NVIDIA Warns of Tight Memory Supply for Coming Quarters

NVIDIA’s CFO, Colette Kress, has set the stage for uncertainty about the company’s ability to grow in the gaming sector amid current memory shortages. Despite reporting record growth following its Q4 earnings for fiscal year 2026, the company’s focus on AI and data centers raises questions about its continued growth in the forthcoming fiscal year.

NVIDIA CFO Cautions Investors on Gaming Growth Uncertainty

During an investor call, Kress was asked about the company’s expectations for year-over-year growth in the next fiscal year. She responded that the memory supply is expected to be “very tight” for the next “couple of quarters,” making it too early to predict growth.

“We do believe for a couple of quarters, it is going to be very tight. If things improve by the end of the year, there is an opportunity to think about what that is from a year-over-year growth [angle], but it’s still too early for us to know at this time, and we’ll get back to you as soon as we can,”

NVIDIA Shifts Focus to AI and Data Centers

NVIDIA has recently announced that it will not be releasing new graphics cards this year, opting to focus on AI chips and data centers instead. The company will also be cutting production of its current RTX 50-series graphics cards due to the memory shortage.

Learn more about NVIDIA’s shift in focus from gaming to AI and data centers here. Join the conversation about this story and others in our official Discord server, and sign up for our weekly newsletter for the latest updates.

What’s Next for NVIDIA?

As NVIDIA navigates the challenges of the memory shortage, it remains to be seen how the company will continue to grow and evolve in the coming quarters. With its focus on AI and data centers, NVIDIA is poised to make significant strides in these areas, but the impact on its gaming sector remains uncertain.

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