有关 Nvidia 供应链的讨论聚焦 Jensen 的个人关系

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

Dylan Patel says Jensen personally talked tiny suppliers into letting Nvidia buy up their supply, and with him gone Google is already begging them for capacity "Jensen had complete foresight and understood the demand required and went to all of these executives, even of tiny companies where they only generate a few hundred million dollars of revenue but they have an important subcomponent." "He convinced them to let him buy the supply and build it all out..." "And now with Jensen gone, these companies are looking around the market and it's like, well, Google's begging for more capacity from the whole supply chain." "And without Jensen, can they maintain technology advantages given they're only a year ahead of their biggest competitors? It's not like the gap is massive."