Elon Musk says Nvidia risks losing “critical” supply-chain deals after the company’s CEO Jensen Huang exits, arguing that some agreements relied on personal relationships rather than formal contracts. Several outlets report Musk made the warning in a post on X, describing Huang as having driven Nvidia’s supply chain and stressing that not all arrangements are documented in writing.
Musk’s claim is framed across outlets around the idea of “handshake” deals—agreements connected to Huang’s connections with suppliers—suggesting they could weaken without his continued role. Some coverage also mentions a petition calling for Huang’s return, presented as part of the broader context following his resignation.
While outlets largely agree on Musk’s core message, they differ slightly in added context and emphasis. For example, The Hill links Huang’s exit to reports of extramarital affairs and an alleged relationship involving a Chinese spy, while other summaries focus only on the supply-chain contracting risk. Overall, the shared takeaway is that Musk portrays Huang’s departure as a potential disruption to dealmaking at Nvidia.
