Nvidia skips gaming GPUs at CES 2026, doubles down on AI as shortages squeeze PC gamers

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For the first time in five years, Nvidia declined to announce new gaming GPUs at CES 2026, focusing instead on its AI business. CEO Jensen Huang spent nearly two hours discussing the Rubin platform for AI data centers while memory chip shortages drive GPU prices skyward. The RTX 5090 now fetches $4,000 at some retailers, and Nvidia may bring back the 2021 RTX 3060 to address supply constraints.

Nvidia Prioritizes AI Over Gaming GPUs at CES 2026

For the first time in five years, Nvidia made a striking departure from tradition at CES 2026. The world's largest GPU manufacturer didn't announce any new gaming GPUs during CEO Jensen Huang's nearly two-hour keynote

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. Instead, Nvidia focused almost entirely on its dominant AI business, which now accounts for nearly 90% of the company's revenue

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. The shift signals a fundamental change in priorities as AI data centers consume the lion's share of production capacity and memory resources.

Source: Tom's Hardware

Source: Tom's Hardware

The most significant announcement centered on the Rubin platform, Nvidia's successor to the Blackwell architecture, which has entered full production

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. The Rubin GPU spans 336 billion transistors and promises a five times performance increase in AI inference compared to Blackwell, while the accompanying Vera CPU features 88 custom Olympus cores

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. Major AI labs including OpenAI, Anthropic, Meta, and Elon Musk's xAI are preparing to adopt the platform, with cloud providers like AWS, Microsoft, and Google slated to deploy it in the second half of 2026.

Source: PC Magazine

Source: PC Magazine

Neural Rendering Signals Shift Away from Traditional Rasterization

At a Q&A session attended by Tom's Hardware, Nvidia CEO Jensen Huang made a bold declaration about the future of graphics technology

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. When asked whether the RTX 5090 represents the fastest GPU gamers will ever see in traditional rasterization, Huang responded: "The future is neural rendering. It is basically DLSS. That's the way graphics ought to be"

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Huang speculated that future rendering will involve more AI operations on fewer, extremely high quality pixels, and shared that "we're working on things in the lab that are just utterly shocking and incredible"

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. This suggests the traditional shader compute ceiling may no longer grow as much or as fast, with AI-reliant features becoming the new frontier of innovation.

Source: Tom's Hardware

Source: Tom's Hardware

DLSS Advancements Offer Software Solution to Hardware Constraints

With no new hardware to announce, Nvidia leaned heavily on software improvements. The company unveiled DLSS 4.5, featuring a second-generation transformer model trained on an expanded dataset to improve upscaling predictions

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. The improvements particularly benefit Performance and Ultra Performance modes, where the upscaler works from lower-resolution source images.

DLSS Multi-Frame Generation now increases AI-generated frames from three to five per rendered frame, with a new 6x mode paired with Dynamic Multi-Frame Generation

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. This feature dynamically adjusts the number of generated frames based on scene complexity, though it still requires RTX 50-series hardware and a reasonably high base frame rate to minimize lag and rendering artifacts. The DLSS 4.5 transformer model runs on GeForce 20- and 30-series GPUs, though older cards experience a performance hit of 14 to 24 percent compared to DLSS 4.0

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GPU Shortages and Memory Chip Shortages Drive Prices Skyward

The absence of new gaming GPUs at CES 2026 reflects deeper supply chain challenges affecting PC gamers. Memory chip shortages, driven by sky-high demand from AI data centers, have created serious constraints on GPU production

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. The shortage is particularly acute for GDDR7 RAM needed for newer RTX 5060 cards

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. This has caused consumer DDR5 RAM and SSD storage prices to jump, with the flagship RTX 5090 now fetching an eye-watering $4,000 at some retailers

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Rumors suggested Nvidia was preparing 50-series Super cards with a 50 percent RAM capacity increase thanks to a switch from 2GB to 3GB chips, but these plans appear to have been derailed by the memory shortage

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. Given that modern-day Nvidia is primarily an AI company that sells consumer GPUs on the side, it makes sense the company would allocate scarce RAM to more profitable AI GPUs rather than a mid-generation GeForce refresh.

RTX 3060 Reintroduction Floated as Potential Solution

When Tom's Hardware directly asked Nvidia CEO Jensen Huang about easing pressure on the consumer GPU market, his response was notably non-committal

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. Huang acknowledged the possibility of spinning up production on older generation GPUs on older process nodes where more production capacity might be available, saying "possibly, and we could possibly, depending on which generation, we could also bring the latest generation AI technology to the previous generation GPUs"

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Reports suggest Nvidia may bring back the 2021 RTX 3060, which originally cost around $329, to address supply constraints

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. The five-year-old GPU remains popular despite being phased out in 2024, though pricing remains uncertain. PC gamers face a challenging landscape as supply constraints are likely to persist for years before chipmakers can dramatically increase production on the latest process nodes to feed both consumer and AI data center markets.

What This Means for PC Gamers

The implications extend beyond immediate hardware availability. Huang's vision includes AI-powered NPCs with their own neural networks, animated using AI to achieve emotional realism

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. While this could reduce development times and create more polished outcomes, concerns persist about losing the human touch and creativity in game design. Upscaling and frame generation have become expected parts of the performance equation, with developers now counting DLSS as part of default system requirements

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. For now, PC gamers must navigate a market where the very technology causing the component crisis is being positioned as its solution.

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