Nvidia CEO's Niece Warns of Further GPU Price Increases

KOMPAS.com - The financial report for the first quarter (Q1) of 2026 brings very good news for AMD investors, but also a warning for consumers and gamers. This serious warning comes directly from AMD CEO, Lisa Su. Interestingly, Lisa Su is not a stranger to her biggest competitor in the chip industry. She is known to be related to Nvidia CEO, Jensen Huang. The two are distant cousins from their mother’s family lineage. Specifically, Jensen Huang’s mother is the younger sister of Lisa Su’s grandfather. Biologically, the Nvidia boss is actually Lisa Su’s distant uncle. This niece of Jensen Huang is now bringing a no less important warning regarding the threat of rising prices for PC components and graphics cards (GPUs) in the near future. On the one hand, Lisa Su explained that AMD’s data center division’s record revenue has increased drastically thanks to the explosion of the AI trend. On the other hand, the CEO predicts that demand in the corporate and gaming sectors, which are essentially consumer sectors, will experience a severe slowdown in the second half of 2026. The main cause is the increase in production costs due to the high price of memory and components. “We expect demand in the second half (of 2026) in the gaming sector to be affected by high component and memory costs. We now project that gaming revenue in the second half will fall by more than 20 percent compared to the first half,” said Hu. This means that when we enter the third (Q3) and fourth (Q4) quarters of 2026, the supply of AMD Radeon graphics cards will likely become even scarcer. This condition will ultimately trigger the potential for unavoidable price increases for graphics card models, including the RX 9000 series. As is known, “Team Red” (AMD’s nickname) is also a manufacturer of semi-custom GPU chips that power the PlayStation 5 (PS5) and Xbox consoles. Sales of both consoles are experiencing a slowdown because their cycle is entering the final stage, so the market is starting to reach a saturation point. However, this component crisis could worsen market conditions.