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Nvidia plans heavy cuts to GPU supply in early 2026

30 points

by tareqak

4 hours ago

| past

| 5 comments

| overclock3d.net

| HN

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xacky

29 minutes ago

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Nvidia is chasing trends again, they did it for crypto mining, and I bet some new fad will come up soon. It looks like the gaming industry needs to move to something else than the current GPU ecosystem in the long term. Intel Arc and Moore Threads have tried, but we really need a new way of designing and rendering graphics.

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DivingForGold

44 minutes ago

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Nag screen

https://archive.ph/dJt9D

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Ekaros

54 minutes ago

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I am starting to find it funny. Even if it is sad... Well thankfully Finnish has term for this surkuhupaisa...

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givemeethekeys

1 hour ago

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Gamers be damned, they are going to keep those prices high.

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TheAmazingRace

58 minutes ago

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I do feel there might be a day of reckoning where Nvidia bet the farm too hard on this AI bubble and it ends up blowing up in their face.

I hope gamers, systems integrators, and regular PC enthusiasts don't have memories of goldfish and go back to business as usual. It needs to hurt Nvidia in the pocketbook.

Will this happen? Unlikely, but hope springs eternal.

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kristianp

5 minutes ago

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NVidias share price will take a hit when consolidation starts in AI, because their business won't be growing as fast as their PE ratio implies. Also the circular deals could hurt them if one of the AI providers they've invested in goes bust.[1],[2]. They won't go out of business but holders of their shares may lose lots of money. But will this happen after Anthropic and OpenAI have their IPOs, possibly next year? NVidia stands to make a lot on paper if those IPOs do well.

[1] https://finance.yahoo.com/news/nvidia-microsoft-back-anthrop...

[2] https://techcrunch.com/2025/10/12/nvidias-ai-empire-a-look-a...

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hn_throwaway_99

45 minutes ago

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I don't get this. Nvidia didn't "bet the farm" on AI. They are simply allocating limited resources (in this case memory) to their most profitable products. Yes, it sucks for gamers, but I see Nvidia more reacting to the current marketplace than driving that change.

If/when the AI bubble bursts, Nvidia will just readjust their resource allocation accordingly.

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kowbell

35 minutes ago

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I also don't understand common sentiment that if/when the AI bubble pops and hardware manufacturers come crawling back, we consumers are going to make manufacturers regret their decision.

Isn't the whole problem that all the manufacturers are pivoting away from consumers and toward AI? How are we going to "hurt Nvidia in the pocketbook?" Buy from their competitors? But they are also making these pivots/"turning their backs on us." Just abstain from buying hardware out of protest? As soon as prices go down there's gonna be a buying frenzy from everyone who's been waiting this whole time.

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TheAmazingRace

39 minutes ago

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I certainly have no delusions of Nvidia going bankrupt. In fact, they will certainly make it to the other side without much issue. That said, I do foresee Nvidia taking a reputational hit, with AMD and (possibly) Intel gaining more mindshare among consumers.