郭明錤｜Ming-Chi Kuo (@mingchikuo) “Jensen Huang matters to Nvidia because he can take technologies his engineers be” — TopicDigg

Jensen Huang matters to Nvidia because he can take technologies his engineers believe are possible and turn them into products the whole company commits resources to, takes risks on, and has to deliver. That's why the supply chain gets such strong order visibility and is willing to keep up with aggressive spec upgrades. It also forces competitors to follow, which drives technology upgrades and supply chain investment across the entire AI industry. Between the two, deciding on aggressive spec upgrades and making them happen is the harder part, compared with giving the supply chain order visibility. Huang doesn't need to be the person at Nvidia who knows the most about new technologies like HVDC, CPO/NPO, or CCL/PTFE. His value is that he weighs strategy, organization, technology, and supply chain all at once, then makes the call quickly and puts resources behind it. Based on what's public so far, it looks hard for Huang to come out of this unscathed. If so, the practical move may be to gradually reduce Nvidia's reliance on Huang's personal decision-making while preparing a succession plan. Along the way, two things are worth watching to gauge where AI technology and investment are heading: whether Nvidia can keep developing new products and technologies as efficiently as before, and how competitors respond. Supply chain research will be an important basis for that judgment.