
What you need to know
- NVIDIA CEO Jensen Huang assures fair allocation, but former AMD exec Scott Herkelmen suggests NVIDIA may delay shipments if it suspects simultaneous deals with rival companies.
- The CEO of AI startup Groq expressed their own concerns and those of similar companies over potential delays if not aligned with NVIDIA.
- Despite allegations, NVIDIA's dominant position in AI remains driven by its trillion-dollar valuation and leading data center GPUs.