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How Nvidia Broke Its Own Supply Chain and Fixed It
In 2024, Nvidia's explosive demand for H100 and Blackwell GPUs created a supply chain crisis so severe that CEO Jensen Huang personally rewrote the company's procurement playbook. This episode breaks down how Nvidia went from allocation chaos to shipping 3.6 million GPUs per quarter in under 18 months. We dive into the specific choke points: chip-on-wafer substrate shortages, CoWoS packaging bottlenecks at TSMC, and the decision to pre-pay suppliers $15 billion in non-cancellable orders. Lucas and Luna explore the trade-off between speed and flexibility, and whether Nvidia's…
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