Probably the end of many, if not all, third party vendors.
Wasn’t this all happening because Nvidia bought all the supply
They’ve gotta save that supply to feed the AI bubble, though.
Good. Great. Amazing.
$1,000 RAM prices and now GPUs are also going to become unaffordable.
I must have blinked and missed when they were affordable.
more unaffordable.
This could screw over some smaller board partners. They might not have the deals in place to secure the RAM chips they need.
…I wonder what it would take for Intel to get in the memory business.
Or GloFo? WTF are the euro fabs doing these days?
Bring back Optane! I’m still using a couple PCIe cards in raid as my boot drive on my home server. The RAM versions of Optane were quite interesting too.
Is this only going to affect graphics cards or is this going to also bottleneck gpus for servers and high end workstations?
High end workstation is the same silicon/memory as gaming cards.
They’re presumably “saving” it for the high margin server GPUs, under the presumption that memory makers will allocate more production to HBM.


