> it seems very obviously a move to force miners to use more GPUs in parallel
This is very obviously wrong. The economics of crypto mining are almost entirely dominated by power cost. Nvidia's decision here simply means they will use other hardware, not more of the LHR hardware.
Nvidia already can't make enough GPUs to satisfy demand. Why would they try to increase undesirable demand (which is going away soon anyway, at least for ETH).
This is very obviously wrong. The economics of crypto mining are almost entirely dominated by power cost. Nvidia's decision here simply means they will use other hardware, not more of the LHR hardware.
Nvidia already can't make enough GPUs to satisfy demand. Why would they try to increase undesirable demand (which is going away soon anyway, at least for ETH).