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Openai/6960ed20-8dfc-8005-a089-1bb9023ccffa
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==== This part is incorrect as stated, but I understand where the confusion comes from. ==== ===== That is not happening for consumer or professional GPUs. ===== What is happening: ===== - NVIDIA does not manufacture HBM ===== * It buys HBM from SK Hynix / Samsung / Micron * HBM supply is now the hard limit on GPU shipments So NVIDIA is: * prioritizing data-center GPUs * negotiating memory separately and more aggressively * allowing some partners flexibility in sourcing GDDR (not HBM) For consumer GPUs (RTX series): * ASUS / MSI already source GDDR themselves * This has been the case for years * NVIDIA only supplies the GPU die So that part isnβt new β itβs just becoming more visible.
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