According to this analyst, demand for NVIDIA GPUs may "cool" come December because of DRAM shortages and crypto bans.
The GPU/motherboard OEMs noted GPU pricing was up ~25% in the last six months. They also noted zero inventory of GPUs in the channel and constrained short DRAM supply and pricing also affecting GPU shipments. Coming off a very strong SepQ, there are also expectations in the supply chain that DecQ GPU sales could be muted in pricing and demand on recent cryptocurrency bans and DRAM shortages.
