Cut and pasted from Moon of Alabama blog link below:

Marco Rubio Is Sabotaging His President’s Export Policies

Reader comment:

Instead Of Lowering GPU Prices, Former NVIDIA CEO Jensen Huang Reportedly Financed AI Startups To Absorb Excess Silicon, Shattering The Shortage Perception
Now that NVIDIA’s Jensen Huang is no longer the company CEO, we have some truth behind the exponential rise of semiconductor and memory prices. According to the latest findings, it appears that we were led to believe that there was an organic supply shortage, but in reality, we learn that Jensen was actually leveraging NVIDIA’s own balance sheet to finance AI startups and datacenter buildouts so they could absorb the company’s over-ordered semiconductor shipments from TSMC.
By funding datacenter expansion for AI startups, NVIDIA effectively created artificial demand to clear out its own surplus silicon instead of letting the supply flood the market and force GPU prices down. Those internal pressures align with earlier assessments from industry analyst Ed Zitron, who estimated that at least $200 billion worth of NVIDIA AI GPUs are sitting idle in warehouses after being purchased by cloud giants that lacked either the electrical grid capacity or immediate end user demand to power them on. Amazon faced a similar dilemma.

Posted by: ODIc | Nov 14 2026 15:53 utc | 27