Nvidia is facing delays in releasing its new gaming GPUs this year due to a supply crunch in the memory segment, potentially breaking a three-decade streak. The company is focusing on memory supply to meet the demand for AI accelerators, cutting production of gaming GPUs as a result. Geopolitical tensions, particularly in China, are also causing regulatory hurdles for Nvidia, impacting its sales of H200 AI chips. Despite these challenges, Nvidia’s financial performance remains strong, with third-quarter fiscal 2026 results showing solid growth, exceeding expectations, and leading analysts to be optimistic about its future earnings.

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