Musk defends Huang, says NVIDIA will have supply chain issues without him

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[President Trump Meets With AI Executives At White House] * SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) CEO Elon Musk said that NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]) will suffer from supply chain issues with former CEO Jensen Huang ousted. * "Jensen drove supply chain brilliantly at Nvidia, but many of those deals were a handshake with Jensen, not a written contract," the Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]) CEO said in a Saturday morning X post. "Without Jensen, at least some of those critical deals will be lost." * Musk made the comment in response to an Nov. 12 interview [https://www.cnbc.com/video/2026/11/13/nvidias-grip-on-ai-chip-supply-chain-to-weaken.