Amid the explosive demand for AI servers, global memory production capacity is being largely diverted to high-end AI chips and data centers. Recent foreign media reports indicate that Nvidia has stopped providing "GPU + VRAM" bundled packages to its AIB partners , instead selling only GPU cores, forcing partner manufacturers to source GDDR display memory directly from memory suppliers such as Samsung, Micron, or SK Hynix.

📌 Why the change?

• Demand for AI memory is surging : unprecedented demand for HBM, HBM3E, and GDDR is squeezing the supply of consumer graphics cards.

• Cost and risk transfer : If Nvidia continues to bundle VRAM, it will essentially have to absorb supply fluctuations and price pressures itself. After the bundling is removed, the risk will be borne by the partner.

⚖️ Impact on the industry

• Large AIBs (such as ASUS and MSI): They have independent procurement capabilities and can transition relatively smoothly.

• Small and medium-sized AIBs : facing higher costs and longer delivery times, their gross profit margins are further shrinking, and their competitiveness is being damaged.

• Consumer market : There may be increases in graphics card prices, supply delays, and even a reduction in model selection.

🔮 Future Observation

This news is currently still a rumor and has not been officially confirmed by Nvidia. However, if true, it would represent a major structural change in the GPU supply chain, potentially accelerating market consolidation and making it more difficult for smaller manufacturers to survive.

Source:

Nvidia reportedly no longer bundling VRAM, putting increased pressure on motherboard manufacturers | TechNews

Nvidia reportedly no longer supplying VRAM to its GPU board partners in response to memory crunch — rumor claims vendors will only get the die, forced to source memory on their own | Tom's Hardware

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