Nvidia Will Not Release New Gaming GPU in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy NVDA?
Source: seekingalpha
- GPU Release Delay: Nvidia will not release a new gaming GPU in 2026 due to ongoing memory supply issues, marking the first time in three decades that the company has missed a GPU launch, which could impact its competitive edge in the market.
- Memory Priority Shift: The company is reallocating its memory supply to prioritize artificial intelligence accelerators, reflecting a strategic response to the tech industry's memory shortages aimed at enhancing its AI product positioning.
- Production Cuts: Nvidia is cutting production of its gaming GPUs due to the memory shortage, which may lead to a decline in its market share in the gaming sector, consequently affecting overall revenue.
- Industry Impact: This decision by Nvidia not only affects its product line but could also trigger a ripple effect across the gaming hardware market, allowing competitors to potentially seize market share.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 174.190
Low
200.00
Averages
264.97
High
352.00
Current: 174.190
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Foxconn Flags Strong Q1 Performance Expectations
- January Revenue Surge: Foxconn reported a 35.5% year-on-year increase in January revenue, indicating strong performance amid market recovery, particularly driven by rising shipments of AI racks and smart consumer electronics.
- AI Rack Shipments Rise: The company noted that shipments of AI racks continue to increase, highlighting its advantageous position in the rapidly growing AI market, which is expected to further boost overall performance.
- Seasonal Performance Outlook: Foxconn anticipates that the current quarter's seasonal performance will exceed the range of the past five years, reflecting a positive outlook on market demand that could have a favorable impact on its stock price.
- Competitive Market Position: As the world's largest server manufacturer, Foxconn's robust performance suggests enhanced competitiveness in the smart consumer electronics sector, potentially attracting more investor interest in its future growth prospects.
See More
Three AI Stocks to Buy Right Now
- Nvidia's Market Leadership: Despite increasing competition, Nvidia remains the leader in AI infrastructure, with its graphics processing units (GPUs) widely regarded as the best for training and powering AI models, and is expected to benefit as AI data center spending continues to grow.
- Broadcom's Custom Chip Advantage: Broadcom is assisting hyperscale data centers in designing custom AI chips, with its AI revenue projected to increase fivefold over the next two years, highlighting its critical role in the AI infrastructure buildout.
- Micron's High-Bandwidth Memory Demand: As a leading manufacturer of high-bandwidth memory and DRAM, Micron is experiencing skyrocketing demand, with revenue and profits expected to surge, particularly against a backdrop of 40% annual growth in high-bandwidth memory demand.
- Market Dynamics and Investment Opportunities: With the rapid development of AI infrastructure, companies like Nvidia, Broadcom, and Micron are actively investing to meet market demands, showcasing strong growth potential and making them top picks for investors.
See More
Labor Market Data Influences Short-Term Trading
- Labor Market Data Release: The January Challenger Job Cuts report and initial jobless claims data are set to be released today, serving as crucial indicators for assessing labor market cooling or resilience, which could influence short-term market positioning.
- JOLTS Report Focus: The December JOLTS report, scheduled for release at 10:00 AM ET, will provide insights into job openings, quits, and layoffs, closely monitored by the Federal Reserve as it reflects labor demand and worker confidence.
- Bond Issuance Announcement: The U.S. Treasury will announce the issuance of 3-month and 6-month bills at 11:00 AM ET, followed by auctions for 4-week and 8-week bills at 11:30 AM ET, which will impact market liquidity and interest rates.
- Market Volatility Expectations: With labor data, central bank commentary, and weekend positioning all in play, market volatility is expected to remain elevated, and reactions are likely to be swift, necessitating cautious responses from investors.
See More
Nvidia Will Not Release New Gaming GPU in 2026
- GPU Release Delay: Nvidia will not release a new gaming GPU in 2026 due to ongoing memory supply issues, marking the first time in three decades that the company has missed a GPU launch, which could impact its competitive edge in the market.
- Memory Priority Shift: The company is reallocating its memory supply to prioritize artificial intelligence accelerators, reflecting a strategic response to the tech industry's memory shortages aimed at enhancing its AI product positioning.
- Production Cuts: Nvidia is cutting production of its gaming GPUs due to the memory shortage, which may lead to a decline in its market share in the gaming sector, consequently affecting overall revenue.
- Industry Impact: This decision by Nvidia not only affects its product line but could also trigger a ripple effect across the gaming hardware market, allowing competitors to potentially seize market share.
See More
Tower Semiconductor Partners with Nvidia to Enhance AI Infrastructure
- Collaboration to Enhance AI Infrastructure: Tower Semiconductor is teaming up with Nvidia to improve AI infrastructure efficiency through 1.6T data center optical modules, which is expected to significantly drive the scalability of AI applications.
- Stock Price Surge: Following the announcement, Tower Semiconductor's shares rose nearly 4%, surging as much as 20% in premarket trading, indicating a positive market reaction to the partnership.
- Technological Innovation: Tower's silicon photonics technology can deliver up to twice the data rate of previous solutions, enhancing bandwidth and throughput for optical connectivity, thereby accelerating AI workload processing.
- Growing Market Demand: Nvidia executives noted that the exponential growth of AI is driving the need for a new class of high-speed, scalable networking, suggesting that this collaboration will help meet the increasing market demand.
See More
Wall Street Scrambles to Analyze Momentum Stock Pullback
- Momentum Stocks Plummet: The iShares MSCI USA Momentum Factor ETF (MTUM) dropped 3.7% on Wednesday, marking its worst performance since the tariff-induced market panic in April, indicating a significant loss of confidence in momentum stocks.
- Surge in Trading Volume: Over 1.8 million shares of the fund exchanged hands during the session, the highest volume since mid-November, reflecting a notable increase in investor interest in momentum stocks, even as the broader market only dipped 0.5%.
- Historic Pullback: Bank of America's sales desk labeled this momentum stock drawdown as the second worst one-day move in the last decade, trailing only behind the market reaction to the Covid vaccine efficacy announcement in November 2020, highlighting the current market's uncertainty.
- Short-Term Risk Advisory: Goldman Sachs noted that while momentum dips often present buying opportunities, investors should hedge in the short term due to the absence of capitulation signals, as momentum performance has reached extreme levels.
See More
Foxconn Flags Strong Q1 Performance Expectations
- January Revenue Surge: Foxconn reported a 35.5% year-on-year increase in January revenue, indicating strong performance amid market recovery, particularly driven by rising shipments of AI racks and smart consumer electronics.
- AI Rack Shipments Rise: The company noted that shipments of AI racks continue to increase, highlighting its advantageous position in the rapidly growing AI market, which is expected to further boost overall performance.
- Seasonal Performance Outlook: Foxconn anticipates that the current quarter's seasonal performance will exceed the range of the past five years, reflecting a positive outlook on market demand that could have a favorable impact on its stock price.
- Competitive Market Position: As the world's largest server manufacturer, Foxconn's robust performance suggests enhanced competitiveness in the smart consumer electronics sector, potentially attracting more investor interest in its future growth prospects.
See More
Three AI Stocks to Buy Right Now
- Nvidia's Market Leadership: Despite increasing competition, Nvidia remains the leader in AI infrastructure, with its graphics processing units (GPUs) widely regarded as the best for training and powering AI models, and is expected to benefit as AI data center spending continues to grow.
- Broadcom's Custom Chip Advantage: Broadcom is assisting hyperscale data centers in designing custom AI chips, with its AI revenue projected to increase fivefold over the next two years, highlighting its critical role in the AI infrastructure buildout.
- Micron's High-Bandwidth Memory Demand: As a leading manufacturer of high-bandwidth memory and DRAM, Micron is experiencing skyrocketing demand, with revenue and profits expected to surge, particularly against a backdrop of 40% annual growth in high-bandwidth memory demand.
- Market Dynamics and Investment Opportunities: With the rapid development of AI infrastructure, companies like Nvidia, Broadcom, and Micron are actively investing to meet market demands, showcasing strong growth potential and making them top picks for investors.
See More
Labor Market Data Influences Short-Term Trading
- Labor Market Data Release: The January Challenger Job Cuts report and initial jobless claims data are set to be released today, serving as crucial indicators for assessing labor market cooling or resilience, which could influence short-term market positioning.
- JOLTS Report Focus: The December JOLTS report, scheduled for release at 10:00 AM ET, will provide insights into job openings, quits, and layoffs, closely monitored by the Federal Reserve as it reflects labor demand and worker confidence.
- Bond Issuance Announcement: The U.S. Treasury will announce the issuance of 3-month and 6-month bills at 11:00 AM ET, followed by auctions for 4-week and 8-week bills at 11:30 AM ET, which will impact market liquidity and interest rates.
- Market Volatility Expectations: With labor data, central bank commentary, and weekend positioning all in play, market volatility is expected to remain elevated, and reactions are likely to be swift, necessitating cautious responses from investors.
See More
Nvidia Will Not Release New Gaming GPU in 2026
- GPU Release Delay: Nvidia will not release a new gaming GPU in 2026 due to ongoing memory supply issues, marking the first time in three decades that the company has missed a GPU launch, which could impact its competitive edge in the market.
- Memory Priority Shift: The company is reallocating its memory supply to prioritize artificial intelligence accelerators, reflecting a strategic response to the tech industry's memory shortages aimed at enhancing its AI product positioning.
- Production Cuts: Nvidia is cutting production of its gaming GPUs due to the memory shortage, which may lead to a decline in its market share in the gaming sector, consequently affecting overall revenue.
- Industry Impact: This decision by Nvidia not only affects its product line but could also trigger a ripple effect across the gaming hardware market, allowing competitors to potentially seize market share.
See More
Tower Semiconductor Partners with Nvidia to Enhance AI Infrastructure
- Collaboration to Enhance AI Infrastructure: Tower Semiconductor is teaming up with Nvidia to improve AI infrastructure efficiency through 1.6T data center optical modules, which is expected to significantly drive the scalability of AI applications.
- Stock Price Surge: Following the announcement, Tower Semiconductor's shares rose nearly 4%, surging as much as 20% in premarket trading, indicating a positive market reaction to the partnership.
- Technological Innovation: Tower's silicon photonics technology can deliver up to twice the data rate of previous solutions, enhancing bandwidth and throughput for optical connectivity, thereby accelerating AI workload processing.
- Growing Market Demand: Nvidia executives noted that the exponential growth of AI is driving the need for a new class of high-speed, scalable networking, suggesting that this collaboration will help meet the increasing market demand.
See More
Wall Street Scrambles to Analyze Momentum Stock Pullback
- Momentum Stocks Plummet: The iShares MSCI USA Momentum Factor ETF (MTUM) dropped 3.7% on Wednesday, marking its worst performance since the tariff-induced market panic in April, indicating a significant loss of confidence in momentum stocks.
- Surge in Trading Volume: Over 1.8 million shares of the fund exchanged hands during the session, the highest volume since mid-November, reflecting a notable increase in investor interest in momentum stocks, even as the broader market only dipped 0.5%.
- Historic Pullback: Bank of America's sales desk labeled this momentum stock drawdown as the second worst one-day move in the last decade, trailing only behind the market reaction to the Covid vaccine efficacy announcement in November 2020, highlighting the current market's uncertainty.
- Short-Term Risk Advisory: Goldman Sachs noted that while momentum dips often present buying opportunities, investors should hedge in the short term due to the absence of capitulation signals, as momentum performance has reached extreme levels.
See More
