Major cloud providers were running away from Nvidia, making plans to use alternative chips and lessen their reliance on the firm. Even worse, Huang said, the vast supply of chip wafers and memory Nvidia had committed to buying were coming at him like an “avalanche.”

https://archive.ph/20261113091227/https://www.wsj.com/tech/jensen-huang-colette-kress-nvidia-ceo-eb289097