The first obviously talks about the potentially large number of “flawed” chips that NVIDIA has sold to OEMs around the world. While these are mainly relegated to notebooks, accusations have surfaced that nearly all of NVIDIA’s current chip inventories could be affected by this substrate flaw.
The second is the Wall Street Journal article talking about the chip issues that NV is having, and I am guessing this was given out to give a bit of background to what is happening.