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  Consumer GPU sales are driven by forecasts and orders from channel/OEM partners. If they don’t think consumers will buy a $1000 5070 because RAM prices spiked they sell to the market that will still buy, the 5080/5090. NVIDIAs direct customers in DC market can handle a $500-1000 bump on a $30-50k card more easily and put orders in before the wafers are bought.

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  AMD, Intel and Qualcomm all have divisions in Israel too.