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Archive: https://archive.today/dJt9D

From the post:

>Recent reports have claimed that Nvidia intends to reduce its production capacity for GeForce RTX 50 series GPUs in the first half of 2026. These cuts are reportedly due to shortages of memory, not just GDDR7, but all memory types. 30-40% of Nvidia’s GeForce GPU production could be axed. 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.

Yay.... Archive: https://archive.today/dJt9D From the post: >>Recent reports have claimed that Nvidia intends to reduce its production capacity for GeForce RTX 50 series GPUs in the first half of 2026. These cuts are reportedly due to shortages of memory, not just GDDR7, but all memory types. 30-40% of Nvidia’s GeForce GPU production could be axed. 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.
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[–] • 1 pt

I think it is more likely they are going to try to choke all markets to create artificial scarcity even if not needed which will keep costs high and sales "high" rather than crashing.

There are already companies building ASICS that may be model specific (even if that might be foolish) that will eat their lunch. For edge computing it makes a lot of sense if the price is low enough.

[–] • 1 pt

I had not thought of that direction...but who will build the chips? I didn't think that there were anyone that could do it fast or even ramp up fast.. Fuck, we can't even ramp memory....oh yeah thats fake price increase to make more money.

[–] • 1 pt

There are "small" chip houses that will build them. I know of one in CO that looks like a typical office building in the middle of nowhere. You would have no idea they are building advanced military chips but they are. They also take custom orders from even someone only wanting to do a run of 50-100 (It will cost you though).

Not everything needs to be a ultra clean room super factory if you don't need the latest super tiny NM specs.