Huang admitted in August that major cloud providers are moving away from Nvidia in favor of in-house chips, leaving Nvidia staring down a massive oversupply of prepaid TSMC silicon and memory that was “coming at him like an ‘avalanche'”.
I've been claiming this RAM shortage could end very suddenly, because bankruptcies could void most 3 year advance orders in a matter of days.
This kind of proves it if true. It doesn't even have to be bankruptcies!!
My guess is that we will have cheap RAM already next year. 😀