WSJ: Huang Feared Cloud Exodus and an "Avalanche" of Chip Supply Commitments
SumitGup · x · 2026-11-13
WSJ reporting reveals Huang's private description of Nvidia's predicament: major cloud providers were planning to adopt alternative chips and reduce reliance on Nvidia, while vast wafer and memory supply commitments were coming at him like an "avalanche."
Commentators flag the passage as seismic: Huang acknowledging the custom ASIC threat to Nvidia's terminal value—something he routinely brushes aside on earnings calls—and the risk of a parts glut signaling a cycle peak.
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