For the first time in 30 years, Nvidia won't release a new GeForce GPU generation

Nvidia has paused its annual GeForce GPU refresh in 2026 to prioritize lucrative AI chips, cutting gaming-GPU production by up to 40% amid a worsening memory-chip shortage. That shortage has driven AMD to raise Radeon prices 10–17% and forced Intel to cancel its Arc B770 gaming card, pivoting to a higher‑memory Arc Pro B70 for workstations. Analysts say High Bandwidth Memory is being prioritized for AI, starving consumer GPU supply. Gartner forecasts a 17% rise in PC prices and a 10.4% fall in shipments in 2026, with entry‑level PCs disappearing by 2028. Market impact: stronger margins and product focus for Nvidia’s AI business, constrained gaming GPU supply and higher prices that hurt AMD/Intel’s ability to capture displaced Nvidia demand, and broader negative effects on PC volumes and consumer affordability.