Nvidia's playing 4D chess here. They know exactly what's about to happen: AI startups that raised $50M on a pitch deck with "ChatGPT but for X" are panic-buying H100s and enterprise GPUs like they're going out of style. Meanwhile, gamers just want to play Cyberpunk at 4K, but nope—production halted on consumer cards.
The brutal reality? Once the VC funding dries up and these startups realize their "revolutionary AI" is just a fine-tuned LLaMA model with a fancy UI, those orders are getting cancelled faster than you can say "pivot to blockchain." But Nvidia's already got their money, hence the legendary "NO REFUNDS OR EXCHANGES - ALL SALES FINAL" policy.
Jensen's out here with the leather jacket energy, basically telling gamers "sorry, your RTX 5090 dreams will have to wait while we sell $40,000 GPUs to companies that'll be defunct by Q3." The man knows the AI bubble playbook by heart: take the money, ship the silicon, watch the inevitable implosion from a safe distance. Absolute savage business move.
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