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𝐒𝐂𝐀𝐑𝐘: For the first time in 30 years, Nvidia will not release a gaming GPU this year due to global memory chip shortage.

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Coinvo

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AI is running out of short-term memory. We’re watching a global chip shortage play out in real time, and that tiny bottleneck is about to make everything more expensive. Who wins when the memory runs out?
1:19

AI is running out of short-term memory. We’re watching a global chip shortage play out in real time, and that tiny bottleneck is about to make everything more expensive. Who wins when the memory runs out?

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2:05

$NVDA is entering the consumer PC chip market with RTX Spark, an $ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs. The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming. Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.

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Dylan Patel says the memory shortage is not a normal cycle "Memory capacity is only growing 20, 30% a year for the next three years. And yet, demand is doubling, is doubling...memory prices are going to keep soaring." "Our point there was memory isn't a shortage, and this is not a short-term shortage. It's a shortage that's going to last years." "Memory we've had the pricing go up like 4x and it's going to go up another 2x, 3x again, in addition to capacity growth. We talked about how KV cache was going to explode because of reasoning. And therefore memory was going to be the biggest winner." "We're still not at 85, 90% gross margins for memory, but we'll get there. And then at some point from there, it'll also halve back down to like 70s or maybe even lower."
0:52

Dylan Patel says the memory shortage is not a normal cycle "Memory capacity is only growing 20, 30% a year for the next three years. And yet, demand is doubling, is doubling...memory prices are going to keep soaring." "Our point there was memory isn't a shortage, and this is not a short-term shortage. It's a shortage that's going to last years." "Memory we've had the pricing go up like 4x and it's going to go up another 2x, 3x again, in addition to capacity growth. We talked about how KV cache was going to explode because of reasoning. And therefore memory was going to be the biggest winner." "We're still not at 85, 90% gross margins for memory, but we'll get there. And then at some point from there, it'll also halve back down to like 70s or maybe even lower."

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Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research
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Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research
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Sony forecast annual sales at its gaming business would fall 6% to $28 billion due to lower hardware sales as its PlayStation 5 ages and as the industry grapples with a surge in memory chip prices
1:58

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Calfreezy, AB & Chip say this years Sidemen Charity match was the first year where no creator had an "Ego" "this was the first time I didn't feel like there was anyone with a mega-ego.. in previous ones I've seen people not be very nice to other smaller YouTubers"

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Today in Parliament I highlighted GPU shortage as the biggest constraint in India’s AI ambition. The bottleneck is rising GPU costs & global supply shortage. This could choke India’s data centre expansion and AI advanced model training. India’s current compute pool has 34,000 GPUs, but a very small number compared to global scale required for training advanced models. Today I asked in the parliament, what are the specific targets, timelines & geopolitical engagements in place to secure predictable access to advanced computing resources, in particular GPUs?
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Today in Parliament I highlighted GPU shortage as the biggest constraint in India’s AI ambition. The bottleneck is rising GPU costs & global supply shortage. This could choke India’s data centre expansion and AI advanced model training. India’s current compute pool has 34,000 GPUs, but a very small number compared to global scale required for training advanced models. Today I asked in the parliament, what are the specific targets, timelines & geopolitical engagements in place to secure predictable access to advanced computing resources, in particular GPUs?

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