Supply chain tightening and execution risks following leadership change

Following Jensen's resignation, Taiwanese server manufacturers are tightening their checks on customers and shipping locations, and even suspending orders from unfamiliar clients. An executive at another server vendor revealed that the business team has been instructed to suspend accepting orders from unfamiliar new and small clients, whose products include Nvidia, AMD, and Intel. Hampden, senior vice president of Proxima, a supply chain consulting firm under Bain & Company, believes that the real impact of Jensen Huang's resignation on supply will be on orders, long-term capacity commitments, sales channels, and regulatory changes. Feldman, a manager at ClearBridge Investments, also said that Nvidia's product planning for the next few years is largely clear; the problem lies in execution and scheduling. $NVDA