Is the GPU crisis down to real shortages, or is it market manipulation? (www.techradar.com)

A new report highlights a possible manipulation of the GPU market, suggesting that Amazon is acquiring more AI GPU racks from Nvidia than it can effectively utilize in its data centers. Analyst Ed Zitron theorizes that Nvidia is engaging in "channel stuffing," pushing excess AI GPUs into the market, which may be contributing to the ongoing shortages of gaming GPUs. Amazon's strategy has shifted to pre-purchasing these GPUs upfront, leading to concerns that they are competing for limited resources with other companies, resulting in inflated prices for consumer-focused graphics cards. The implications of this situation are significant for both the AI/ML and gaming communities. With Amazon reportedly unable to forecast when it can install the GPUs it has ordered, and Nvidia prioritizing AI products over gaming GPUs, gamers are facing a frustratingly thin supply and skyrocketing prices for RTX cards. The accusations of market manipulation underscore the competitive dynamics between companies vying for AI resources, raising questions about the sustainability of GPU availability as demand for AI capabilities continues to soar.