Nvidia’s relationship with PC gaming continues to change as artificial intelligence and data center products dominate the company’s financial outlook. While GeForce graphics cards remain popular with players, gaming now represents a much smaller share of Nvidia’s overall revenue. Reports suggest the company is slowing production of its RTX 50-series GPUs and delaying a mid-cycle refresh of its Blackwell architecture, signaling a reduced emphasis on consumer graphics hardware.
Nvidia responded by stating that demand for GeForce RTX GPUs remains strong but that memory supply is constrained. The company added that it is continuing to ship all current SKUs while working with suppliers to increase availability. Still, the financial context explains the shift. Nvidia recently reported more than $50 billion in quarterly revenue, with PC gaming contributing roughly $4.3 billion, or about 8 percent of the total business.
By comparison, Nvidia’s investments in AI are significantly larger. The company recently committed $20 billion to OpenAI, a figure that exceeds what it is expected to generate from PC gaming in a year. As enterprise AI, cloud computing, and web3-adjacent infrastructure projects grow, GeForce GPUs increasingly look like a supporting segment rather than a core driver of Nvidia’s future.
Internal Friction Continues at Ubisoft
Ubisoft is also navigating uncertainty, this time internally. According to reports, a recent town hall meeting between employees and leadership failed to ease concerns about the company’s direction. CEO Yves Guillemot and the executive team defended Ubisoft’s return-to-office policy, pointing to similar approaches at competitors like Riot Games, Activision Blizzard, and Rockstar Games.
Employees also pressed management on the possibility of further layoffs after previous cuts affected more than 2,000 workers. Ubisoft’s CFO reportedly avoided giving specific guidance, saying the company would not share future decisions during the meeting. The exchange reflects a broader tension at major publishers as they balance restructuring with retaining talent during a volatile period for the games industry.
Square Enix Lays Groundwork for Final Fantasy VII’s Next Phase
Square Enix is looking ahead to 2026 with renewed focus on the Final Fantasy VII Remake project. With Final Fantasy VII Rebirth confirmed for Switch 2 and Xbox on June 3, director Naoki Hamaguchi said the company plans to share more updates on the trilogy than ever before this year.
That naturally raises questions about the third and final installment. While no date has been announced, the increased communication suggests development is moving forward steadily. Whether the finale arrives in late 2026 or slips into early 2027 may depend on the broader release calendar, including the positioning of major titles like Grand Theft Auto 6.
Borderlands 4 Keeps Expanding Its World
Gearbox Entertainment continues to support Borderlands 4 with regular content drops. The next update, Bounty Pack 2: Legend of the Stone Demon, launches on February 26 and adds short narrative missions alongside free updates such as Pearlescent gear.
More substantial story content follows in March with Mad Ellie and the Vault of the Damned, introducing a new vault hunter named C4SH, a former casino robot. Rather than large gaps between expansions, Gearbox appears focused on steady updates that keep players engaged with new characters, gear, and story beats.
Kojima Returns to the Editing Room
Hideo Kojima recently shared that he has returned to video editing after an eight-month break. While he did not specify what project he is working on, the timing lines up with rumors of a PlayStation State of Play event later this month.
Speculation points to updates related to Death Stranding 2, potentially including downloadable content or a PC release. Kojima Productions has not confirmed any announcements, but Kojima’s return to hands-on editing suggests something is moving closer to public reveal.
Nioh 3 Holds Firm on Difficulty Design
Team Ninja has made it clear that Nioh 3 will not include adjustable difficulty settings. Director Masaki Fujita explained that the series is built around a shared challenge that gives players a common sense of progression and accomplishment.
Instead of scaling difficulty, Nioh 3 will introduce more strategic variation, offering players additional ways to approach encounters without changing the baseline challenge. For longtime fans, the approach stays consistent with the franchise’s identity, even as accessibility debates continue across the industry.
Bethesda’s Switch 2 Packaging Raises Questions
Bethesda’s physical release strategy on Switch 2 has also drawn attention. Indiana Jones and the Great Circle will ship with the full game on cartridge, but Fallout 4 and Oblivion Remastered will not. Instead, those titles will come as boxed download codes rather than game key cards or full cartridges.
For players who value physical ownership, the move feels like a step back. It also reflects a broader trend where publishers are adjusting distribution methods as game sizes increase and platforms move further toward digital-first ecosystems.
A Gaming Industry in Transition
Across hardware, publishing, and development, the industry continues to shift priorities. Nvidia’s PC gaming GPUs are now a smaller part of a business dominated by AI. Publishers like Ubisoft are restructuring while managing employee concerns. Developers such as Square Enix and Gearbox are planning long-term content strategies, while companies like Bethesda rethink what physical releases mean on modern hardware.
Together, these changes show how gaming is being reshaped by broader technology investments, evolving platforms, and new business models tied to cloud services, AI, and web3-adjacent infrastructure rather than traditional console and PC markets alone.
Make sure to check out our articles about top games to play in 2026:
Best Nintendo Switch Games for 2026
Best First-Person Shooters for 2026
Best PlayStation Indie Games for 2026
Best Multiplayer Games for 2026
Most Anticipated Games of 2026
Top Game Releases for January 2026
Frequently Asked Questions (FAQs)
Why is Nvidia focusing less on PC gaming GPUs?
Nvidia’s revenue is now driven mainly by AI and data center products. PC gaming accounts for about 8 percent of its business, making GeForce GPUs less central compared to AI investments and enterprise computing.
Are new Nvidia RTX graphics cards delayed?
Reports suggest Nvidia is slowing RTX 50-series production and delaying a Blackwell refresh, though Nvidia says demand remains strong and supply is limited mainly by memory constraints.
What is happening with Ubisoft right now?
Ubisoft employees have raised concerns about return-to-office policies and possible future layoffs. Leadership defended its approach but did not provide clear guidance on additional cuts.
When will the next Final Fantasy VII game release?
Square Enix has not announced a date for the third Final Fantasy VII Remake installment. More updates are planned for 2026, with release timing likely in late 2026 or early 2027.
What content is coming to Borderlands 4?
Borderlands 4 is getting Bounty Pack 2: Legend of the Stone Demon on February 26, followed by Mad Ellie and the Vault of the Damned in March, which adds a new vault hunter named C4SH.
Will Nioh 3 have an easy mode?
No. Team Ninja confirmed Nioh 3 will not include difficulty settings and will instead rely on strategic variety rather than scaling challenge levels.
How is Bethesda handling Switch 2 physical releases?
Indiana Jones and the Great Circle will ship on cartridge, but Fallout 4 and Oblivion Remastered will be sold as boxed download codes, not full physical game cards.
