Statements from NVIDIA and AMD have finally acknowledged the impact the current memory supply shortage is having on the consumer GPU sector. For some time, rumors have been circulating that NVIDIA may consider discontinuing certain RTX 50 series models to reallocate VRAM modules to other models. It has also been suggested that the absence of any reveals of the RTX 50 SUPER lineup at CES 2026 was due to the same reason, despite using the event to unveil new GPUs for five years running. NVIDIA does not indicate in its statement to HardwareLuxx exactly what its current strategy is, but does acknowledge that memory supply restraints are playing a factor in meeting a strong market demand.
“What changes are occurring in the GeForce ecosystem given the current memory market?
– NVIDIA
Demand for GeForce RTX GPUs is strong, and memory supply is constrained. We continue to ship all GeForce SKUs and are working closely with our suppliers to maximize memory availability.”
Meanwhile, AMD has also been somewhat silent regarding current consumer market conditions, but did share with Gizmodo that its strategic partnerships with DRAM manufacturers are strong, and it is working closely with its AIC partners to maintain prices.
“We have very strategic partnerships over many, many years with all the DRAM manufacturers to make sure that both the amount of supply that we need and the economics of what we’re able to buy from them are what we can support in our graphics business,
– David McAfee, AMD VP in charge of Ryzen
However, McAfee acknowledges that no one can predict what the future holds, although most of us can make some pretty safe guesses that it’ll involve price hikes and that memory supply costs will directly affect graphics card pricing. Essentially its too early to say what prices to expect for AMD’s graphics cards in 2026.
“Without the memory at the right price, building graphics cards with our add-in-board partners that hit the right price and market, that’s tough math to put together,”
– David McAfee, AMD VP in charge of Ryzen
At this point, Intel is the only GPU manufacturer that hasn’t commented about this topic, but given what AMD and NVIDIA have said, it could do so soon. Rumors about the Arc B770 continue circulate, and some are beginning to wonder if it too will become a victim of memory supply restraints.
On a side note, ASUS has also issued a similar statement as NVIDIA’s in that the RTX 50 series was not being canceled. It clarifies that limited supply in different regions should not be interpreted as product cancellations, and it is working to meet consumer demand.