Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure (Mackenzie Hawkins/Bloomberg)
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November 10, 2026 at 4:25 AM
Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure (Mackenzie Hawkins/Bloomberg)
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Nvidia drops ~5% pre-market after its board opens an probe into Jensen Huang; Nvidia previously dismissed the interactions as "nothing unusual or unexpected" (Demetri Sevastopulo/Financial Times)
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November 9, 2026 at 10:40 AM
Nvidia drops ~5% pre-market after its board opens an probe into Jensen Huang; Nvidia previously dismissed the interactions as "nothing unusual or unexpected" (Demetri Sevastopulo/Financial Times)
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anyway, nothing gets editors more excited than a good sex espionage scandal! love this for them
November 9, 2026 at 8:43 PM
anyway, nothing gets editors more excited than a good sex espionage scandal! love this for them
Sources: a Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened (New York Times)
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November 9, 2026 at 4:20 PM
Sources: a Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened (New York Times)
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Email to staff: Jensen Huang admits an affair, takes "full responsibility", and says he fell short of his duties to Nvidia's board, shareholders, and employees (Madison Mills/Axios)
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November 8, 2026 at 8:35 PM
Email to staff: Jensen Huang admits an affair, takes "full responsibility", and says he fell short of his duties to Nvidia's board, shareholders, and employees (Madison Mills/Axios)
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Sources: Marco Rubio oversaw the drafting of a classified memo this spring warning Trump admin that Jensen Huang was in a close relationship with a Chinese spy (New York Times)
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November 8, 2026 at 11:55 PM
Sources: Marco Rubio oversaw the drafting of a classified memo this spring warning Trump admin that Jensen Huang was in a close relationship with a Chinese spy (New York Times)
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Internal EU assessment: Russia's "Operation Overload" opportunistically exploited recent French riots by spreading fabricated videos impersonating Western media (Reuters)
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November 9, 2026 at 11:10 AM
Internal EU assessment: Russia's "Operation Overload" opportunistically exploited recent French riots by spreading fabricated videos impersonating Western media (Reuters)
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A report by short seller Culper Research from May is resurfacing because it had flagged Jensen Huang's relationship with Alice Huang as "uncomfortably close" (Sarah Perez/TechCrunch)
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November 9, 2026 at 11:36 PM
A report by short seller Culper Research from May is resurfacing because it had flagged Jensen Huang's relationship with Alice Huang as "uncomfortably close" (Sarah Perez/TechCrunch)
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Jensen Huang's affair raises questions about Alice Huang's access to his devices and Trump conversations, and represents "another successful op" for China's MSS (Bill Bishop/@niubi)
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November 9, 2026 at 12:36 PM
Jensen Huang's affair raises questions about Alice Huang's access to his devices and Trump conversations, and represents "another successful op" for China's MSS (Bill Bishop/@niubi)
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The crypto industry is bracing for a reckoning after Democrats won the US midterms and vowed to investigate the Trump family and its ties to the industry (Financial Times)
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November 8, 2026 at 6:36 AM
The crypto industry is bracing for a reckoning after Democrats won the US midterms and vowed to investigate the Trump family and its ties to the industry (Financial Times)
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Cleanview: ~40% of planned data center capacity is in states where newly elected governors have pledged to pause or halt construction (Bloomberg)
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November 6, 2026 at 9:25 AM
Cleanview: ~40% of planned data center capacity is in states where newly elected governors have pledged to pause or halt construction (Bloomberg)
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Internal documents leaked by Cisco workers angry over the company's ties to Israel's military show how it expanded its business as the war in Gaza dragged on (Alice Speri/The Guardian)
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November 8, 2026 at 6:51 AM
Internal documents leaked by Cisco workers angry over the company's ties to Israel's military show how it expanded its business as the war in Gaza dragged on (Alice Speri/The Guardian)
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Nvidia Senior Director Madison Huang, daughter of Jensen, cancels a high-profile Seoul appearance citing a "family matter", throwing the event into disarray (Yoolim Lee/Bloomberg)
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November 9, 2026 at 10:50 AM
Nvidia Senior Director Madison Huang, daughter of Jensen, cancels a high-profile Seoul appearance citing a "family matter", throwing the event into disarray (Yoolim Lee/Bloomberg)
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Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning at what has become the world's most important company (Semafor)
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November 9, 2026 at 10:01 PM
Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning at what has become the world's most important company (Semafor)
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Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majorities (Pranshu Verma/Washington Post)
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November 6, 2026 at 11:46 AM
Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majorities (Pranshu Verma/Washington Post)
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Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to ~$69B, then followed up saying the pricing details were inaccurate (Echo Wang/Reuters)
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November 10, 2026 at 2:36 AM
Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to ~$69B, then followed up saying the pricing details were inaccurate (Echo Wang/Reuters)
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Is it a sign of a healthy economy if one dumb and horny oligarch can maybe crash the stock market?
www.nytimes.com/2026/11/09/b...
www.nytimes.com/2026/11/09/b...
U.S. Commerce Dept. Inquiry Into Megaspeed Was Halted After Nvidia Intervention
An investigation into Megaspeed, a Singapore company that was buying advanced Nvidia A.I. chips, was transferred to the Justice Department after a top Nvidia executive reached out to Commerce Departme...
www.nytimes.com
November 9, 2026 at 11:22 PM
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There was a time that a CEO running a company with national security impacts would have to resign for having an affair with a foreign spy.
Nvidia opens investigation after report CEO Jensen Huang was target of foreign intelligence
CEO allegedly had a close relationship with a Chinese businesswoman who passed information to Beijing
www.theguardian.com
November 9, 2026 at 2:32 AM
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Sources: Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab (Martha Muir/Financial Times)
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November 8, 2026 at 3:05 PM
Sources: Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab (Martha Muir/Financial Times)
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Filings: Apple saved $2.7B in taxes this year by routing up to $50B in profits through Singapore, exceeding the $2.6B in tax savings it achieved via Ireland (Financial Times)
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November 8, 2026 at 5:56 AM
Filings: Apple saved $2.7B in taxes this year by routing up to $50B in profits through Singapore, exceeding the $2.6B in tax savings it achieved via Ireland (Financial Times)
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Yup that Dinner w Xi and all the Techbroligarchs in the WhiteHouse where they were taking tours of the New Trump Regime Bunker Ballroom was a OpSEC Counter Intel Nightmare
www.theguardian.com/us-news/2026...
www.theguardian.com/us-news/2026...
Nvidia opens investigation after report CEO Jensen Huang was target of foreign intelligence
CEO allegedly had a close relationship with a Chinese businesswoman who passed information to Beijing
www.theguardian.com
November 9, 2026 at 2:32 AM
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How Sequoia's Alfred Lin and Pat Grady erased Roelof Botha's legacy, halving GPs and unwinding his fund; sources say he joined SpaceX's board behind their backs (Financial Times)
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November 9, 2026 at 1:05 AM
How Sequoia's Alfred Lin and Pat Grady erased Roelof Botha's legacy, halving GPs and unwinding his fund; sources say he joined SpaceX's board behind their backs (Financial Times)
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The whole Jensen-left-behind for the big Trump/China meeting – only to hop on the plane last-minute after everyone pointed out how weird it was – is now about 10,000x more wild. Was he left off that trip due to the Rubio Memo? Did the President override? www.nytimes.com/2026/11/08/u...
Rubio Warned Officials About Nvidia Chief’s Entanglement With Chinese Spy
The secretary of state’s role in drafting a secret memo highlights how top officials were concerned by this past spring about Jensen Huang’s relationship with a woman tied to Chinese intelligence.
www.nytimes.com
November 8, 2026 at 11:43 PM
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Trump says the FBI is "looking into" Jensen Huang's affair, and the Nvidia CEO told him he "had absolutely no idea that the person in question was a spy" (Associated Press)
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November 9, 2026 at 10:40 PM
Trump says the FBI is "looking into" Jensen Huang's affair, and the Nvidia CEO told him he "had absolutely no idea that the person in question was a spy" (Associated Press)
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“.. I was unfaithful to my wife,” he said. “My actions hurt her and our children. There is no excuse for what I did.”
@bloomberg.com #$NVDA
www.bloomberg.com/news/article...
@bloomberg.com #$NVDA
www.bloomberg.com/news/article...
November 8, 2026 at 8:36 PM
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