The company at the center of the AI boom is so starved for its own chips that even its internal divisions are competing for supply.
In a new interview published by The Verge, Xinzhou Wu, the head of automotive at Nvidia, described having to fight his own employer for access to the GPUs his division needs. As The Verge frames it, "even Nvidia's head of automotive fights with Nvidia for compute." The Tech Buzz, aggregated via Google News, echoed the point with a blunt summary: "Nvidia's Auto Chief Battles Own Company for GPU Access."
The backdrop is Nvidia's extraordinary position in the market. According to The Verge, Nvidia is "one of the most valuable companies in the world, because the AI industry can't get enough of the company's GPUs." That same voracious demand appears to be squeezing Nvidia's other businesses — including automotive, where the company is, per The Verge, a key supplier to the car industry.
Wu's conversation ranged across the future of driving. According to The Verge and coverage on MSN, the discussion touched on vehicle autonomy, the rise of Chinese cars, Nvidia's Hyperion platform, Tesla, and the open question of whether self-driving systems really need lidar sensors at all.
Why it matters: when even the maker of the world's most sought-after AI chips can't easily get enough of them for its own car unit, it's a vivid sign of how thoroughly the AI gold rush is rationing computing power across every industry that depends on it.