Nvidia has reportedly stopped supplying VRAM to its GPU board partners, a shift that could reshape the graphics card market. Traditionally, Nvidia bundled its GPUs with video memory, allowing manufacturers to focus on other aspects of production. Now, vendors must source their own VRAM, which is produced by companies like Samsung, Micron, and SK Hynix. This change comes amid a worsening memory shortage driven by increased demand from AI applications, which has impacted the entire industry. Larger manufacturers are likely to adapt without much trouble, given their established connections and experience. However, smaller vendors may struggle, facing higher costs and tighter margins as they navigate the memory crisis. This move could jeopardize their operations, echoing the issues that led to EVGA's exit from the market amid tensions with Nvidia. If Nvidia's decision is confirmed, it could signal a significant shift in how GPUs are manufactured and sold, affecting pricing and availability. The potential consequences extend beyond production. Smaller companies may have to charge higher prices to remain viable, creating a wider gap between large and small manufacturers. Variability in memory quality and specifications could further complicate consumer choices, making it harder to compare products. This shift raises questions about the long-term dynamics of the GPU market and the sustainability of smaller AIBs in a landscape increasingly dominated by major players.