Nvidia just said it won't begin to ramp production of its new Blackwell GPUs until its fourth fiscal quarter, which begins in November. Nvidia just reported a record $30 billion quarter, and the vast majority of it ($22B) was data center compute... will it set aside some of its latest and greatest for gamers instead of AI? If so, I wouldn't bet on prices being low.
Well we should get some when the AI craze finally dies.
We’re slowly approaching the “FO” phase of FAFO for a lot of these companies