headwind to Gaming in Q1 and beyond.
– Nvidia CFO, Colette Kress
Nvidia posted strong revenue in its gaming segment, with 47% year-on-year growth. This growth is expected, given that last year saw the launch of new GeForce RTX products. Years with new GPUs always see larger gaming revenues than years without new product launches. This is especially true when high-end GPU pricing becomes higher, as we saw with the RTX 5090.
If you want cheap gaming hardware, 2026 is going to be a tough year. The ongoing memory shortage has caused the price of gaming PCs to skyrocket. For DDR5 memory kits, prices are around 4x higher than they were in summer 2025. Sadly, memory prices aren’t expected to go down anytime soon.
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