Nvidia accused of creating GPU crisis through channel stuffing

Nvidia is accused of manufacturing the GPU and RAM shortage by shifting silicon wafer allocation from consumer graphics cards to AI accelerators and shipping more GPUs to Meta, Google and Amazon than they can use. The excess reportedly sits unused in warehouses, while the artificial scarcity keeps consumer prices high.

• Nvidia moved most silicon wafer allocation from consumer GPUs to AI accelerators
• Big tech received more GPUs than it could actually deploy
• The practice supports record margins but risks a bursting AI bubble
• Consumers pay the price through artificial scarcity and higher prices