Thursday, November 27th 2025
NVIDIA May Stop Bundling Memory with GPU Kits Amid GDDR Shortage
NVIDIA is rumored to be changing its approach by supplying only the raw silicon to its AIC partners, rather than bundling its usual GPU and memory kit. Typically, GPU manufacturers like NVIDIA, AMD, and Intel provide their GPU dies with GDDR memory to AIC partners as a kit. These partners then solder the components onto their custom PCBs, often modifying the layout and cooling systems. However, according to Golden Pig Upgrade, NVIDIA might halt this practice and supply only the bare silicon dies due to memory shortages affecting the company's ability to meet orders.
Recently, AMD informed its supply chain of an impending price increase across its entire GPU product line by about 10%. This decision is primarily driven by a significant memory shortage, which has led to soaring DRAM prices and reduced profit margins for GPU manufacturers. AMD's AIB partners have been advised of the planned 10% price hike, and it is expected that AIBs will follow suit in the coming weeks to maintain their margins. However, this now adds to the entire confusion of DRAM shortage, especially for GPUs.
AIC partners are now supposedly responsible for sourcing their own DRAM from memory manufacturers such as Micron, SK Hynix, and Samsung. The success of AICs in acquiring DRAM will depend on their relationships with these memory makers and their ability to secure sufficient capacity at reasonable prices. For NVIDIA, this strategy might allow the company to ship its GeForce RTX 50-series Founders Edition GPUs without facing shortages or issues, while also ensuring adequate capacity for its "Rubin CPX" and "Vera Rubin" server products.
Sources:
Golden Pig Upgrade, via VideoCardz
Recently, AMD informed its supply chain of an impending price increase across its entire GPU product line by about 10%. This decision is primarily driven by a significant memory shortage, which has led to soaring DRAM prices and reduced profit margins for GPU manufacturers. AMD's AIB partners have been advised of the planned 10% price hike, and it is expected that AIBs will follow suit in the coming weeks to maintain their margins. However, this now adds to the entire confusion of DRAM shortage, especially for GPUs.
20 Comments on NVIDIA May Stop Bundling Memory with GPU Kits Amid GDDR Shortage
For GDDR and regular DDR there are different capacity allocations for each manufacturer, so we don't have that data.
And Nvidia cutting memory bundling to keep VRAM for their own founders editions sounds rather anti-competitive with their own board partners, they may as well cut out every partner and just sell FE cards.
And they are of course right, in this hyper optimism fuelled by circle jerk circle of AI hardware makers and AI providers investing into eachother with made up money. Other sectors of course have to compete with that.
Bonus: the card will work with as many GDDR chips as you can afford, it doesn't have the be the full set of 8.
just want to make the impression behind the tempered glass of the pc case that i can afford huge amont of ram chips... albeit non-functional. but hey, at least they have no apalling power consumption! please do not ask why such a beefy pc isn't powered-on.it says a lot about the industry though.... inflexible and opportunistic, etc... 🤷♂️⛄
More proof EVGA was 100% right.