this post was submitted on 23 Mar 2026
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Not quite though as the ram that goes into the AI cards (H200 etc) is actually different from consumer ram (HBE, not DDR5). But the RAM hasn't actually been produced yet because they don't necessarily have the capacity to produce that much of that kind of RAM. So the contracts that are currently held are for wafers and other "raw" ingredients that hopefully could still be redirected if the bubble bursts soon enough.
Then again, it looks like Nvidia is hellbent on selling you neural networks as part of the graphics stack (i.e. DLSS5), so they can ret out the processing to you instead of you owning the hardware.
Good luck to them on that, the one friend I know who uses GeForce Now says it has excessive latency. Somehow all of these efforts to have streaming gaming don't realize this.