this post was submitted on 17 Dec 2025
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Hardware
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The article is all speculation about RAM availability, but somehow doesn't even mention AI.
My comment is speculation too, but Nvidia almost certainly has one of the most reliable supplies of RAM. This would suggest they're doing the obvious thing and putting their supply in enterprise AI products, while leaving the gaming community (who they owe their success to) fighting for price-gouged scraps.
They owe their start to the gaming community, but their success has largely been off the back of being first to "sell shovels" for crypto and AI.
They've kinda outgrown us sadly. I kinda wonder if they'll spin out the GPU business one day.
Alternatively, they see the writing on the wall and are pre-emptively raising GPU prices so they better weather the crash.
Alt: the money they helped launder through LLM firms for criminal orgs who started crypto farms is finally running out.