Nvidia's internal chip shortage: automotive head says teams compete for GPUs, Jensen Huang mediates. The 'zero trillion dollar business' bet on autonomous driving.
Alpha Score of 72 reflects strong overall profile with strong momentum, weak value, strong quality, moderate sentiment.
Even inside Nvidia, access to the company's own AI chips is a battleground, according to a senior executive. Xinzhou Wu, Nvidia's head of automotive, said different teams regularly compete for the GPUs that have made the company the world's most valuable chipmaker.
"We have an internal priority, and I'm working with my colleagues basically almost on a weekly basis to decide how to set aside this different compute," Wu said on The Verge's "Decoder" podcast that aired Monday. Sometimes that process requires help from CEO Jensen Huang, he said.
Wu's comments offer a rare look at resource allocation inside a company whose H100 and Blackwell GPUs have become the backbone of the generative AI boom. Demand from AI companies building massive data centers far exceeds supply. That has created a tight allocation environment even for Nvidia's own research and development teams.
Wu said decisions are not driven solely by near-term revenue. Nvidia balances current business needs with what Huang calls "the zero trillion dollar business" – entirely new markets that could eventually be worth trillions, Wu said. Autonomous driving fits that description. Nvidia is positioning itself as a full-stack provider of chips, software, AI models, simulation tools, and safety systems for self-driving vehicles.
"We are strong believers – Jensen himself as well – of the AV [autonomous vehicle] future," Wu said. "We are keeping investing basically in this technology and in this future, not only from allocating external compute but from fab capacity as well."
The automotive business remains much smaller than Nvidia's booming data-center division. Huang continues to allocate compute and wafer capacity to it. Wu said semiconductor manufacturing capacity has become another internal battleground as demand for Nvidia's chips continues to surge. The company must decide how much fab capacity to reserve for automotive versus data-center chips.
"It's all of the above," Wu said when asked how those trade-offs are made. The internal competition points to the broader scarcity of AI computing power, even for the company that makes the most sought-after chips.
Nvidia's stock has risen sharply this year, giving it a market capitalization above $3 trillion. The Nvidia stock page shows the company's Alpha Score at 74 out of 100, reflecting a moderate outlook based on its recent earnings and valuation.
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