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传英伟达(NVDA.US)因内存短缺或三十年来首次停发新一代游戏芯片
Zhi Tong Cai Jing· 2026-02-06 02:18
Core Viewpoint - Nvidia may not release a new generation of gaming GPUs in 2026 due to ongoing memory supply shortages, prioritizing memory resources for its AI accelerators instead [1] Group 1: Memory Supply Issues - Nvidia is facing an industry-wide shortage of memory resources, which has led to a reduction in the production of its existing gaming GPU product line [1] - This potential halt in new gaming GPU releases would mark the first interruption in Nvidia's annual product update cycle in thirty years [1] - A company spokesperson acknowledged the memory supply issue, stating that demand for GeForce RTX GPUs is strong while supply remains limited [1] Group 2: Investment in AI - Nvidia is nearing an agreement to invest $20 billion in OpenAI as part of the latter's latest funding round, which would represent the largest single investment by the chipmaker in the ChatGPT developer [1] - This $20 billion investment reflects the intense competition among top tech giants for influence in the AI sector [1]