Aren’t they already supply constrained? Seems like this would be counterproductive in further limiting supply vs a strategy of commoditizing your complements.
This seems closer to PR designed to boost share price rather than a cogent strategy.
Huh. I view it the other way. If you’re supply constrained go straight to the consumer and capture the value that the middlemen building on top of your tech are currently profiting from.
Even if they don't increase their GPU production capacity, that's not "limiting" supply. It's keeping it the same. Only now they can sell each unit for a larger profit margin.
