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Nvidia's AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm


Green team suspected of delaying orders for customers caught ‘in flagrante’ with rivals.

A report published by the Wall Street Journal on Monday surfaces an accusation that Nvidia might be willing to delay data center GPU orders if it becomes aware of a customer looking for greener pastures. This stands in contrast to Nvidia's own statements on the matter, with the company saying that it is trying to allocate supply fairly and to offer customers alternative access to compute while they wait for their shipments. If true, this revelation has echoes of Intel using strong-arm tactics in the early noughties to disincentivize PC-making partners from offering AMD-inside systems.

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