Hardware

artificial scarcity

From the article:

This implies that Nvidia cannot get enough GDDR7 memory to produce GPUs at its current rate. Alternatively, it implies that Nvidia expects significantly reduced GPU sales in 2026, possibly due to rising NAND and DRAM costs and their impact on PC prices.

That seems a lot more plausible to me than Nvidia trying to intentionally constrain GPU supplies. They just need to expect that the memory shortage will affect their gaming sales. We know that there is a massive RAM shortage. I mean, you don't need to introduce other factors to explain that move.

On a similar note, I've seen articles talking about how PC vendors expect revenue to drop drastically in the near term (since they'll have to hike prices because of the RAM constraints driving up their RAM costs, which in turn will price some consumers out of the market, which will reduce their sales until more supply of RAM relative to demand becomes available). I haven't seen anything about them cutting production, but I would expect them to do so; otherwise they'd just build up a bunch of computers that won't sell.

And I'd bet that there are other companies that will be impacted, all kinds of things that one might not think of as computer vendors that use memory in their devices and suddenly need to hike prices and expect to see sales impacted.