What is being claimed?
According to Wccftech, NVIDIA ordered far more chips and memory from TSMC than demand required, leaving it with a large surplus. The report alleges the company financed AI startups and data center projects from its own balance sheet to soak up that excess.
How the shortage narrative formed
The report argues the market was led to believe there was an organic supply shortage, when the picture was actually driven by oversupply. If true, the sharp rise in chip and memory prices may reflect inventory management rather than a genuine demand surge.
Why now?
The story broke after Jensen Huang left the CEO role at NVIDIA. How the new leadership handles such financing moves will be closely watched.
Treat with caution
The information rests on a single outlet's unverified claims. No official NVIDIA statement appears in the report, and we avoid citing specific figures or dates.
