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Tech & Innovation·November 14, 2026·1 min read

McKinsey boss Bob Sternfels laid out how companies can prepare for an Nvidia-like crisis

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Scenario planning is moving from risk compliance theater to core governance as boards watch a $3T+ bellwether get hit by key-person and concentration shocks. If your AI or infra roadmap depends on a single vendor or leader, you need explicit playbooks for sudden loss of access or trust, not just generic continuity plans.

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A weekend where aviation control failures, alleged semiconductor espionage, and extended Starship flight tests share billing is a reminder that core infrastructure, chips, and launch are now tightly coupled risk surfaces. Boards with exposure to any one of these domains should be treating the other two as adjacent operational and geopolitical dependencies, not distant headlines.