Overview
- Nvidia’s Gaming and AI PC revenue rose 41% to a record $16 billion for the fiscal year, driven by the GeForce RTX 50 Series.
- CEO Jensen Huang said gaming GPU availability will be very tight for a couple of quarters and noted limited visibility on conditions later in the year.
- CFO Colette Kress said supply constraints will be a headwind for the Gaming business in the first quarter of fiscal 2027 and beyond.
- Industry reporting links the crunch to wafer allocation shifting toward data-center AI GPUs and DRAM makers favoring HBM3E over GDDR7.
- Nvidia denied reports that specific RTX 50 cards are being discontinued, yet shortages and rising prices are expected to persist through 2026.