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
The entire industry is currently navigating a memory crisis, with companies pivoting to favor AI clients over retail markets, leading to a severe drought that’s expected to only worsen. Nvidia, the world’s largest GPU manufacturer and a leading beneficiary in the AI boom, seems to now be affected by a problem it helped exacerbate. According to leaker Golden Pig Upgrade, Nvidia has stopped bundling video memory with its GPUs that it sells to AIBs, leaving partners to source the required VRAM on their own.
(Image credit: Future)
Best picks for you
(Image credit: YouTube – JayzTwoCents)
A lot of you may remember how EVGA left the industry, citing growing tensions with Nvidia, alleging mistreatment. Not to speculate too much, but leaving vendors to buy cutting-edge VRAM on their own could put a lot more pressure on low-scale operations, putting them at risk of shutting down, unable to weather the memory drought.
All that being said, this is still just a rumor, so take the news with a huge grain of salt. If it’s true, Nvidia is potentially leaving money on the table that would otherwise come home by selling marked-up modules, implying that the economics just don’t make sense anymore in the current landscape. All production lines have been hijacked by AI for the foreseeable future.
Follow Tom’s Hardware on Google News, or add us as a preferred source, to get our latest news, analysis, & reviews in your feeds.
