Without thinking about it too deeply I'm wondering if GPU demand is that much higher than let's say iPhone demand. I don't think I've ever heard of iPhones being scarce and rare and out of stock.
Apple very tightly controls their whole value chain. It's their whole thing. Nvidia "dgaf" they are raking in more cash than ever and they are busy trying to figure out what's at the end of the semi-rainbow. (Apparently it's a B2C AI box gimmick.)
