A new wave of supply-side tension is emerging, and this time it could hit graphics cards just as prices were finally beginning to cool. According to new reports, Nvidia is preparing a major shift in how it supplies hardware to its add-in card partners (AICs), and the fallout could reshape the GPU market in the months ahead.
A reliable hardware leaker known as Golden Pig Upgrade Pack has claimed on Weibo that Nvidia will no longer bundle video memory (VRAM) with its GPU dies. The leak shows a bad future with an affordability crisis, especially for smaller vendors who depend on Nvidia's vertically integrated supply. While nothing has been officially confirmed, the rumour has already sparked concerns about the future of GPU pricing in an increasingly volatile memory market.
