As expected, the direct and indirect consequences of the
storage crisis caused by Sam Altman are expanding – in addition to massively more expensive storage modules, PCs, and
SSDs, GPUs are likely to be the next affected.
The Storage Crisis Becomes a GPU Crisis
The always well-informed Chinese site
BenchLife reports new information from "Board Channels" (BoBantang), a closed platform where employees of graphics card manufacturers and distributors exchange information about inventory and production plans. Accordingly, NVIDIA is reportedly planning to adjust production capacities for the GeForce RTX 50 graphics card series in 2026 to react to the memory shortage, reducing the delivery volume by 30 to 40% in the same period of 2026 compared to the first half of 2025.
It is unclear whether Nvidia is doing this due to a lack of GDDR7 memory chips (which are a central component of graphics cards) or because Nvidia suspects that the GPU market will shrink significantly due to rising memory prices, as many users will forgo purchasing more expensive graphics cards as an upgrade or part of a PC system due to the
DRAMs, which have increased in price by up to 300%. Especially Nvidia&s mid-range GPUs, the RTX 5070 Ti and 5060 Ti, are said to be the first to be affected by the delivery cuts, but the impact of the cuts will inevitably affect the other models and the entire GPU market.
GPUs More Expensive and More Expensive
Either way: since Nvidia currently dominates the market for dedicated graphics cards
with 94% market share, this shortfall would lead to massive bottlenecks and rising prices (in addition to price increases for the graphics cards themselves due to more expensive memory). Besides gamers and local AI PCs, video editing would naturally also be heavily affected, as powerful GPUs are indispensable when working with video—whether for encoding and decoding compressed video or using visual effects or AI tools.
And AMD has also already started increasing prices for the GDDR6 memory bundled with GPUs—it is considered certain that further price increases will occur in the first quarter of 2026. Anyone considering upgrading to a powerful GPU or buying a new editing system should probably act quickly, as prices are very likely to continue to rise next year.