Gamers Feel Forgotten as Nvidia May Not Update Consumer GeForce GPU Product Line for the First Time in Thirty Years

Glonghui, April 19｜For the past thirty years, unless you were a gamer, NVIDIA remained largely unknown to the general public. Now, the wave of artificial intelligence has propelled this chipmaker to become the world’s most valuable company, while its original fan base—gamers—feel increasingly forgotten.Stacy Rasgon, an analyst at Bernstein Research, stated: "The gaming business is no longer the company's core growth engine; it undoubtedly used to be."NVIDIA popularized the Graphics Processing Unit (GPU), and these chips—offering high frame rates and efficient rendering—created an unparalleled gaming experience. Today, with artificial intelligence demand surging, nearly all of NVIDIA's revenue comes from AI-related products, not gaming hardware. At the same time, the production of AI chips has intensified the shortage of video memory resources, compelling NVIDIA to make strategic trade-offs.Given the current imbalance between video memory supply and demand, it is only natural for NVIDIA to prioritize the higher-profit data center AI chips (such as Hopper and Blackwell).Over the past three years, NVIDIA’s average operating profit margin for its computation and networking business has reached 69%, while the gaming graphics card segment targeting ordinary consumers only recorded a 40% profit margin. If analysts’ predictions are accurate, 2026 will mark the first time in thirty years that NVIDIA does not update its consumer-grade GeForce graphics card lineup.