

Option two is not correct, option one is correct. This announcement is specifically for consumer gaming GPU’s only, it does not affect institutional datacenter customers.
This is Nvidia saying “thanks small fry, you were useful, but we’re leaving you behind now. Fight for the scraps.” Complete cartel behavior.


AMD is a puppydog that follows Nvidia around on the open market with 10% or less market share. If Nvidia constricts supply and causes a massive price jump and shortages, AMD will just follow the pricing curve and we will still get no GPU’s.
AMD is also 100% reliant on TSMC and VRAM suppliers, the same exact supply pressures causing Nvidia to turn off the consumer tap will come for AMD too.