- Rumor claims Nvidia has cut GeForce GPU production by 15% to 20%
- No new Blackwell gaming GPUs are expected this year
- This rules out an RTX 5000 Super refresh, anticipated for late 2026
Nvidia's supply of chips to its graphics card partners is rumored to have been significantly reduced, with no new GeForce GPUs slated for release this year.
The latest concerning news comes from leaker MegasizeGPU, who noted on X that Nvidia's GPU supply has been cut by 15% to 20%, as highlighted by Tom's Hardware.
This reduction means that the bundles of chips and video RAM supplied to third-party partners like Asus, Gigabyte, and MSI have been decreased by up to a fifth.
While this is a significant drop, the leaker reassured that Nvidia is still providing chips with the necessary VRAM. (Another rumor suggested otherwise, which is crucial to note).
However, the leaker concluded with disappointing news: "The bad news is that there will be no new product in 2026."
This means the anticipated RTX 5000 Super refreshes, which were expected to launch in late 2026 after being delayed from late 2025, are now off the table. While all of this remains speculative, it’s wise to take these claims with caution.
In a later discussion on X, another user speculated about the arrival of RTX 6000 graphics cards in early 2027, but MegasizeGPU indicated that this is unlikely and that it's too early to discuss Nvidia's next-gen GPUs. However, other sources suggest a late 2027 launch for these cards.
In a related development, AMD's Gizmodo interview from CES 2026 has surfaced, where an executive expressed confidence in maintaining Radeon GPU prices.
David McAfee, AMD's Corporate VP of the Client Channel Business, reiterated his commitment to strategic partnerships with DRAM manufacturers to ensure adequate supply and favorable pricing for their graphics business.
However, he acknowledged the unpredictability of the market, stating that AMD is working with its partners to keep prices close to the suggested MSRPs.
Analysis: 16GB Could Be a Challenging Loadout for This Year
The silver lining in these rumors is that Nvidia continues to supply VRAM alongside graphics chips for its partners. If this were not the case, as previously suggested, it would severely impact smaller manufacturers struggling to source GDDR7 memory amid the ongoing RAM crisis.
Nevertheless, the overall outlook appears grim. RTX 6000 GPUs are not yet on the horizon, and if MegasizeGPU's claims hold true, RTX 5000 Super refreshes will not materialize in 2026. A production cut of up to 20% for Blackwell graphics cards could lead to fewer GPUs available on the market, likely driving prices up as video memory costs continue to rise.
This situation unfolds against a backdrop of rumors that Nvidia may be abandoning certain mid-range Blackwell models with 16GB of VRAM, including the RTX 5070 Ti and a 16GB variant of the RTX 5060 Ti. However, Nvidia has denied these claims, asserting that it continues to ship all current GeForce GPU models and is working closely with suppliers to maximize memory availability.
Despite this, the RAM crisis is severely impacting the market, and AI GPUs are prioritized due to their profitability. Thus, it’s plausible that production levels for Blackwell GPUs could be adversely affected, making it challenging to find RTX 5070 Ti cards at reasonable prices.
While we are in speculative territory, the prospect of 8GB GPUs dominating the market—aside from the RTX 5070 12GB—does not bode well for many gamers. Many argue that 8GB is insufficient for modern gaming, and we've explored this topic extensively.
As for AMD, they face similar VRAM challenges. While they are making efforts to maintain prices close to MSRPs, RDNA 4 GPUs have often exceeded those suggested prices, compounded by the ongoing RAM crisis.
If you are considering a GPU upgrade in 2026, it may be wise to purchase now if you find a card at a reasonable price. Waiting for the RTX Super refreshes may lead to disappointment, as these GPUs could be delayed or never arrive at all.