Nvidia risks losing key handshake deals without Jensen Huang, Musk warns

Elon Musk warned that Nvidia could lose key business agreements following Jensen Huang's departure as CEO, citing the former executive's personal influence over supply chain and commercial relationships. Musk said Huang built Nvidia's supply chain "brilliantly" and that several critical deals were based on a "personal handshake" rather than formal contracts, warning that without him, "at least some" could be lost. Huang stepped down amid allegations involving a Chinese businesswoman suspected of intelligence links, with CFO Colette Kress named interim CEO. Musk publicly supported a petition for Huang's reinstatement, signaling confidence in his leadership. Nvidia faces the challenge of maintaining supply chain stability and strategic partnerships during the leadership transition as it remains central to global AI infrastructure.