NVIDIA (NVDA) to delay new gaming chip due to memory chip shortage, The Information reports

• NVIDIA won’t release a new graphics chip for gamers in 2026.
• It’s the first time in 30 years it won’t release one in the calendar year.
• Decision follows a global memory shortage stemming from AI server boom.

NVIDIA's decision to delay its new gaming chip until 2026 marks a significant departure from its long-standing annual release schedule, driven largely by the ongoing memory chip shortage linked to rising demand from AI sectors. This delay could impact NVIDIA's competitive position in the gaming market and potentially weigh on sentiment in the semiconductor space, which has been struggling with supply chain issues. Investors may need to reassess growth expectations for NVDA and examine the implications for its product lineup and future profitability.