A new report circulating out of China claims NVIDIA has finalized GeForce supply guidance for Q1 2026, and the alleged strategy is a blunt response to rising memory costs: push volume through 8GB models and treat higher-VRAM cards as limited-availability products.
The way is they got contracts for the relevant components with prices before the madness started.
That would at least allow them to bring a number of devices to market at reasonable prices.