Nvidia 警告 GPU 供應兩季緊俏

🔑 增強重點摘要

• •NVIDIA is experiencing a severe memory shortage called 'RAMageddon' driven by AI data center demand, with gaming revenue dropping 13% quarter-over-quarter to $3.7 billion while data center revenue reached $62.3 billion in fiscal Q4[2], creating a stark prioritization incentive.
• •The company has cancelled its planned RTX 50-series Super refresh originally scheduled for CES 2026 and is slashing existing RTX 50-series production by approximately 20%, marking the first year in three decades without a new gaming GPU release[4][5].
• •Next-generation RTX 60-series mass production has been delayed to end of 2027 at earliest, with some reports suggesting next-gen cards may not arrive until 2028[2][5], representing a multi-year disruption to NVIDIA's traditional annual refresh cycle.
• •NVIDIA is prioritizing lower-VRAM capacity RTX 50 cards and exploring resurrection of older GPU architectures to maintain market supply while preserving high-bandwidth memory for AI accelerators[5].

🔮 前景展望AI analysis grounded in cited sources

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