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Another story on the same matter, related to AICs, that appeared recently said that NVIDIA has cut off its GPU+DRAM bundles to AICs, forcing AICs to procure memory for each GPU themselves. Like AMD & Intel, NVIDIA provides its partners with a GPU+DRAM combo. So let's say an AIB asks 100 units of the GeForce RTX 5060 GPU from one of NVIDIA's distributors. The AIC will receive two things: the GPU or chip used in the RTX 5060 graphics card, and the DRAM modules. It's been the case since forever. The AIC will then produce a PCB that aligns with NVIDIA's guidance spec and perform the final retrofit