Musk warns Nvidia could lose critical supply-chain deals without Huang

Elon Musk has warned that Nvidia could lose some critical supply-chain deals without Jensen Huang, saying that many arrangements depended on personal handshakes rather than written contracts. He made the comments in a post on X on 14 November.

"Jensen drove supply chain brilliantly at Nvidia, but many of those deals were a handshake with Jensen, not a written contract," Musk wrote. "Without Jensen, at least some of those critical deals will be lost."

The post credits Huang with building Nvidia's supply relationships while raising a concern about how those relationships might continue without him. Musk did not name a supplier, identify a particular agreement or give a value for the deals he was discussing.

His warning is an assessment of possible losses, not an announcement that a named contract has already been cancelled. The post does not establish that all Nvidia supply agreements were unwritten or that every supplier will withdraw.