Guo Mingyi posted on social platforms: Wong In-hoon is important to Nvidia because he can transform the technology that engineers think is viable into a product that the entire company invests resources, takes risks, and must deliver. That's why the supply chain has such strong order visibility and is willing to keep up with aggressive specification upgrades. This also forces competitors to follow suit, thereby driving technology upgrades and supply chain investments across the AI industry. Between the two, deciding on aggressive specification upgrades and making them happen is the harder part than giving supply chain orders visibility. Wong In-hoon doesn't have to be Nvidia's most knowledgeable about new technologies such as HVDC, CPO/NPO, or CCL/PTFE. His value lies in his ability to simultaneously balance strategy, organization, technology, and supply chain before making quick decisions and investing resources to support them. According to current public information, it is difficult for Hwang In-hoon to get through this hurdle unscathed. If so, a pragmatic approach might be to gradually reduce Nvidia's dependence on Wong In-hoon's personal decisions while preparing a succession plan. In the process, two things are worth watching to determine the direction of AI technology and investment: whether Nvidia can continue to develop new products and technologies as efficiently as before, and how competitors are responding. Supply chain research will be an important basis for this judgment.

Guo Mingyi posted on social platforms: Wong In-hoon is important to Nvidia because he can transform the technology that engineers think is viable into a product that the entire company invests resources, takes risks, and must deliver. That's why the supply chain has such strong order visibility and is willing to keep up with aggressive specification upgrades. This also forces competitors to follow suit, thereby driving technology upgrades and supply chain investments across the AI industry. Between the two, deciding on an aggressive specification upgrade and making it happen is the harder part than giving supply chain orders visibility. Wong In-hoon doesn't have to be Nvidia's most knowledgeable about new technologies such as HVDC, CPO/NPO, or CCL/PTFE. His value lies in his ability to simultaneously balance strategy, organization, technology, and supply chain before making quick decisions and investing resources to support them. According to current public information, it is difficult for Hwang In-hoon to get through this hurdle unscathed. If so, a pragmatic approach might be to gradually reduce Nvidia's dependence on Wong In-hoon's personal decisions while preparing a succession plan. In the process, two things are worth watching to determine the direction of AI technology and investment: whether Nvidia can continue to develop new products and technologies as efficiently as before, and how competitors are responding. Supply chain research will be an important basis for this judgment.