Ericka SimoneErickaSimone@mastodon.social
Nov 14, 2026, 9:14 PMSo Nvidia did exactly what we all said they were doing and bought up all the wafers. There was no shortage after all.
This mean I can go pick up some terabytes now? Please god.
Replies
- Ericka SimoneErickaSimone@mastodon.socialNov 14, 2026, 9:43 PM
Definitely need to check Sam “you guys don’t need RAM” Altman and see what he’s over there buying up currently. Because if one is doing it…. The rest of them are too.
Old Angry Queer :transflag:old_angry_queer@girlcock.clubNov 14, 2026, 9:31 PM- Ericka SimoneErickaSimone@mastodon.socialNov 14, 2026, 9:35 PM
@old_angry_queer there it is.
- Old Angry Queer :transflag:old_angry_queer@girlcock.clubNov 14, 2026, 9:53 PM
@ErickaSimone yes, however:
1) he is a billionaire and thus much less likely to face repercussions for his actions (see: # of arrests based off Epstein files, BP Horizon, etc)
2) Those are federal charges and Trump likes him and can just pardon him or direct his department of injustice to not pursue charges in the first place; so it becomes a matter of if Jensen becomes radioactive enough that Trump will throw him under the bus.
Matt Hall401matthall@mastodon.xyzNov 14, 2026, 9:32 PMHope so.
I think there's still some purchasing commitments that'll keep production and prices wonky for awhile.
It really is endlessly amazing how much people who already have so much will deliberately hurt others just to have a little more.
- Ericka SimoneErickaSimone@mastodon.socialNov 14, 2026, 9:44 PM
@401matthall the lack of humanity in most humans is insane right now Matt. Exhausting.
- Matt Hall401matthall@mastodon.xyzNov 14, 2026, 10:03 PM
The Low ClassicsTheLowClassics@mstdn.partyNov 14, 2026, 9:59 PM@ErickaSimone this is fraud, right? like a big finanical crime? a coordinated conspiracy of many individuals to drive their stock price up by falsely inflating their sales? i feel like i would go to jail if i did that
GhostOnTheHalfShellGhostOnTheHalfShell@masto.aiNov 14, 2026, 10:01 PM
Elricelricofmelnibone@mastodon.socialNov 14, 2026, 10:09 PM@ErickaSimone Surely this is anticompetitive behaviour?
- Ericka SimoneErickaSimone@mastodon.socialNov 14, 2026, 10:39 PM
@elricofmelnibone oh we hit anticompetitive years ago. But with no one in office who will regulate…. We are stuck.
Steggysteggy@sunny.gardenNov 14, 2026, 10:14 PM@ErickaSimone so NVIDIA is the DeBeers of RAM?
- Ericka SimoneErickaSimone@mastodon.socialNov 14, 2026, 10:16 PM
@steggy EXACT.
peachfrontpeachfront@mas.toNov 14, 2026, 10:27 PMwhen are they going to arrest this criminal or is this another Epstein file deal where the rich friends of 47 are above the law
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 12:05 AM
@peachfront they won’t. The system isn’t designed that way. It’s only to punish* poor people. Also, black, brown and female. And children.
Johnjohn80@mastodon.socialNov 14, 2026, 10:32 PM@ErickaSimone crossing fingers prices crash on graphics cards I need a new one sooner than later
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 12:06 AM
@john80 never prayed on a tech crash so hard in my entire life.
- Johnjohn80@mastodon.socialNov 15, 2026, 12:14 AM
@ErickaSimone agreed lol.
- GhostOnTheHalfShellGhostOnTheHalfShell@masto.aiNov 14, 2026, 11:22 PM
I just had this lovely image of a large d-ram piñata bursting with happy children joyously scrambling to pick up the computer parts
Irenes (many)ireneista@irenes.spaceNov 14, 2026, 11:24 PM@ErickaSimone it's really annoying how well that strategy worked even though everybody could plainly see it
like, it forced us to process that big institutional investors see this stuff as intended behavior. this is what the market means to its strongest proponents.
Andrew Zonenbergazonenberg@ioc.exchangeNov 14, 2026, 11:44 PM@ireneista @ErickaSimone So this is actually one level further than I had expected.
I thought nvidia was building GPUs as fast as they could *and selling them to hyperscalers* who were then sitting on them unable to build DCs fast enough to house them.
This article sounds like they were not actually even selling a lot of the GPUs.
- Andrew Zonenbergazonenberg@ioc.exchangeNov 14, 2026, 11:45 PM
@ireneista @ErickaSimone Like, my impression of the situation was that nvidia was selling shovels in a gold rush and the gold miners were the ones who were going to get screwed in the end, but that they actually did in fact have sales and that the GPUs had been manufactured, paid for, and changed hands.
- Andrew Zonenbergazonenberg@ioc.exchangeNov 15, 2026, 12:33 AM
@ireneista @ErickaSimone I thought the bubble was gonna pop and nvidia was gonna be sitting on a hoard of cash and everyone else was going to be screwed.
It's now sounding like they might not be in as good a position as I had predicted. I thought they would be the only one left standing when it all came down.
- Irenes (many)ireneista@irenes.spaceNov 15, 2026, 12:51 AM
@azonenberg @ErickaSimone greater-fool scam. everyone involved in such a thing wants to believe they're the ones taking advantage of the others
- Irenes (many)ireneista@irenes.spaceNov 15, 2026, 12:51 AM
@azonenberg @ErickaSimone there was a time early on when we thought nvidia would be doing well, but then it turned out they were subsidizing their own customers...
Daniel GibsonDoomed_Daniel@mastodon.gamedev.placeNov 15, 2026, 1:02 AM@ireneista @azonenberg @ErickaSimone
probably because they considered their market cap more important than actual incomeinflating the bubble was more important than making actual money
should've been obvious that this can't work out forever, but I guess they were blinded by greed
- Andrew Zonenbergazonenberg@ioc.exchangeNov 15, 2026, 1:04 AM
@Doomed_Daniel @ireneista @ErickaSimone what ever happened to the idea of building a sustainable business model that makes a profit providing a useful service or product people actually want, not growing to a scale you can't manage or demanding growth for the sake of growth, etc
- Daniel GibsonDoomed_Daniel@mastodon.gamedev.placeNov 15, 2026, 1:12 AM
@azonenberg @ireneista @ErickaSimone
that would be nice, wouldn't it..
can't do that when publicly traded, though, if some shareholders or analyst wankers think you're not growing fast enough or whatever you're screwed, no matter if your business is otherwise sustainable or not - Daniel GibsonDoomed_Daniel@mastodon.gamedev.placeNov 15, 2026, 1:21 AM
@azonenberg @ireneista @ErickaSimone
(note that this isn't meant to *excuse* their scam, just highlight the mechanisms that cultivate this kind of megalomania and greed) 
IwillyeahIwillyeah@mastodon.ieNov 15, 2026, 7:38 AM@Doomed_Daniel @ireneista @azonenberg @ErickaSimone honestly, it's still only a bad move for them if they are likely to face personal consequences for their actions.
Huangs crime is disloyalty. If he gets done for the grift, it's a by-product of that.
erincandescent ⎔erincandescent@erincandescent.netNov 15, 2026, 1:08 AM@azonenberg @ireneista @ErickaSimone nvidia have absolutely exorbitant margins on these things right now. they can cope with a big pile of these deals going bad.
more existentially for them, they want to make sure they have customers who aren’t OpenAI and Anthropic. honestly it kinda reads as if they are screwing their firmer customers (hyperscalers, big ai cos) by locking in high prices to make bets on their up-and-coming competitors.
and in the process maybe inflating their stock price a bunch
- erincandescent ⎔erincandescent@erincandescent.netNov 15, 2026, 1:26 AM
@azonenberg @ErickaSimone @ireneista now i think it is very fair to say that nvidia probably overextended their market position. their margins make it easy to compete with them, and if you’re doing large scale inference other vendors are really fucking attractive right now.
xs4me2xs4me2@mastodon.socialNov 14, 2026, 11:24 PMSo the bubble is real...
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 12:23 AM
@xs4me2 ….and the explosion should be huge.
- xs4me2xs4me2@mastodon.socialNov 15, 2026, 12:24 AM
It might, a mix between a gold rush and a tulip mania...
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 12:33 AM
@xs4me2 I’m thinking between gold rush and 2008 “banking crisis.”
Wokebloke for Democracydougiec3@libretooth.grNov 15, 2026, 12:21 AM@ErickaSimone
Nvidia buying up its own chips? Manipulation of stock evaluation? Could this stumble into espionage mark the beginning if the AI bubble bursting?- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 12:31 AM
@dougiec3 bubble violently exploding actually, is what I’m hoping for
naught101naught101@mastodon.socialNov 15, 2026, 12:35 AM@ErickaSimone are we betting on the finance markets seeing this as hard evidence of a bubble, or no?
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 12:35 AM
@naught101 oh yes we are.
- naught101naught101@mastodon.socialNov 15, 2026, 12:36 AM
@ErickaSimone I love your optimism
SuperMeownbrucewayneakabatman@mastodon.socialNov 15, 2026, 3:09 AM@ErickaSimone Need refund from Huang. I spent too much on RTX that I bought last month 🥲
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 7:43 AM
@brucewayneakabatman maybe you can catch that price matching refund. lol.
mausmalonemausmalone@mastodon.socialNov 15, 2026, 3:56 AM@ErickaSimone It's wild that Huang needed to have this very public fall from grace in order for the press to admit that thing we all knew was happening and could see with our very own eyes was *checks notes* happening.
ran makranvel@hachyderm.ioNov 15, 2026, 5:04 AM@ErickaSimone @osxreverser i think this might be backwards.
nvidia is a fabless semiconductor company who surely would have had the shortages from COVID present in the institutional memory.
since they don't have a fab, the only thing they can do is commit to buy TSMC's production. if they did that late during peak FOMO pricing, they now created a shortage by buying up all of the capacity.
with that excess of chips, funding the next generation of buyers (legality & ethics aside) makes financial sense
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 7:38 AM
@ranvel @osxreverser thats what happened. He bought out TSMC production in mass by fronting various “AI startups” which would then buy out the supply. They get into it in the article.
Guillotine Jones, FlâneurGuillotine_Jones@beige.partyNov 15, 2026, 7:59 AM@ErickaSimone
Wait!
Nvidia was messing with the marketing price of chips?
Next you're gonna tell me that Jensen Huang was screwing around and got caught in some kind of scheme to ship embargoed tech to Mainland China...
#Nvidia #JensenHuang #PriceOfRam
Simonoidsimonoid@aus.socialNov 15, 2026, 4:18 PM@ErickaSimone my 10 year old is building a "new" computer and it's been a slow road. Luckily I don't throw anything out and I had 15gb ddr 4 from my 2015 computer
- Ericka SimoneErickaSimone@mastodon.socialNov 15, 2026, 7:15 PM
@simonoid Im still stuck on “my TEN YEAR OLD is building a new computer”
You might be dealing with a genius sir lol
- Simonoidsimonoid@aus.socialNov 15, 2026, 7:31 PM
@ErickaSimone oh I'm impressed as heck 🥰he did all the research too. The part I'm happiest with is him learning the value of money, saving. I am relieved that he's not buying robux or fortnight currency anymore 😅
