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[Jeff P]

Definitely a shortage of high end graphics cards.

But imo, the reason for the shortage isn't cryptocurrency mining.

I say that because I have a contact who works for a tech startup in Silicon Valley.

He tells me that maybe 3% to (at most) 5% of all high end graphics cards produced are being sold to cryptocurrency miners --

He also tells me the biggest market segment for high end graphics cards remains pc gaming --

And that the fastest growing market segment for high end graphics cards is actually tech startups like the one he works for.

They have a data center with as many servers as will fit in the floor space - and he says every server in there is stuffed to the gills with the newest Nvidia GPUs.

Fyi, the company he works for doesn't have a salable product yet.

He says in fact they may never have a salable product --

Because they are one of MANY startups funded by VC money trying to develop AI/deep learning --

And that nearly all the startups are in the same boat --

If it becomes apparent a startup has made some sort of breakthrough: That startup can expect more VC funding (a lot more in fact.)

Conversely, if it becomes apparent a startup has fallen too far behind the others: That startup can expect VC money to dry up.

All of that said, I feel ya --

Because I'm thinking about a machine with a high end graphics card too.



-jp

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