NVIDIA: WTF?

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We have corroborated rumors of a draw-down in NVIDIA consumer GPU supply into 2026, aligning with new and unfavorable terms for its subscription gaming service rolling-out to GeForce Now users. In this video, we break-down how the enterprise and data center "AI" companies are, we think, working together to keep GPUs out of the hands of consumers while raking-in tax breaks and government subsidies funded by those very consumers. We also talk about HBM wafer allocation and consumption as compared to consumer memory solutions.

Watch our @GNCAInvestigates video about NVIDIA x Palantir: https://www.youtube.com/watch?v=5lYsO4k7OIY
Watch our video about Micron, favored NVIDIA partner, screwing consumers in a similar way: https://www.youtube.com/watch?v=9A-eeJP0J7c

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TIMESTAMPS

00:00 - You'll Own Nothing
00:40 - Cutting Consumer GPU Production
01:29 - GPUs Are for Billionaires
05:57 - SUPPORT OUR WORK
07:31 - The GPU Consumer Supply News
10:51 - Inevitable Opportunity to Screw Consumers
13:43 - HBM Siphoning Wafer Supply
25:23 - No Wonder Micron Likes NVIDIA
27:17 - Subscription GPUs, Computers, and GeForce Now
31:24 - Conclusion

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Steve Burke: Writing
Vitalii Makhnovets: Editing
Tim Phetdara: Editing
Ben Benson: Research, Writing