Overview
- Multiple outlets citing Benchlife and Board Channels report Nvidia is preparing a roughly 30–40% reduction in GeForce output for the first half of 2026, which the company has not confirmed.
- The RTX 5060 Ti 16GB and RTX 5070 Ti are named as the first models to face reduced supply, signaling pressure on midrange cards.
- Coverage links the potential cuts to shortages of GDDR7, GDDR6, and DRAM as memory suppliers prioritize AI and data‑center customers.
- Some reports focus on allocations to Chinese add‑in‑board partners, leaving the geographic scope and scale of any reductions uncertain.
- Market watchers expect tighter retail availability and possible street‑price increases even if MSRPs hold, and Nvidia shares fell about 3.4% after the reports surfaced.