Nvidia's business priorities have shifted dramatically as AI and data center products now drive the bulk of the company's revenue. GeForce graphics cards still sell well, but gaming represents a shrinking slice of Nvidia's overall income. The company is reportedly slowing production of its RTX 50-series GPUs and pushing back plans for a mid-cycle Blackwell refresh, clear signs that consumer graphics hardware no longer sits at the center of its roadmap.
Nvidia maintains that GeForce RTX demand stays strong, pointing to constrained memory supply as the limiting factor. The company says it continues shipping all current SKUs and is working with suppliers to boost availability. But the numbers tell a different story about where Nvidia's focus actually lies. The company recently posted over $50 billion in quarterly revenue. PC gaming contributed roughly $4.3 billion of that — about 8 percent of the total.
Meanwhile, Nvidia just committed $20 billion to OpenAI alone, a sum larger than what it expects to pull from PC gaming in an entire year. As enterprise AI, cloud computing, and infrastructure projects tied to web3 expand, GeForce GPUs increasingly look like a side business rather than a core growth engine.
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Ubisoft employees push back on leadership
Ubisoft held a town hall meeting recently, and it didn't go smoothly. Employees pressed CEO Yves Guillemot and the executive team on the company's return-to-office mandate and the possibility of more layoffs. Leadership defended the office policy by pointing to similar moves at Riot Games, Activision Blizzard, and Rockstar Games.
On layoffs, Ubisoft's CFO avoided giving concrete answers. The company has already cut more than 2,000 jobs, and workers wanted clarity on whether more cuts are coming. They didn't get it. The exchange highlights ongoing tension at major publishers as they restructure while trying not to lose key talent during one of the industry's most unstable periods.
Square Enix gears up for Final Fantasy VII's final act
Square Enix is preparing to talk more about the Final Fantasy VII Remake trilogy than it has in the past. 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 project throughout 2026.
That naturally raises questions about the third installment. No release date has been announced, but the increased communication suggests development is progressing steadily. Whether the finale lands in late 2026 or early 2027 may depend on how Square Enix positions it around other major releases, including Grand Theft Auto 6.
Borderlands 4 keeps the updates coming
Gearbox Entertainment is maintaining a steady content schedule for Borderlands 4. The next update, Bounty Pack 2: Legend of the Stone Demon, drops on February 26 and includes short narrative missions plus free additions like Pearlescent gear.
In March, the game gets more substantial story content with Mad Ellie and the Vault of the Damned. That expansion introduces C4SH, a new vault hunter who used to be a casino robot. Instead of spacing out major drops with long gaps, Gearbox is keeping players engaged with regular character, gear, and story updates.
Kojima back at the editing desk
Hideo Kojima recently mentioned he's returned to video editing after an eight-month break. He didn't say what he's working on, but the timing lines up with rumors of a PlayStation State of Play event later this month.
Speculation points toward Death Stranding 2 news, possibly DLC or a PC release. Kojima Productions hasn't confirmed anything, but Kojima getting hands-on with editing again suggests something is close to being shown publicly.
Nioh 3 won't budge on difficulty
Team Ninja made it clear that Nioh 3 will not offer adjustable difficulty settings. Director Masaki Fujita explained that the series is built around a shared challenge that gives all players the same sense of progression and accomplishment.
Instead of scaling difficulty, Nioh 3 will give players more strategic options for tackling encounters without lowering the baseline challenge. For longtime fans, the approach stays true to the franchise's identity, even as accessibility debates continue across the industry.
Bethesda's Switch 2 physical releases spark confusion
Bethesda's physical release strategy on Switch 2 has raised eyebrows. Indiana Jones and the Great Circle will ship with the full game on cartridge, but Fallout 4 and Oblivion Remastered will not. Those titles will come as boxed download codes rather than actual cartridges or game key cards.
For players who care about physical ownership, the decision feels like a downgrade. It also reflects a broader trend where publishers adjust distribution methods as game sizes grow and platforms lean harder into digital-first models.
An industry reshaping itself
Across hardware, publishing, and development, the industry is shifting priorities. Nvidia's PC gaming GPUs now represent a small fraction of a business dominated by AI. Publishers like Ubisoft are restructuring while managing internal friction. 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 now comes primarily from 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?
Nvidia is reportedly slowing RTX 50-series production and delaying a Blackwell refresh, though the company 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.
