Nvidia may stop supplying VRAM to partners amid a global memory shortage, risking GPU production delays.
AI server demand is straining VRAM supply, forcing partners to buy memory directly if the shift happens.
Smaller GPU brands may struggle with higher costs, widening the gap with major manufacturers.
A new leak has created a major stir in the global graphics card industry, hinting at one of the biggest shifts in Nvidia’s supply chain in years. Industry leaker Golden Pig Upgrade claims that Nvidia is preparing to stop supplying video memory to its partner brands, a move that could disrupt GPU production worldwide. The global shortage of memory used in advanced chips has already stretched factories to the limit, but this report suggests even Nvidia is now being pulled into the crisis. If partners are forced to source memory on their own during such a tight supply phase, production could slow down, costs could rise, and the competitive balance of the GPU market could shift.
SurveyWhy Nvidia is reportedly making this change
According to the leak, Nvidia is finding it increasingly difficult to secure enough video memory from major suppliers. Video memory is produced by a few global companies such as Samsung, Micron, and SK Hynix, which are prioritising orders for artificial intelligence servers because they offer higher profits than the regular consumer market.
Nvidia often buys this memory and bundles it with its graphics chips for board partners. But the current shortage may be forcing the company to step back. If that happens, partners would need to buy memory directly from suppliers while following Nvidia’s technical guidelines.
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How board partners may be affected
Large graphics card brands have long-standing relationships with memory suppliers, so they may find it easier to adjust. They are also more experienced in sourcing components on their own while keeping designs in line with Nvidia’s requirements.
Smaller partners, however, may face more difficulties. Buying high-speed memory in small batches can be expensive, reducing already thin profit margins. This could make it harder for smaller companies to compete in a market where pricing is already tight.
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What this could mean for the GPU market
If partners are required to secure memory independently, the cost of building graphics cards may rise. This could eventually affect retail prices or reduce the variety of models available, particularly from smaller brands. The situation comes as demand for gaming and creator GPUs remains strong in markets like India.
Experts also note that such a shift could widen the gap between large and small partners, as bigger brands may have better access to memory stock.
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Nvidia’s reaction
The information has not been confirmed by Nvidia. The report from Golden Pig Upgrade remains a rumour, and details could change in the coming weeks. Even so, the leak highlights the seriousness of the global memory shortage. The rapid growth of AI hardware continues to influence production decisions across the tech industry.
For now, the market will be watching for any official statement from Nvidia and how partners respond if the change becomes reality.
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Bhaskar Sharma
Bhaskar is a senior copy editor at Digit India, where he simplifies complex tech topics across iOS, Android, macOS, Windows, and emerging consumer tech. His work has appeared in iGeeksBlog, GuidingTech, and other publications, and he previously served as an assistant editor at TechBloat and TechReloaded. A B.Tech graduate and full-time tech writer, he is known for clear, practical guides and explainers. View Full Profile
