Core Insights - NVIDIA will not release new gaming GPUs this year due to a global shortage of storage chips caused by the AI boom, marking the first time in 30 years that the company has skipped a new GPU launch [1][2] - The planned upgrade for the GeForce RTX50 series, codenamed "Kicker," has been postponed indefinitely, with no new timeline provided for its release [1] - The delay in the Kicker launch will also push back the release of the next-generation gaming GPU, potentially named the RTX60 series, which was originally set to begin production by the end of 2027 [1] Industry Impact - The shortage of storage chips has led to increased prices and has forced NVIDIA to prioritize the supply of these chips for AI products over gaming GPUs [1] - The gaming GPU market has already seen significant price increases, with flagship models like the GeForce RTX 5080 and RTX 5090 experiencing substantial price hikes since Q4 of last year [2] - Major graphics card manufacturers, including ASUS, MSI, and Gigabyte, are on alert due to ongoing supply constraints and price surges in the gaming GPU market [2] Supply Chain Dynamics - Both gaming and AI chips utilize similar raw materials sourced from major suppliers such as Samsung, SK Hynix, and Micron, despite differences in the types of storage chips used [2] - NVIDIA's spokesperson confirmed strong demand for GeForce RTX GPUs but acknowledged the limitations in storage supply, emphasizing ongoing collaboration with suppliers to secure necessary components [2]