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A comment on Nvidia Allegedly Engineered Scarcity by Funding AI Startups to Buy Its GPUs. Parent comment

Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu... by wmf on Saturday November 14, 2026 @01:35AM (#50494599)
HBM is quite expensive so it's strange to see so much disabled.
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Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu... by formerly_proven on Saturday November 14, 2026 @04:20AM (#50495433)
You can't change the HBM configuration after the GPU is manufactured, so I guess this points to some combination of "redirecting GA100 stock", "volume is too low to justify a separate spin of GA100" or "demand is expected to be transient". The savings from actually shipping less HBM would be very substantial though (hundreds of dollars on a 4-5k GPU).
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