Nvidia GPU shortages are here again

Nvidia has some more bad news for PC gamers: GPU shortages are here again.

Nvidia warned that supply constraints would be a “headwind” in its fourth-quarter 2026 earnings call, though the company didn’t specifically say whether its GPUs or the associated memory would be tight. It really doesn’t matter.

“Gaming revenue for the fourth quarter was up 47% from a year ago [to $3.727 billion], driven by strong Blackwell demand,” Nvidia chief financial officer Colette Kress told analysts.