Nvidia's dominant market share allows the company to act as a monopoly and increase its consumer GPU prices.

“Over the last 20 years, Nvidia's market share of discrete GPUs has climbed to 92%. Now, that alone doesn't make them a literal monopoly, but what it does do is it allows them to act like one.”

Luke believes there is zero chance that board partners will absorb the increased manufacturing costs and not pass them on to consumers.

“this cost is currently affecting uh adam board partners uh so if we're lucky that won't be passed on to the consumer lol uh there's not enough margin literally no chance yeah that is not a thing i'm gonna say that's a zero percent uh probability”