NVIDIA Stops Supplying Memory for Graphics Cards to Partners

NVIDIA, according to insiders, has decided to adjust the supply scheme for key components for its partners. Instead of the familiar kits that included both graphics processors and memory chips, graphics card manufacturers will now only receive the GPUs, meaning the task of sourcing video memory now falls to them.

Major vendors with long-established supply channels with giants like Samsung or SK Hynix will likely not face significant difficulties. However, for smaller, lesser-known companies lacking similar connections and order volumes, this could pose a serious challenge.

The main problem for smaller brands will not only be finding a reliable memory supplier but also the need to independently ensure the chips strictly meet NVIDIA's technical requirements. This adds complexity and extra costs to the production process, which could ultimately affect the final product's price.

Analysts cite growing instability in the memory market as the reason for these changes. Observed shortages and skyrocketing prices for various types of DRAM, including memory for graphics cards, are forcing NVIDIA to offload some of the risks onto its partners. The situation is further exacerbated by frenzied demand from the artificial intelligence sector, which is consuming significant portions of the production output.

This information is based on reports from the reputable insider Golden Pig Upgrade and has not been officially confirmed by NVIDIA. Nevertheless, the rumors align well with the overall market situation, which lends them credibility.