Nvidia plans heavy cuts to GPU supply in early 2026

[tracker1]

I think it's maybe time for game developers to spend more effort/time on gameplay and a bit less on AAA+++ graphics that only top GPUs can handle. Maybe hard targeting iGPU/APU for mid-level support in games.

For that matter, plenty of room to remake/reskin older (fun) games... Bring the Black Mesa effect to lots of existing games.

[nirav72]

After I read this article, I realized that I have a huge backlog of unplayed/partially played games in my steam library. Significant chunk of those games are from Indie devs. Probably enough games to last me a year or two. Plus, most of them seem like they will run just fine at max to high settings using my 3080 Ti on a 1440p display. Point is, I really need to stop looking for the next hardware refresh so I can keep playing newer big budget titles. This and current memory prices made it easy for me to forget about upgrading for the next 2-3 years.

[cedws]

Games now don’t even look good enough to justify the enormous computing power they require. They’re a stuttery and blurry mess, augmented by fake AI frames, LOD popping, weird screen space rendering defects, and so on. Graphics peaked 10 years ago.

[xacky]

Nvidia is chasing trends again, they did it for crypto mining, and I bet some new fad will come up soon. It looks like the gaming industry needs to move to something else than the current GPU ecosystem in the long term. Intel Arc and Moore Threads have tried, but we really need a new way of designing and rendering graphics.

[nullocator]

Or nvidia could be broken up and different companies could focus on consumer and enterprise divisions.

[Ekaros]

I am starting to find it funny. Even if it is sad... Well thankfully Finnish has term for this surkuhupaisa...

[DivingForGold]

Nag screen

https://archive.ph/dJt9D

[givemeethekeys]

Gamers be damned, they are going to keep those prices high.

[lazylizard]

before (what? when? covid?) nvidia annual revenues were circa us$10b and amd was competing with it to make GPUs. after (what? when? covid?)..or now.. nvidia is a accelerator manufacturer with a small legacy GPU business and revenues are closer to us$200b. and amd is still no closer to competing with nvidia at making GPUs. intel started something in the mean time though. but everyone seems to be expecting them to try compete with nvidia at making accelerators. nobody is interested in GPUs anymore. accelerators seem to be the much bigger and more interesting market.

[rangestransform]

Gamers should be glad they have google and openai funding the development of their GPUs

[TheAmazingRace]

I do feel there might be a day of reckoning where Nvidia bet the farm too hard on this AI bubble and it ends up blowing up in their face.

I hope gamers, systems integrators, and regular PC enthusiasts don't have memories of goldfish and go back to business as usual. It needs to hurt Nvidia in the pocketbook.

Will this happen? Unlikely, but hope springs eternal.

[kristianp]

NVidias share price will take a hit when consolidation starts in AI, because their business won't be growing as fast as their PE ratio implies. Also the circular deals could hurt them if one of the AI providers they've invested in goes bust.[1],[2]. They won't go out of business but holders of their shares may lose lots of money. But will this happen after Anthropic and OpenAI have their IPOs, possibly next year? NVidia stands to make a lot on paper if those IPOs do well.

[1] https://finance.yahoo.com/news/nvidia-microsoft-back-anthrop...

[2] https://techcrunch.com/2025/10/12/nvidias-ai-empire-a-look-a...

[smilebot]

Why take this personally. They are a business. It’s one thing if they did something unethical, but I don’t think this is grudge worthy.

If anything this shows how small the gaming market really is for them. This opens the playing field for new companies to capture.

I find it admirable that they are able to intensify focus on an area they see the most value.

[hn_throwaway_99]

I don't get this. Nvidia didn't "bet the farm" on AI. They are simply allocating limited resources (in this case memory) to their most profitable products. Yes, it sucks for gamers, but I see Nvidia more reacting to the current marketplace than driving that change.

If/when the AI bubble bursts, Nvidia will just readjust their resource allocation accordingly.

[devwastaken]

AMD will eat their lunch, and are. If AMD can properly replace CUDA, rtx hdr, they could win the market.