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Outside the Box: HP and Lenovo can be surprising winners from the boom in mining bitcoin and other cryptocurrencies

The price of graphic cards and system memory is skyrocketing thanks to the continued rise in demand for the chips to handle cryptocurrency mining.

That’s bad news for the large market of do-it-yourself consumers and PC gamers — and an opportunity for vendors like HP HPQ, +2.53% Dell, Lenovo LNVGY, -1.20%0992, -0.86% and others to gain increased revenue and new customers for both notebooks and desktop PCs.

Computers built by brand-name manufacturers, known as OEMs, frequently have fixed-priced agreements on key components that insulate them from both today’s higher prices — sometimes twice as much as the suggested retail price — and product shortages.

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