Sure the market will have ups and downs, commoditizing your complement is not an investment in the complement, its an investment in their business to increase s

Sure the market will have ups and downs, commoditizing your complement is not an investment in the complement, its an investment in their business to increase sales of their primary market by decreasing costs for their customers. They can choose how strong they commoditize their complement: perhaps buying up and expanding operations of RAM manufacture (an investment indeed, or a revenue insurance if a GPU competitor springs up), or more expensive buying up IP and licensing IP below market prices to novel RAM factories in friendly nations perhaps with exclusive priority or agreed prices for RAM at specified volumes etc., or even more expensive buying up IP and putting in public domain. The most optimal depth of commoditization would have to be calculated by such a GPU manufacturer.