Looks like this claim was coming from Ed Zitron

https://respawnfirst.com/multiple-reports-say-nvidia-manufac...

The claim is coming from the Wall Street Journal

Zitron already has a video about it but he is just reaffirming what the article already said.

I honestly find his podcast a little grating and his personality needlessly abrasive/smug at times, but at the end of the day I still read and listen here and there because the dude does nail it often enough to warrant some of his attitude.