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haxxiy said:

Keep in mind that your "$5000 according to Nvidia" is a Gemini-generated rumor from a Korean tech forum after a long telephone whispers game.

Yes, Nvidia has absurd 80% gross margins in Blackwells and the like, but so did Intel for their Xeon server parts back in their golden days, and a few years from now, Chinese manufacturers are going to sweep in so fast in the RAM and GPU markets that you won't even believe it.

This.  Gaps get filled.  If nvidia rolls on, someone else will jump in.  



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