Bold prediction: Jensen Huang exits Nvidia, Musk hires him to run Terafab

bennash · x · 2026-11-12

A viral prediction: Jensen Huang will be pushed out of Nvidia, then hired by Elon Musk to lead Terafab — Musk's planned megafab targeting one terawatt of compute per year, from design to packaging under one roof. The bet: Musk brings speed, capital and risk appetite; Huang brings 30 years of mastery across the chip stack, the only person who knows every layer needed to build in years what took the industry decades.

Related event: Musk Responds to "Hire Jensen" Plea: "That Would Be an Honor"(10 posts)→

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