What’s limiting GPU supply through 2027 is mostly memory, packaging and power
Was deciding whether to buy now or wait for prices to drop, so I read up on what’s constraining GPU supply. Most of it isn’t demand, it’s a few physical limits further down the stack. Three main ones: Memory: The HBM stacked next to the compute die is the tightest. Micron has reportedly sold 75%+ o…
Read the full story at r/LocalLLM ↗
Timeline · 1 report
- 2026-10-30 17:42 · r/LocalLLM
What’s limiting GPU supply through 2027 is mostly memory, packaging and power