Fireside Alpha (@firesidealpha) “Dylan Patel says Nvidia without Jensen Huang becomes a committee that decides sl” — TopicDigg

Dylan Patel says Nvidia without Jensen Huang becomes a committee that decides slowly, with no clear technical lead and a weaker hand to lock up supply below market rate “I think that’s the biggest worry for Nvidia, is that now it’s like a committee of people doing stuff. And that’s just gonna make decisions slow. Technically, they could fall behind because of this.” “There’s sort of three main things. There’s the technical side. Nvidia is so ingrained in helping make decisions there. There’s no one clear technical lead. I mean, maybe Jonah is, but then there’s a lot of people who are also directly reporting to Jensen doing technical stuff, so it’s hard there to move as fast.” “Supply chain wise, Nvidia wants to do aggressive things, lock up supply, convince the supply chain to do things that they’ve never done before in terms of technology and supply, and locking it up to Nvidia. And that’s probably a lot harder to do given whoever the CEO is is probably not as charismatic as Jensen, and they’re not gonna be like, ‘Yeah, sure, Nvidia. You can have 60% of my capacity or 70% of my capacity at a price that’s below market rate.’ That’s just probably tough.”