Not sure if this will impact earnings or just guidance, but if it's bad enough it could mean a dip in NVDA or a good excuse for a sector/market selloff:
https://www.tomshardware.com/pc-components/gpus/rtx-5090-supplies-to-be-stupidly-high-next-month-as-gb200-wafers-get-repurposed-asserts-leaker
"demand for data center GB200 chips fell short of Nvidia's projections. Subsequently, excess yields from TSMC are allegedly being repurposed for consumer-grade GB202 chips"
