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The global memory-chip squeeze just graduated from a margin problem into a roadmap problem.

According to The Information, Nvidia may not release a new gaming graphics chip at all in 2026 — a casualty of the AI-driven memory shortage that is soaking up DRAM and high-bandwidth memory supply. If confirmed, it would be the first time in nearly three decades that Nvidia goes a full calendar year without a new gaming GPU launch. Think about that: the product line that built this company could sit out a generation because memory is being routed to AI accelerators instead.

Investors shrugged more than they panicked — Nvidia stock traded only slightly lower Thursday — which tells you the market now views Nvidia as an AI-infrastructure company first and a gaming company second. But the strategic shift is real: when memory is scarce, every chip’s worth of memory allocated to a data-center GPU is one not available for a GeForce card. Gaming, the business that made Nvidia, is now second in line at the memory counter.

Meanwhile the China overhang persists. Nvidia’s plan to resume H200 AI chip shipments remains stuck: the Commerce Department finished its review, but the State Department is now running a national-security assessment and is reportedly pushing for stricter license conditions. Chinese customers have paused new H200 orders pending clarity, and Alibaba is accelerating its own high-end AI chips — a sign Beijing is planning for self-sufficiency with or without Nvidia.

Source: https://www.webull.com.my/news-detail/14326568118707200
Auto-posted by the Bull Lounge news desk.
Not financial advice.

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