Best of NVIDIA — December 2025

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    Article
    Avatar of jeffgeerlingJeff Geerling·25w

    The RAM Shortage Comes for Us All

    RAM prices have skyrocketed dramatically in recent months, with some DDR5 kits jumping from $209 to $650. The shortage is driven by memory manufacturers prioritizing AI datacenter production over consumer markets, forcing companies like Raspberry Pi to raise prices and Micron to exit the consumer memory business entirely. Small vendors face even worse price increases, with some memory modules tripling or quadrupling in cost. Unlike previous shortages, the specialized nature of AI hardware means there won't be a flood of cheap consumer-compatible parts when the bubble bursts. PC builders, SBC enthusiasts, and smaller manufacturers are being hit hardest, with the situation expected to continue affecting any product containing memory.

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    Article
    Avatar of wheresyouredWhere's Your Ed At·21w

    The Enshittifinancial Crisis

    Tech companies are manipulating stock prices through questionable AI infrastructure deals worth hundreds of billions. Major firms like Microsoft, Meta, Amazon, and Google have spent $776 billion on capital expenditures in three years, yet analysts fail to scrutinize where the money goes or whether AI investments will generate returns. Companies announce massive deals with OpenAI and others using vague terms like "letters of intent" rather than binding contracts, causing stock surges that harm retail investors when deals fail to materialize. The financial system prioritizes stock value over business fundamentals, creating an "enshittifinancial crisis" where shareholders are exploited through accounting tricks, unverified revenue claims, and unchallenged spending while analysts act as promotional teams rather than critical evaluators.

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    Video
    Avatar of techlinkedTechLinked·22w

    Download Spotify (ALL OF IT)

    Spotify's entire music library (300TB) was scraped and uploaded to Anna's Archive by activists. Valve discontinued the original Steam Deck LCD model, making the OLED version the new entry point at $550. Chinese tech companies are bypassing Nvidia chip bans by renting B200 GPUs from overseas data centers in Japan and Australia. Firefox will add a single toggle to disable all AI features after user feedback. YouTube Premium appears to have a bug causing high CPU usage even when paused. Chinese GPU maker More Threads announced new chips claiming to compete with Nvidia. A power outage in San Francisco immobilized Waymo's robotaxis.

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    Video
    Avatar of linuxcastThe Linux Cast·24w

    This is NOT The Year of the Linux Desktop

    Linux is experiencing renewed interest as Windows 10 reaches end-of-life and Windows 11 hardware restrictions push users to consider alternatives. However, the same fundamental barriers that have historically prevented mainstream Linux adoption remain: driver issues (especially Nvidia), software availability gaps (Adobe, Microsoft Office), distribution fragmentation, and installation complexity. While some growth is expected, particularly from motivated users fleeing Windows limitations, the structural challenges inherent to open-source software make a dramatic shift to mainstream adoption unlikely. A modest 2% market share increase would represent significant progress, but the "year of the Linux desktop" remains an unrealistic expectation.

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    Article
    Avatar of wheresyouredWhere's Your Ed At·25w

    Premium: The Ways The AI Bubble Might Burst

    Analysis of potential collapse scenarios for the AI industry bubble, examining contradictions in reported metrics from major players like NVIDIA, OpenAI, and Anthropic. The piece questions sustainability of massive capital raises, declining user growth, and questionable revenue claims while Microsoft struggles to sell AI products. Despite companies raising tens of billions in funding, evidence suggests slowing adoption, reduced demand, and business models that don't align with reported success metrics.

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    Article
    Avatar of wheresyouredWhere's Your Ed At·24w

    NVIDIA Isn't Enron

    NVIDIA released an internal memo defending itself against comparisons to Enron and other accounting fraud cases like WorldCom and Lucent Technologies. While the company is not committing fraud, it engages in circular financing deals with AI cloud providers like CoreWeave, where it guarantees compute purchases and these companies use that as collateral for loans to buy more NVIDIA GPUs. The memo's defensive tone and specific denials of vendor financing arrangements raise questions about the sustainability of NVIDIA's business model, even though its practices appear legal. The piece includes extensive historical context on Enron's actual fraud schemes involving special purpose entities, mark-to-market accounting manipulation, and the California energy crisis.

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