Nvidia’s Huang Courts Japanese Suppliers With Kanda Pork Skewers
THE SO WHAT
When the CEO is personally courting small Japanese suppliers over dinner, the message is clear — upstream component relationships are now a strategic moat in the AI stack. Hardware and infra operators should be doing the same thing in their own supply chains: identify the tier-2 and tier-3 vendors you can’t afford to lose and lock them in early.
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