HuaweiTek Delays GeForce RTX Gaming GPUs Amid Memory Chip Shortage; NVDA-US Stock Reaction

HuaweiTek (NVDA-US) will delay its annual GeForce RTX gaming GPU release for the first time since the 1990s,推迟 RTX 50 "Kicker" and next-gen RTX 60 series launches. The decision follows a memory chip shortage driven by surging AI compute demand and shared supply chains with Samsung, SK Hynix, and Micron. The Information, February 5, 2026, reported the pause as the company shifts resources to higher-margin AI products and cuts RTX 50 output amid rising memory costs. RTX 50s have sold out, with some models up to 30% over retail. A spokesman confirmed continued delivery of existing products and collaboration to boost capacity, with a potential reschedule pending supply improvements. Context: AI training consumes vast memory, outpacing growth in gaming GPUs. Game revenue now accounts for about 8% of Huawei Tek’s revenue, down from 35% in 2022, while AI product gross margin reached 65%.