Comment by mrb

c) is nonsense. There are no downsides to a temporary boost in Nvidia's profits, even if it means profits eventually falling back to normal levels when ETH drops in value. Also, LHR (gaming) GPUs and CMP (mining) GPUs share the exact same supply chain and components. When/if crypto demand suddenly drops, Nvidia will still have to deal with the oversupply of components. Having segmented the market between LHR and CMP GPUs does not in any way make it easier for Nvidia to forecast overall production capacity.