If Even NVIDIA Is Short on Chips, Whose Capacity Promises Can You Trust?

Jensen Huang personally stepping in to mediate internal disputes reveals NVIDIA's true current state more directly than any earnings report: demand far exceeds supply, and this gap is so large that even internal business units are fighting over resources. Wu Xinzhou's confession on Decoder validates my judgment from one angle—NVIDIA's automotive business is still competing for GPUs within "internal competition." This isn't a fresh story, but an extreme microcosm of the semiconductor industry's capacity allocation dilemma.