Musk has spoken! Just after Jensen Huang left, $SPCX made him an offer—the odds are only 7%
Jensen Huang had only just announced yesterday that he was leaving Nvidia, and today Musk has joined the conversation
A user suggested that he invite Huang to SpaceX. Musk’s response was quite serious: “That would be an honor.”
These two aren’t just striking up a conversation out of the blue. They’ve known each other for at least ten years. In 2016, Huang personally delivered the world’s first DGX-1 to OpenAI, when Musk was still deeply involved. Musk has publicly called him an old friend and one of his closest friends many times, while Huang has called Musk the ultimate GPU.
Their businesses really do complement each other. xAI needs computing power; FSD and Optimus both consume chips; and there are also space-based data centers and self-developed accelerators—all areas that need talent. Huang is one of the top operators in the global AI chip industry, so the pairing sounds like a natural fit.
But the market puts the odds at only 7%.
The reason is easy to see. Huang is a founder-level figure, and his wealth speaks for itself. It’s almost impossible to imagine him becoming an executive under someone else. What’s more realistic is deep collaboration, serving as an adviser, or working together on projects—not joining the company!
What’s happening at Nvidia has left the lead role in the AI narrative up for grabs. Whoever can tap into Huang’s network and resources will have a chance to gain pricing power in the next cycle. Musk is the most proactive contender right now. I’ll be watching the news closely as I plan my next moves. If a partnership happens, it’ll be time for us to buy the dip! I’ll share updates in the chatroom then.
#黄仁勋辞任CEO,英伟达战略走向受关注 #加密美股齐跌,下轮反弹的驱动力在哪?
Jensen Huang had only just announced yesterday that he was leaving Nvidia, and today Musk has joined the conversation
A user suggested that he invite Huang to SpaceX. Musk’s response was quite serious: “That would be an honor.”
These two aren’t just striking up a conversation out of the blue. They’ve known each other for at least ten years. In 2016, Huang personally delivered the world’s first DGX-1 to OpenAI, when Musk was still deeply involved. Musk has publicly called him an old friend and one of his closest friends many times, while Huang has called Musk the ultimate GPU.
Their businesses really do complement each other. xAI needs computing power; FSD and Optimus both consume chips; and there are also space-based data centers and self-developed accelerators—all areas that need talent. Huang is one of the top operators in the global AI chip industry, so the pairing sounds like a natural fit.
But the market puts the odds at only 7%.
The reason is easy to see. Huang is a founder-level figure, and his wealth speaks for itself. It’s almost impossible to imagine him becoming an executive under someone else. What’s more realistic is deep collaboration, serving as an adviser, or working together on projects—not joining the company!
What’s happening at Nvidia has left the lead role in the AI narrative up for grabs. Whoever can tap into Huang’s network and resources will have a chance to gain pricing power in the next cycle. Musk is the most proactive contender right now. I’ll be watching the news closely as I plan my next moves. If a partnership happens, it’ll be time for us to buy the dip! I’ll share updates in the chatroom then.
#黄仁勋辞任CEO,英伟达战略走向受关注 #加密美股齐跌,下轮反弹的驱动力在哪?
马黄合体!
我认为黄仁勋会隐退
15 hr(s) left


