Written by Brivael Le Pogam:
Prediction. Screenshot this post, we'll talk again in five years.
They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia. And here's what happens next.
Elon hires Jensen and puts him in charge of Terafab. He's already said it publicly: hiring him would be an honor. And Terafab is the project made for him. A chip factory Musk wants to be the largest ever built, one terawatt of compute per year, from design to packaging under one roof. Terafab's challenge is to do in a few years what the industry took decades to build.
There's only one man on Earth who knows every layer of that stack. They execute like absolute maniacs. Musk brings speed, capital and appetite for risk. Jensen brings thirty years of mastery of the stack: architecture, software, customers, supply chain. Musk builds factories faster than anyone alive. Jensen knows exactly what to put inside them.
It's the only duo in the world capable of compressing a decade into three years. SpaceXAI merges with Tesla. This isn't even science fiction anymore: independent committees are already studying the merger. Rockets, satellites, AI, robots, self-driving cars, energy, and now chips. One single entity, integrated from silicon to orbit. The group climbs to $50 trillion.
Today, SpaceX and Tesla are worth around $3.4 trillion combined. $50 trillion sounds insane. But remember: ten years ago, Nvidia was worth a few tens of billions. When you own superintelligence, the robots that do the work and the rockets that go to space, you don't capture a market. You capture the economy. Elon buys Nvidia.
Meanwhile, Nvidia without Jensen does what every company does after losing its founder: it manages. It protects its margins. It loses ground to its own customers' in-house chips. And one day, it becomes a target. For a $50 trillion group, buying Nvidia is just one acquisition among others. Jensen becomes the chip boss again. He takes over the semiconductor division of the new entity. Pushed out of his own company, he gets it back from above, inside the largest industrial group in history.
Sounds crazy? Steve Jobs did exactly that. Pushed out of Apple, he came back when Apple bought NeXT. You know the rest. Nvidia's board thinks it's getting rid of a problem. It's creating the biggest competitor in its history.
See you in five years.
SF @ DAL
