On April 18, 2026, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)\u2019s transition to artificial intelligence is straining its connection with gamers, as data center goods dominate performance and strategy. The data center revenue now makes up 91.5% of overall sales, which shows rising demand for AI processors.<\/p>\n
Bernstein analyst Stacy Rasgon commented that gaming no longer drives the business, as NVIDIA Corporation (NASDAQ:NVDA) focuses on higher-margin AI GPUs like Blackwell and Rubin. The compute and networking margins averaged 69% during the course of three years, as opposed to 40% for gaming.<\/p>\n
The memory constraints forced NVIDIA Corporation (NASDAQ:NVDA) to focus its supply on AI chips, reducing gaming GPU output and hiking expenses. Industry estimates forecast that gaming output could potentially be reduced by up to 40%.<\/p>\n
Gamers also opposed NVIDIA Corporation (NASDAQ:NVDA)\u2019s DLSS 5 software, which was released on March 16, 2026. They expressed concerns that generative artificial intelligence affects game design. The firm clarified that developers retain control over implementation. The corporation noted that it will continue to ship GeForce GPUs and work with suppliers to increase memory availability.<\/p>\n
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Nvidia’s (NVDA) Solid Bond with Gamers is Fracturing over AI <\/p>\n
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and related multimedia applications. It functions in two segments: graphics processing unit and compute and networking.<\/p>\n
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/a>.<\/p>\n READ NEXT:\u00a033 Stocks That Should Double in 3 Years<\/a> and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy<\/a>.\u00a0<\/p>\n