Overview
- Prominent leaker Kepler_L2 has claimed this week that both AMD and NVIDIA will delay most of their next-generation gaming GPU families until 2028, leaving 2027 largely without new flagship launches.
- The leak identifies a single AMD exception: a mid-range RDNA 5 die codenamed AT2 with about 40 compute units that is reported to be on track for a 2027 debut.
- Sources link the proposed delays to tight memory supplies that raised part costs and reportedly led NVIDIA to reconsider or cancel planned RTX 50 SUPER refreshes that would have used higher-capacity GDDR7 parts.
- If AT2 ships on TSMC's N3P 3nm node and delivers material gains in path tracing, AI features, and raw performance at a sub-$1,000 price, analysts say it could narrow the near-term value gap with NVIDIA's existing high-end cards.
- These reports remain unconfirmed and based on leakers and industry rumor, so consumers and OEMs should expect ongoing uncertainty in pricing, inventory and launch timetables until manufacturers issue formal announcements.