I saw the lenovo thing on slashdot. I would link the articles directly but they all have paywalls for me https://it.slashdot.org/story/25/11/24/154202/lenovo-stockpiling-pc-memory-due-to-unprecedented-ai-squeeze
The tariff thing has been astounding. The amount of announcements, exceptions and cancellations has made it nearly impossible to keep up. I think we just exempted brazilian beef and some other thing? Plus I believe semiconductors still have total exemption- sure maybe a GPU has a buck of tariffs on the aluminum in it but that's nothing lol.
I had friends looking to build computers 6 months ago and balking at GPU prices. The prices overall today are just cheaper, unless you were not buying a GPU. CPU prices have come down a tiny bit too.