Turns out a lot of “competition” is the same company under different names, and it shows up in the price data too.
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Cake day: August 8th, 2026
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I run a price tracker across ~25 EU hardware retailers (pricesquirrel.com). Same 153 GPU models, tracked daily for 90 days straight, no swapping products in or out.
For two months, basically nothing happened: €735 -> €750. Then over about 4 weeks, it jumped to €967, and it’s been sitting there ever since, €972 today, three months later.
Everyone’s talked about the shortage/price increases, I’ve read the same posts and articles as everyone else. But watching my own data confirm it, day by day, in real time, still doesn’t make it feel any less like the market just decided this is the new price and moved on without asking anyone.
Methodology, since someone will ask: “price” here is each product’s average across whichever 3+ retailers carried it that day, not the single cheapest price, not a shifting basket of whatever happened to be in stock. Same 153 SKUs tracked from day 1 to today
fair, and honestly a fair correction on the causal claim, I showed that consolidation exists and that a price gap exists, but I didn’t actually isolate consolidation as THE cause versus other factors (retailer density generally, market size, logistics, etc). Given how many other stores exist like you said, it’s likely one factor among several, not necessarily the main driver. should have been more careful with that framing rather than implying a direct causal link I can’t actually prove with this data. good catch.