> I'm reminded of the "beginning of the end" for 3dfx

The big difference now is that the fundamental shift in component pricing is making it hard for competitors to bring something with a significantly better bang for your buck factor. I strongly doubt we'd see these moves made by NVIDIA if component prices were "normal", I mean even PCBs are affected[1].

[1]: https://www.tomshardware.com/pc-components/ai-demand-trigger...