Musk warns Nvidia's supply chain rests on handshake deals with Jensen Huang

Commenting on rumors of Jensen Huang's departure, Musk said many of Nvidia's key supply deals are personal handshake agreements rather than written contracts, warning some could be lost without him; analysts add that partners like TSMC might shift capacity to rivals.

2026-11-14 ~ 2026-11-14 · 4 related posts

• Musk warns Nvidia's handshake supply deals may unravel without Jensen — elonmusk · 2026-11-14
• Without Jensen, Nvidia's Handshake-Deal Supply Chain Faces Trust Crisis — PTrubey · 2026-11-14
• Musk: Nvidia's compute deals with Tesla/SpaceX were handshake promises from Jensen Huang, not contracts — elonmusk · 2026-11-14
• Musk: Many of Nvidia's critical supply deals are handshake agreements with Jensen — elonmusk · 2026-11-14