How will the nvidia ai capex rating affect long term hardware availability?

[jacksparrow]

I’ve been reading several financial reports regarding the semiconductor industry’s shift toward enterprise solutions. I am curious if the current nvidia ai capex rating suggests that the company will continue to prioritize AI data center chips over consumer gaming GPUs for the next fiscal year. If the capital expenditure is heavily weighted toward AI, should we expect another shortage or price hike for the next generation of GeForce cards?I’ve been reading several financial reports regarding the semiconductor industry’s shift toward enterprise solutions. I am curious if the current nvidia ai capex rating suggests that the company will continue to prioritize AI data center chips over consumer gaming GPUs for the next fiscal year. If the capital expenditure is heavily weighted toward AI, should we expect another shortage or price hike for the next generation of GeForce cards?

 

[Lugwig]

The real problem isn't just Nvidia’s focus; it’s the "RAMpocalypse." All the GDDR7 and HBM wafer capacity is being swallowed by Blackwell and Rubin production. When memory accounts for 80% of a GPU's build cost, the consumer cards are the first thing they'll cut to save their margins.