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The beginning of the end of NVIDIA? And nobody is paying attention.

You can open the WSJ.con article with a browser's private tab.
Sadly, Nvidia has done this sort of thing for a long time. Just like Intel in the past, or TSMC with its "inner circle" (use other foundries and... you're less special now).

There are a lot of documented cases of Nvidia playing allocation games with OEMs when they were a gaming GPU company.
 
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