Analyst: Huang's exit may weaken Nvidia's aggressive dealmaking and supply chain support
RihardJarc · x · 2026-11-12
Analyst Rihard Jarc argues Jensen Huang's departure significantly changes the AI landscape. Huang was an aggressive dealmaker on backstops, M&A and financing, and managed the supply chain via handshake deals with TSMC and memory vendors.
He expects less ecosystem financing support from Nvidia and potential supply chain shifts toward competitors, given the uncertainty around Nvidia's future pace.
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