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The global graphics card market is heading into a turbulent phase. According to industry chatter, both AMD and Nvidia are preparing to substantially increase prices for their consumer GPUs this year. If the trend unfolds as expected, the first wave of hikes could begin as early as January for AMD and February for Nvidia, with further increases rolling out gradually through the rest of the year.

For everyday consumers, especially PC gamers, this signals a challenging period ahead as graphics cards become increasingly expensive.

Why GPUs Are Becoming More Expensive

At the core of these anticipated price hikes is the rapidly rising cost of memory and other critical components. The construction of large-scale AI data centres across the globe has created intense demand for GPUs and high-performance memory, pushing prices upward throughout the hardware supply chain.

Unlike previous cycles driven primarily by gaming or crypto mining, this surge is rooted in long-term infrastructure investment. AI companies are locking in massive quantities of hardware in anticipation of future needs, tightening supply for the consumer market.

Gradual Increases, Not a One-Time Jump

Industry sources suggest that these increases may not be limited to a single adjustment. Instead, prices are expected to rise incrementally over the course of the year. High-end models are likely to be affected the most, including Nvidia’s GeForce RTX 50 series and AMD’s upcoming Radeon RX 9000 lineup.

Some projections indicate that flagship GPUs could see dramatic shifts in pricing over time, reflecting both production costs and what the market is willing to bear.

AI’s Growing Appetite for Compute Power

The broader context behind these developments is the explosive growth of artificial intelligence. Leading AI firms are consuming GPUs at unprecedented rates. Executives across the tech industry have openly acknowledged that next-generation AI models will require exponentially more computing power than earlier systems.

This demand is not just theoretical. Companies are already stockpiling hardware, even as infrastructure challenges such as power availability limit how quickly these GPUs can be deployed. The result is sustained pressure on supply, with manufacturers prioritising enterprise and AI customers who can absorb higher prices.

What This Means for Gamers and PC Builders

For gamers and PC enthusiasts, the implications are clear. As supply tightens and prices rise, building or upgrading a gaming PC is likely to become significantly more expensive. Even mid-range components may see noticeable price increases due to basic supply-and-demand dynamics.

At the same time, the gaming industry itself is increasingly embracing AI in development, testing, and production workflows. This further ties the future of gaming hardware to the broader AI economy, making price relief unlikely in the near term.

A Market Redefined by AI Priorities

The GPU market is no longer driven solely by gamers and creators. AI has become the dominant force shaping pricing, availability, and long-term strategy for hardware manufacturers. While this shift fuels innovation, it also places everyday consumers at a disadvantage in an increasingly competitive market.

As 2026 progresses, buyers may need to rethink upgrade plans, explore alternative options, or simply prepare for a new reality where high-performance GPUs come at a much steeper cost.

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NVIDIA, a global leader in AI and computing technology, has launched its highly anticipated Blackwell platform, marking a significant milestone in the world of accelerated computing. This groundbreaking platform introduces a new era of computing, empowering organizations to leverage real-time generative AI on trillion-parameter large language models (LLMs) with unprecedented efficiency.

Trillion-Parameter-Scale AI Models: Powered by the Blackwell GPU architecture, NVLink, and Resilience Technologies, the platform enables the deployment of trillion-parameter-scale AI models.

Optimized Cost and Energy Efficiency: With new Tensor Cores and the TensorRT-LLM Compiler, Blackwell reduces LLM inference operating cost and energy consumption by up to 25x compared to its predecessor.

Breakthroughs in Various Fields: The platform facilitates breakthroughs in data processing, engineering simulation, electronic design automation, computer-aided drug design, and quantum computing.

Wide Adoption: Blackwell has garnered widespread adoption from major cloud providers, server makers, and leading AI companies including Amazon Web Services, Google, Meta, Microsoft, OpenAI, Oracle, Tesla, and more.

Industry Leaders’ Statements:

Sundar Pichai, CEO of Alphabet and Google, emphasized Google’s commitment to investing in infrastructure for AI platforms, highlighting their partnership with NVIDIA to bring Blackwell’s capabilities to Google Cloud customers.

Andy Jassy, president and CEO of Amazon, highlighted the longstanding collaboration between AWS and NVIDIA, underscoring the compatibility of Blackwell with AWS infrastructure for advanced accelerated workloads.

Michael Dell, founder and CEO of Dell Technologies, expressed the importance of generative AI in shaping the future of technology, affirming Dell’s collaboration with NVIDIA to deliver next-generation accelerated products and services.

Demis Hassabis, CEO of Google DeepMind, emphasized the transformative potential of AI in solving scientific problems, acknowledging Blackwell’s role in providing critical compute power for scientific discoveries.

Mark Zuckerberg, CEO of Meta, highlighted the significance of AI in powering various Meta products and services, expressing eagerness to leverage Blackwell to enhance Meta’s AI capabilities.

Satya Nadella, CEO of Microsoft, reiterated Microsoft’s commitment to offering advanced infrastructure for AI workloads, announcing the integration of Blackwell processors into Microsoft’s datacenters globally.

Sam Altman, CEO of OpenAI, underscored Blackwell’s massive performance leaps, expressing excitement about enhancing AI compute capabilities in collaboration with NVIDIA.

Larry Ellison, chairman and CTO of Oracle, emphasized the qualitative and quantitative breakthroughs enabled by Blackwell in AI, machine learning, and data analytics, highlighting its importance for uncovering actionable insights.

Elon Musk, CEO of Tesla and xAI, acknowledged NVIDIA hardware as the best choice for AI applications.

About the Blackwell Platform:

Named after mathematician David Harold Blackwell, the Blackwell platform succeeds the NVIDIA Hopper architecture and features six revolutionary technologies:

World’s Most Powerful Chip

Second-Generation Transformer Engine

Fifth-Generation NVLink

RAS Engine

Secure AI

Decompression Engine

Availability and Partnerships:

Blackwell-based products will be available from partners later this year, including major cloud service providers, server makers, and software developers.

NVIDIA Cloud Partner program companies and sovereign AI clouds will offer Blackwell-based cloud services and infrastructure.

AWS, Google Cloud, and Oracle Cloud Infrastructure plan to host Blackwell-based instances.

Leading server manufacturers, including Cisco, Dell, Hewlett Packard Enterprise, Lenovo, and Supermicro, will deliver servers based on Blackwell products.

Conclusion:

The NVIDIA Blackwell platform represents a monumental leap forward in accelerated computing, ushering in a new era of efficiency, scalability, and innovation. With its transformative capabilities, Blackwell is poised to reshape industries and drive breakthroughs in AI-driven applications worldwide.

To learn more about the NVIDIA Blackwell platform, watch the GTC keynote and register for sessions at GTC, running through March 21.

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