⚡️ Musk: "Jensen runs Nvidia’s supply chain exceptionally well, but many of those deals are just a handshake with Jensen, not a written contract."
Elon Musk warned on X: "Without Jensen, at least some of those important deals will disappear." Musk added: "If Jensen promises me chip deliveries or I ask him to speed up component shipments, he always keeps his word."
This offers another perspective on Nvidia’s "key-person" risk: it’s not just about who sits in the CEO’s chair, but also the entire network of personal relationships Jensen has built over 33 years — with chip and memory suppliers, as well as manufacturing partners. Many of those deals are based more on personal trust than on paperwork.
Meanwhile, according to the Financial Times, Nvidia’s board approached Arm CEO Rene Haas as part of its search for Jensen’s successor.
$NVDA shares closed at $162.85 on Friday, down 2.01% — and are now about 33% below their October peak.
Do you think Nvidia can keep those "handshake deals" once Jensen is gone — or is this the company’s biggest risk?
Elon Musk warned on X: "Without Jensen, at least some of those important deals will disappear." Musk added: "If Jensen promises me chip deliveries or I ask him to speed up component shipments, he always keeps his word."
This offers another perspective on Nvidia’s "key-person" risk: it’s not just about who sits in the CEO’s chair, but also the entire network of personal relationships Jensen has built over 33 years — with chip and memory suppliers, as well as manufacturing partners. Many of those deals are based more on personal trust than on paperwork.
Meanwhile, according to the Financial Times, Nvidia’s board approached Arm CEO Rene Haas as part of its search for Jensen’s successor.
$NVDA shares closed at $162.85 on Friday, down 2.01% — and are now about 33% below their October peak.
Do you think Nvidia can keep those "handshake deals" once Jensen is gone — or is this the company’s biggest risk?
