NVIDIA (NVDA) — Nvidia After Jensen Huang: Can a 60-70% Supply Lock Hold?

Deep value research on NVIDIA (NVDA) as of 2026-11-17: 60-70% chip capacity locked. Nvidia secured an estimated 60-70% of key chip capacity largely on Jensen Huang's personal clout, and now he is gone. We use a Buffett lens to price key man risk and test how durable Nvidia's moat is without its founder.

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(0:00) Introduction to the Presentation

(2:43) Q&A Session

(4:05) Detailed Analysis of Data

(5:04) Implementation Strategies

(5:43) Challenges and Solutions

(7:22) Future Outlook

(8:02) Challenges and Solutions

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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.

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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.

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Original source

"Jensen Huang's Exit Could Change the AI Industry Forever" - Dylan Patel