Without Jensen, Nvidia's Handshake-Deal Supply Chain Faces Trust Crisis
PTrubey · x · 2026-11-14
After Elon Musk noted many of Jensen's critical deals were handshakes, not written contracts, PTrubey argues TSMC and other partners will now rightly wonder if Nvidia might cancel orders last minute — and may shift allocation to Nvidia's competitors. Large customers (Musk implied) are left questioning Nvidia's reliability on supply, technical superiority, and strategy. He further speculates Nvidia's board is being buffeted by the US intelligence community, and no one knows what it will be forced to do next.
Related event: Musk warns Nvidia's supply chain rests on handshake deals with Jensen Huang(4 posts)→
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