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[SITUATION] · [QUIET] · [TECHNOLOGY]
6 clusters · 50 sources · 12 days · First seen · Last updated
Nvidia and AMD GPU launch delays and rising costs
Overview
Reports from industry leakers suggest that next-generation gaming graphics processing units (GPUs) from Nvidia and AMD may be delayed until 2028. This potential delay affects Nvidia’s Rubin-based RTX 60 series and the majority of AMD’s RDNA 5 lineup, with rumors indicating these architectures might skip 2027 entirely. The delays are reportedly driven by shortages in GDDR7 and HBM memory, alongside intense competition for manufacturing capacity. As TSMC’s production resources are heavily diverted toward high-profit AI accelerators, the availability of consumer-grade gaming hardware is impacted.
Furthermore, Nvidia has reportedly increased its focus on AI-driven enterprise solutions and edge computing, which may lead to the deprioritization of its consumer gaming roadmap. High costs for GDDR7 memory, driven by demand from AI data centers, are impacting the pricing and production feasibility of new consumer GPUs. This shift may extend the lifecycle of the current RTX 50 series to over three years.
A possible exception is an AMD GPU codenamed “AT2,” which may launch in 2027. Recent leaks specifically identify Nvidia’s rumored GR20x chips, based on the Rubin architecture, as being postponed to 2028, contradicting previous projections that suggested a debut in the second half of 2027.
In response to these hardware challenges, Nvidia is advancing software optimizations. The company has released the RTX Kit 2026.3 and RTX Mega Geometry 2.0 SDK to address rendering bottlenecks. Additionally, the debut of DLSS 5 Neural Rendering has been identified in NBA 2K27 and Red Dead Redemption 2. The industry shift toward AI-driven rendering technologies may also reduce the immediate necessity for frequent hardware upgrades, as software can extend the usability of older cards.
Entities
Nvidia · AMD · The Coalition · TSMC · NBA 2K27
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 3 SOURCES] The NVIDIA GR20x GPU series, which will underpin the RTX 60 series, has been delayed until 2028. gamersrd.com · hardzone.es · elchapuzasinformatico.com
- [● 2 SOURCES] AMD will also delay its new consumer architectures until 2028, with the possible exception of an RDNA 5 launch in late 2027. gamersrd.com · elchapuzasinformatico.com
- [○ 1 SOURCE] High-end GPU models like the RTX 5090 are seeing retail prices between $5,000 and $10,000 due to component cost increases. gamersrd.com
- [○ 1 SOURCE] The expansion of the Artificial Intelligence business is impacting component supply for consumer hardware. hardzone.es
Timeline
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[TECHNOLOGY] 2 sourcesNVIDIA RTX 60 series potentially delayed until 2028
Leaks suggest NVIDIA's RTX 60 series and other major GPU updates may be delayed until 2028 due to high memory costs and a shift in industry priority toward AI data center hardware.
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[TECHNOLOGY] 11 sourcesNVIDIA advances AI graphics with DLSS 5 and Mega Geometry 2.0
NVIDIA is deploying DLSS 5 and RTX Mega Geometry 2.0 to enhance real-time AI graphics, while the RTX 5090 faces high prices and scarcity due to enterprise AI demand.
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[TECHNOLOGY] 2 sourcesNVIDIA and AMD advance ray tracing and GPU memory technologies
NVIDIA and AMD are advancing ray tracing technologies through new SDKs and memory-saving techniques, while rumors suggest NVIDIA's RTX 60 series may be delayed until 2028.
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[TECHNOLOGY] 24 sourcesNVIDIA RTX 60 series reportedly delayed until 2028
Leaks from prominent industry insiders suggest NVIDIA may delay its next-generation RTX 60 series GPUs until 2028, citing AI-driven demand for components and memory shortages.
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[TECHNOLOGY] 3 sourcesNVIDIA and AMD rumored to delay next-gen GPUs until 2028
Industry rumors suggest NVIDIA and AMD may delay next-generation gaming GPUs, including NVIDIA’s Rubin architecture, until 2028 due to component shortages.
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[TECHNOLOGY] 16 sourcesNvidia and AMD next-gen GPU launches reportedly delayed to 2028
Leaker Kepler_L2 reports that Nvidia’s RTX 60 series and most AMD RDNA 5 GPUs may be delayed until 2028 due to AI demand and memory shortages, with only AMD’s AT2 chip expected in 2027.
Sources
ad-hoc-news.de · beebom.com · boingboing.net · borncity.com · cafebiz.vn · chknowstyle.wordpress.com · comptoir-hardware.com · diit.cz · donanimhaber.com · elchapuzasinformatico.com · enerzine.com · eurogamer.de · extreme.pcgameshardware.de · finance.technews.tw · gamemag.it · gamersrd.com · gametimers.it · geeknetic.es · ginjfo.com · gizmodo.jp · gry-online.pl · guru3d.com · hardzone.es · hwcooling.net · ign.com.cn · informaticien.be · instalki.pl · ithome.com · kitguru.net · m.winfuture.de · multiplayer.it · otakupt.com · pcformat.pl · pcgames.com · pcgameshardware.de · pcguru.hu · pisapapeles.net · pl.ign.com · playstationinfo.de · saudigamer.com · shiftdelete.net · spacemoney.com.br · technology-in-business.net · techspot.com · thefpsreview.com · time.news · tinhte.vn · tomshardware.fr
This summary has been updated 10 times: see revision history