Nvidia plans heavy cuts to GPU supply in early 2026
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16 replies
AMD has a chance to do something really funny.
Sell GPUs without memory?
That would be pretty funny.
Turns out NVidia is already doing just that (to OEMs, that is).
https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-no-longer-supplying-vram-to-its-gpu-board-partners-in-response-to-memory-crunch-rumor-claims-vendors-will-only-get-the-die-forced-to-source-memory-on-their-own
Sadly, China too.
To be honest we desperately need competition in this sector.
China pls save us!
Intel?
They undoubtably have the engineering talent to do it, just not the managerial talent
They have the fabs too... Would be funny if they went from CPUs to tons of memory chips.
Micron, Samsung, Nvidia.
Soon there will be no new computer components at all
Yeah fuck Nvidia.
How very convenient to keep prices up. Very convenient.
Is this that late-stage capitalism I keep hearing about?
considering that Altman made exclusivity deals with RAM vendors not because he needs that much memory but because he wanted to deny it to his competition, yes, exactly