--- title: Nvidia is a victim of the compute marketplace it created description: Nvidia's stock has fallen 15% from its May peak despite growing revenues, as the GPU shortage eases and the AI infrastructure investment spotlight shifts to... canonical: https://daily.dev/posts/nvidia-is-a-victim-of-the-compute-marketplace-it-created-ih7z6me5o twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Nvidia is a victim of the compute marketplace it created | daily.dev og:description: Nvidia's stock has fallen 15% from its May peak despite growing revenues, as the GPU shortage eases and the AI infrastructure investment spotlight shifts to... og:url: https://daily.dev/posts/nvidia-is-a-victim-of-the-compute-marketplace-it-created-ih7z6me5o og:image: https://api.daily.dev/og/posts/ih7Z6me5o.png og:image:alt: Nvidia is a victim of the compute marketplace it created og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Nvidia is a victim of the compute marketplace it created **[TechCrunch](https://daily.dev/sources/tc)** · 4 min read · 0 upvotes · 0 comments ## Summary Nvidia's stock has fallen 15% from its May peak despite growing revenues, as the GPU shortage eases and the AI infrastructure investment spotlight shifts to memory companies like Micron. DRAM spot prices have surged tenfold in roughly a year due to data centers vastly underestimating memory needs, while H100 GPU spot prices have declined. The dynamic is driven by supply and demand: tech giants like Google, Amazon, Microsoft, and OpenAI are building custom silicon to reduce Nvidia dependence, increasing GPU supply and pushing compute prices down. Meanwhile, no major new entrants are scaling DRAM production, keeping memory prices elevated. Nvidia's dominance in establishing the value of compute has ironically made it a target for competition, while simpler memory chip makers profit on the sidelines. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Why Wall Street thinks US memory maker Micron is the next Nvidia](https://daily.dev/posts/why-wall-street-thinks-us-memory-maker-micron-is-the-next-nvidia-qa0ojpmro) · TechCrunch · 0 upvotes · 0 comments - [DRAM prices are spiking, but I don't trust the industry's reasons why](https://daily.dev/posts/dram-prices-are-spiking-but-i-don-t-trust-the-industry-s-reasons-why-iyspia9av) · Hacker News · 2 upvotes · 0 comments --- Tags: [#nvidia](https://daily.dev/tags/nvidia), [#gpu](https://daily.dev/tags/gpu), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/nvidia-is-a-victim-of-the-compute-marketplace-it-created-ih7z6me5o) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Nvidia is a victim of the compute marketplace it created","url":"https://daily.dev/posts/nvidia-is-a-victim-of-the-compute-marketplace-it-created-ih7z6me5o","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/nvidia-is-a-victim-of-the-compute-marketplace-it-created-ih7z6me5o"},"datePublished":"2026-07-09T17:08:12.137Z","dateModified":"2026-07-10T17:53:26.981Z","description":"Nvidia's stock has fallen 15% from its May peak despite growing revenues, as the GPU shortage eases and the AI infrastructure investment spotlight shifts to...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/1e76a24fed4d944aa36a2e66bf00c445?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/1e76a24fed4d944aa36a2e66bf00c445?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"TechCrunch","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"TechCrunch","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tc","url":"https://daily.dev/sources/tc"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/nvidia-is-a-victim-of-the-compute-marketplace-it-created-ih7z6me5o","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"nvidia,gpu,ai-infrastructure","timeRequired":"PT4M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"TechCrunch","item":"https://daily.dev/sources/tc"},{"@type":"ListItem","position":3,"name":"Nvidia is a victim of the compute marketplace it created"}]} ```