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The chief govt of Nvidia warned that the provision of gaming graphics playing cards will likely be tight within the first half of the corporate’s fiscal 12 months, and it has restricted visibility for the second half of the 12 months. Given the brief provide of gaming graphics playing cards for desktops and gaming GPUs for laptops, anticipate gaming {hardware} to come back at elevated costs.
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”As much as we would love to have more supply, we do believe for a couple of quarters it is going to be very tight,” mentioned Jensen Huang, CEO of Nvidia, through the firm’s earnings name with monetary analysts and buyers. “If things improve by the end of the year, there is an opportunity to think about what that is from a year-over-year growth, but it is still too early for us to know at this time. We will get back to you as soon as we can.”
The head of Nvidia didn’t elaborate whether or not the tight provide of gaming {hardware} will likely be a results of inadequate provide of precise graphics processors, as Nvidia diverts its reserved wafer fabrication capability at TSMC from gaming GPUs to extra profitable knowledge middle AI GPUs, or a results of inadequate provide of GDDR7 reminiscence as DRAM makers select to supply silicon-intensive and costly HBM3E over GDDR7 SGRAM.
Sales of graphics processing models (GPUs) for gaming {and professional} visualization functions introduced Nvidia $19.233 billion final fiscal 12 months as the corporate bought $16.042 billion value of GeForce graphics processors (up 41% in comparison with FY2025) and $3.191 billion value {of professional} graphics options (up 70% year-over-year).
Prices of graphics playing cards for desktop computer systems have been rising for a while. Despite this, demand for GeForce graphics boards final 12 months was stronger than in 2024 and 2023 as Nvidia ramped up manufacturing of its GeForce RTX 50-series GPUs primarily based on the Blackwell structure.
While we nonetheless have but to see what number of Blackwell GPUs for gaming Nvidia shipped in calendar 2025, primarily based on knowledge from Jon Peddie Research, Nvidia shipped roughly 30.4 million desktop GPUs within the first three quarters of 2025, which is round 200 thousand greater than the 30.2 million desktop GPUs the corporate bought by means of the entire of 2024. Typically, unit gross sales of gaming GPUs for laptops are inclined to match unit gross sales of gaming GPUs for desktops. By distinction, shipments of AMD’s Radeon graphics cards for desktops dropped dramatically last year.
In any case, the chief exec of Nvidia has warned gamers about a short supply of graphics cards in the coming quarters, which almost certainly means high prices and limited choice.
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