I would take this argument more seriously if

-the whole reason why the GPU is $2000 is because of said AI bubble sucking up wafers at TSMC or elsewhere, with a soupçon of Jensen's perceived monopoly status...

-for a good part of the year, you could not actually buy said $2000 GPU (I assume you are referring to the 5090) also because of said AI bubble

(granted, while Jensen does not want to sell me his GPU, I would like to point out that Tim Cook has no problem taking my money).

on that point, I can go and buy a Ford F150 tomorrow. Apparently, per the article, I would have problems buying bog standard DDR5 DIMMS to build my computer.