Elon Musk Warns $NVDA Could Lose Key Supply Deals Without Jensen Huang

Elon Musk warned that $NVDA risks losing critical supply agreements without Jensen Huang at the helm, noting that many of the deals Huang secured were built on personal handshakes rather than formal written contracts.
Drawing on his own experience as a customer, Musk stated that Huang consistently delivered on promises for compute capacity and accelerated components, with official purchase orders frequently following afterward.
Musk has also signed a petition advocating for Huang’s reinstatement, though the final decision remains with $NVDA’s board of directors.
Colette Kress is currently serving as interim CEO ahead of $NVDA’s scheduled earnings report on Tuesday.