The GPU supply situation is taking a turn for the worse. A new leak from a known industry source claims NVIDIA has reduced its supply of GPUs to add-in-card partners (AICs) by 15% to 20%. This significant cut aligns with and explains a series of recent market shocks, including the sudden discontinuation of popular models and strongly suggests that no new GeForce consumer graphics cards will be launched in 2026.
If accurate, this paints a picture of a severely constrained year for PC builders, where choice diminishes, prices remain high, and the much-anticipated “RTX 50 SUPER” refresh appears to be off the table.
Connecting the Dots: From Allocation Cuts to Product EOL
This new report from leaker @MEGAsizeGPU provides the overarching reason behind several alarming recent events. It claims NVIDIA continues its practice of bundling GPUs with memory but states there is “no new product in 2026.”
This directly correlates with the confirmation from ASUS that NVIDIA halted the supply of GPUs for the RTX 5070 Ti and RTX 5060 Ti 16GB, forcing them to declare those models End-of-Life (EOL). A broad 15-20% reduction in chip supply to all partners explains why such drastic cuts to specific product lines were necessary. It’s not a temporary allocation shuffle but a substantial reduction in total output.
The Death Knell for “RTX 50 SUPER” and a Static Year Ahead
The supply cut also firmly extinguishes hopes for a mid-generation refresh. The leak reinforces what multiple board partners hinted at during CES 2026: the RTX 50 SUPER series has been canceled or indefinitely postponed.
With NVIDIA prioritizing its massive data center AI business amid an industry-wide memory shortage, diverting scarce silicon to a consumer refresh seems implausible. The statement that there is “no new product in 2026” suggests the company will focus solely on fulfilling existing RTX 50 series commitments—at a reduced volume—before turning its attention to the next-generation architecture expected in 2027.
NVDA GPU supply to AIC has been cut down 15%-20%. The good news is that Nvidia still bundles a GPU with memory. The bad news is that there will be no new product in 2026.
— MEGAsizeGPU (@Zed__Wang) January 15, 2026
Market Implications: Less Stock, Higher Prices, Fewer Choices
For the PC market, the implications are stark:
- Sustained High Prices: With 15-20% fewer GPUs entering the channel, laws of supply and demand will keep prices elevated, especially for remaining high-VRAM models.
- Limited Availability: The EOL of key 16GB models like the 5070 Ti means the mid-to-high-end market will increasingly be split between expensive flagships (RTX 5080/5090) and more affordable 8GB cards.
- A Static Product Stack: Gamers waiting for new options or a price correction in 2026 will likely be disappointed. The market will be defined by scarcity of existing models, not the introduction of new ones.
Also, Read
- ASUS Sets Date – First AMD Ryzen AI 400 “Gorgon Point” Laptops Launch January 22
- Warning for PC Builders – Power Supplies (PSUs) and CPU Coolers Could Get More Expensive
- Exclusive Photos Reveal AMD’s Ryzen 7 9850X3D CPU, Showcasing New 3D V-Cache Design
This leak, combined with confirmations from board partners, indicates that the GPU market is entering a period of consolidation and constraint, driven by macroeconomic and industry pressures far beyond the control of the average consumer.
Source: MEGAsizeGPU