Musk warns Nvidia's handshake supply deals may unravel without Jensen
elonmusk · x · 2026-11-14
Elon Musk endorsed Dylan Patel's claim that Jensen Huang personally convinced small suppliers to lock in capacity for Nvidia, arguing many key deals were handshake agreements rather than contracts. With Huang reportedly gone, Google is already begging the supply chain for capacity, and Musk warns Nvidia will lose at least some critical deals. (Huang's departure remains unconfirmed.)
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