TL;DR: NVIDIA will supply only GPU dies without GDDR memory chips, forcing add-in-board (AIB) partners to source their own VRAM amid rising GDDR prices and shortages driven by AI demand. This shift ...
Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025. Over the weekend, Michael Burry, the investor made famous by "The Big Short" for ...
Nvidia’s graphics processors sit at the center of the AI boom, but the company that designs them is only one player in a sprawling global supply chain. To understand who really makes Nvidia GPUs and ...
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