Musk: Many of Nvidia's critical supply deals are handshake agreements with Jensen
elonmusk · x · 2026-11-14
Elon Musk commented on X that Jensen Huang has managed Nvidia's supply chain brilliantly, but many of those critical deals were handshake agreements with Jensen personally rather than written contracts. He argued that without Jensen, at least some of those critical deals would be lost. The remark is being read as a blunt assessment of Nvidia's key-person risk amid broader discussion of the company's governance.
Related event: Musk warns Nvidia's supply chain rests on handshake deals with Jensen Huang(4 posts)→
More from Companies & People
- AppLovin handles overloaded staff by automating work, not hiring more people — avlok · 2026-11-14
- Investor Stewart Alsop laments: every tech bro now records your conversation without consent — StewartalsopIII · 2026-11-14
- VC Gautam Kamath calls out AI researchers hiding big-lab affiliations: 'Just disclose it' — thegautamkamath · 2026-11-14
- xAI halves data center build times, Memphis campus to grow from 0.4 GW to 2.4 GW — elonmusk · 2026-11-14
- Sakana AI Hiring Contractors with Kaggle-style ML Skills — MeganRisdal · 2026-11-14
- SemiAnalysis: Google TPUs match Nvidia in nightly benchmarks; the moat is Jensen's supply chain — elonmusk · 2026-11-14