NVIDIA is the 'GPU cartel', will delay shipments if AI GPU customers talk to AI GPU competitors

NVIDIA reportedly delaying data center, AI GPU shipments if they find out a customer is talking to AI GPU competitors, ex-Radeon GPU boss chimes in.

1 minute & 33 seconds read time

NVIDIA is reportedly delaying AI GPU shipments if it finds out its customer is talking to AI GPU competitors like AMD or Intel, according to a new report from The Wall Street Journal.

NVIDIA is the 'GPU cartel', will delay shipments if AI GPU customers talk to AI GPU competitors 5001

Jonathan Ross, CEO of rival chip startup Groq, told The Wall Street Journal: "A lot of people that we meet with say that if NVIDIA were to hear that we were meeting, they would disavow it. The problem is you have to pay NVIDIA a year in advance, and you may get your hardware in a year, or it may take longer, and it's, 'Aw shucks, you're buying from someone else, and I guess it's going to take a little longer.'"

Ex-NVIDIA GeForce and ex-AMD Radeon GPU boss Scott Herkelman chimed in on X, where posted: "This happens more than you expect, NVIDIA does this with DC customers, OEMs, AIBs, press, and resellers. They learned from GPP to not put it into writing. They just don't ship after a customer has ordered. They are the GPU cartel and they control all supply".

If this is true, it wouldn't be a surprise... NVIDIA doesn't want customers NOT buying its expensive, industry-leading AI GPU technology. Strong-arming the customers if they're speaking with a competitor? That doesn't sound good at all, but with an estimated 90%+ of the AI GPU market... NVIDIA can do whatever it wants, I guess.

We've got Microsoft, Google, and Amazon all using NVIDIA AI GPU hardware, but they're all also working on their own AI hardware. Interesting times ahead for the AI processor market, that's for sure.

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NEWS SOURCES:wsj.com, tomshardware.com

Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

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