If you haven't been following the story, the short version, up till now, is that all G84 and G86 chips are bad. Nvidia is blaming everyone under the sun, but denying they have any hand in the failures. While this may sound plausible, technical analyses by people intimately involved in the requisite semiconductor technologies tell The INQ that it is a bunch of bull: NV simply screwed up. Badly. If it was a problem with the suppliers, NV would not be paying out more than the chip cost, much less gagging OEMs: it would simply be passed along.
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A little digging revealed what this, and more, is all about, and it's far uglier than just the 'notebook' version. It seems that four board partners are seeing G92 and G94 chips going bad in the field at high rates. If you know what failures look like statistically, they follow a Poisson distribution, aka a bell curve. The failures start out small, and ramp up quickly - very quickly. If you know what you are looking for, you can catch the signs early on. From the sound of the backchannel grumblings, the failures have been flagged already, and NV isn't playing nice with their partners.