Consumer GPU shipments stay strong despite pricing and memory pressure

Reported Q2 2026 desktop add-in-board shipments reached roughly 12.5 million, with NVIDIA holding close to 90% share despite weak PC shipments. RTX 5090 listings above €5,200 in Germany and a questionable 96GB China-modified card highlight AI-driven memory scarcity, affordability pressure, and an uncertain distinction between durable demand and pre-buying or speculative supply behavior.