Nvidia Accused of Using Circular Financing to Keep GPU Prices High

1 reports archived1 independent sourcesupdated 11/15/2026, 06:26:30

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A Wall Street Journal profile of Nvidia interim CEO Colette Kress claims the company pushed additional deals in mid-to-late 2026 to absorb excess TSMC wafer supply and keep GPU prices elevated. The report ties long-standing circular financing accusations to governance changes following Jensen Huang's resignation, raising questions about pricing power across the AI compute supply chain.

LATEST/A Wall Street Journal profile of Nvidia interim CEO Colette Kress claims the company pushed additional deals in mid-to-late 2026 to absorb excess TSMC wafer supply and keep GPU prices elevated. The report ties long-standing circular financing accusations to governance changes following Jensen Huang's resignation, raising questions about pricing power across the AI compute supply chain.

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Hacker News AIT2Nov 15, 06:26·78 pts
Nvidia Accused of Using Circular Financing to Keep GPU Prices High
- Nvidia allegedly financed customer deals to absorb excess TSMC wafers and sustain GPU pricing
- The allegations intersect with Jensen Huang's resignation and Colette Kress's interim CEO role
- The case highlights pricing dynamics and risks of circular financing in the AI compute supply chain
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