Nvidia's procurement is world-class and suppliers still bet on its scale, says analyst
BenBajarin · x · 2026-11-15
Responding to $NVDA supply chain discourse, Ben Bajarin notes Nvidia ranked top 5 in his firm's Masters of Supply Chain report. Beyond Jensen's CEO-to-CEO dealmaking, Nvidia's procurement is world-class with deep supplier ties unlikely to change; Nvidia products remain demand-constrained, and suppliers are betting on scale — which still sits with Nvidia.
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