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Story perspectives

AI Demand Sparks GPU Shortage, Retailers Limit Orders

1/4/2026

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Story summary
  • A European retailer reports GPU supply constraints, stating they can only order five units of the Nvidia RTX 5070 and higher models are unavailable.
  • The shortage stems from a global memory and storage shortfall driven by AI demand, with DDR5 prices up about 450% in Q4 2025.
  • Some retailers in Japan have halted PC orders due to supply uncertainties.