原帖引用 · AI 翻译
33 年建立的信任不会随之转移。
护城河是 Jensen。https://t.co/wfX4sLsxMv
Jensen 在 Nvidia 出色地推动了供应链，但其中许多交易靠的是与 Jensen 握手达成的约定，而不是书面合同。
没有 Jensen，至少其中一些关键交易会失去。
原文
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 说，Jensen 亲自说服小型供应商让 Nvidia 买下他们的供应，而他离开后，Google 已经在恳求他们提供产能。
“Jensen 有着完全的预见力，了解所需的需求量，并去找了所有这些高管，甚至包括那些年收入只有几亿美元、却拥有重要子组件的小公司的高管。”
“他说服他们让他买下供应，并把一切都建设起来……”
“而现在 Jensen 离开了，这些公司正在环顾市场，情况就像是，嗯，Google 正在恳求整个供应链提供更多产能。”
“而没有 Jensen，考虑到他们只领先最大的竞争对手 1 年，他们还能保持技术优势吗？差距并没有大到哪里去。”
原文
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."