Dylan Patel: post-Jensen Nvidia risks becoming a slow committee with no technical lead
johncoogan · x · 2026-11-13
SemiAnalysis founder Dylan Patel argues Nvidia without Jensen Huang becomes a slow-moving committee with no clear technical lead and a weaker hand to lock up supply below market rate — his top worry for the company. Meanwhile Jim Cramer praises interim CEO Colette Kress as someone who 'runs with a steel fist' and is 'absolutely the one you need right now.'
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