Supply chain risk due to potential CEO transition

ELON MUSK WARNS $NVDA COULD LOSE CRITICAL SUPPLY DEALS WITHOUT JENSEN Musk says many of the supply agreements Jensen Huang secured for Nvidia were based on personal handshakes rather than written contracts. Citing his own experience as a customer, Musk said Huang always followed through on commitments involving compute deliveries and accelerated components, with formal purchase orders often coming later. Musk has also signed a petition calling for Huang’s reinstatement, although the decision rests with Nvidia’s board. Colette Kress is currently serving as interim CEO, with Nvidia set to report earnings on Tuesday.