What the claim says

The claim asserts that supply shortages of Nvidia graphics cards and AI GPUs do not reflect genuine demand or production constraints, but are instead a fabricated scarcity narrative created by Nvidia's leadership to sustain high prices.

What the record shows

The primary sources examined do not support the characterization of the shortage as a mere illusion. Demand for Nvidia GPUs, driven largely by AI data center buildouts, is well documented across the reviewed material, and supply constraints on advanced chips and memory — including HBM — have been reported by multiple industry participants rather than by Nvidia alone.

At the same time, the rating was not entirely clean. The sources leave open questions about how Nvidia manages allocation and pricing, meaning the claim's core framing of a wholly fabricated shortage is rejected, but the company's commercial strategy is not exempt from scrutiny.

The claim is therefore rated Mostly False.