Is the GPU crisis down to real shortages, or is it market manipulation?
One thing is clear enough — high-end GeForce GPUs are suffering serious price hikes thanks to stock issues.
A new report claims that Amazon is purchasing large quantities of Nvidia AI GPU racks, far exceeding its capacity to deploy them in data centers. An analyst, Ed Zitron, suggests that this is a deliberate strategy by Nvidia to force Amazon and other companies to stock up on AI GPUs, at the expense of gaming GPU chips. Zitron bases his theory on a change in Amazon's policy, where it previously only paid for racks once they were installed in a data center.
Now, it has to compete with rivals for scarce Nvidia GPU resources. This, according to Zitron, indicates Nvidia's attempt to manipulate the market by artificially creating demand for AI GPUs and pushing supply issues onto gaming GPU manufacturers like Nvidia. However, the source material does not provide a definitive conclusion on whether this is a real shortage or market manipulation.
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