Before turning to slower RAM, they collectively made VRAM&GPU a luxury by intentionally exhausting supply to everyone else, and leftover components they can’t (or haven’t even planned) to power on collects dust.
There are like tens of ways to ridicule his argument, but I find this one more direct.
Counterpoint: Amazon is buying billions in Nvidia AI systems it can’t yet turn on
https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10?op=1
Before turning to slower RAM, they collectively made VRAM&GPU a luxury by intentionally exhausting supply to everyone else, and leftover components they can’t (or haven’t even planned) to power on collects dust.
There are like tens of ways to ridicule his argument, but I find this one more direct.
Can’t let competition have it. That’s us, we’re the competition.