The article discusses NVIDIA's dominant position in the AI chip market and the supply shortage it faces. NVIDIA's new AI chip, the GH200, boasts enhanced performance and features the latest HBM3e memory, which accelerates the execution of AI models. However, NVIDIA is grappling with a significant gap in AI chip supply; currently, the H100 and A100 chips are in high demand and outstripping supply. Competitors such as AMD and Intel are also ramping up their efforts in R&D and production for the AI chip market.