One signal

Nvidia’s Asian suppliers are weighing whether a change in leadership could alter the company’s pace of expansion and partnership-building, Reuters reports via the Taipei Times.

One Taiwanese supplier executive told Reuters a successor might be less aggressive about securing manufacturing capacity. The report also notes that Nvidia’s chips due over the next year or two are already designed and in production, which may limit any immediate disruption. The leadership change is already known; this is the new angle: what the transition could mean for the supply chain behind AI computing.

Discuss: How much of Nvidia’s momentum depends on Jensen Huang personally, and how much is now built into its plans and partnerships?

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