AI Market Movers · GPUs, accelerators & foundries
Nvidia
NVDA
Nvidia is the bottleneck. Training still runs on its GPUs, CUDA is the software lock, and the networking into the rack is part of the same bill.
- Site
- nvidia.com
- Product
- CUDA
- Who
- Jensen Huang, CEO
Market reaction
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On X
Nvidia CEO Jensen Huang admits affair, board to launch investigation
— Dan Primack (@danprimack) Nov 8, 2026
Breaking News: Nvidia opened an investigation into Jensen Huang, its CEO, after he acknowledged to the company’s board that he had been intimate with a business executive who U.S. intelligence determined to be a Chinese spy.
— The New York Times (@nytimes) Nov 8, 2026
Latest news
CNBC
Nvidia board opens independent investigation into CEO Jensen Huang over alleged Chinese spy tiesNvidia's board said Sunday that a committee of independent directors, assisted by outside counsel, will investigate reports that CEO Jensen Huang was the target of a foreign…
The New York Times
US cleared Nvidia H200 chips for Chinese firms with empty offices and ties to blacklisted companiesA New York Times investigation found that New Matrix, a 17-month-old Beijing firm the Commerce Department approved to assemble Nvidia H200 chips into AI servers, lists an empty…
The Korea Herald
Nvidia CEO's daughter Madison Huang abruptly cancels South Korea tripMadison Huang, an Nvidia senior director for Omniverse and robotics marketing and Jensen Huang's eldest daughter, called off her planned Nov. 8 visit to South Korea a day before…
Reuters
Microsoft winds down Oracle AI cloud rental deal over older Nvidia chipsMicrosoft has been switching off computing capacity it rented from Oracle after declining to renew a 2023 deal that powered AI features in Bing, Bloomberg reported, as part of a…
Financial Times
US believes Nvidia's Jensen Huang had romantic relationship with alleged Chinese spyA US government memo drafted earlier this year from intelligence concluded that Nvidia CEO Jensen Huang was romantically involved with Alice Huang, an executive at Singapore-based…
In the Daily
· Morning Brief
The chip war just got personalCNBC reports that Jensen Huang emailed Nvidia employees Sunday admitting he was unfaithful to his wife and that the board has opened an independent investigation into allegations that the woman, Alice Huang, is a Chinese spy.
· Closing Time
Closing Time: The multiple just blinkedOpenAI will keep pouring capital into data centers despite midterm voters’ backlash against the buildout, CFO Sarah Friar told CNBC at Citi’s TMT summit.
· Closing Time
Will the blue wave slow data center development?The Nasdaq Composite fell nearly 4% and slipped more than 10% below its October record, confirming a correction, as investors fretted that a Democratic sweep will slow data-center buildouts, Investing.com reports, citing Reuters.
· Morning Brief
Enterprise just took the wheelReuters reports that OpenAI president Greg Brockman said Wednesday at the WSJ Tech Live conference in Napa that the company now generates the majority of its revenue from enterprise sales.
· Morning Brief
The ballot box just met the data centerAxios reports that voters showed deep distrust of the AI race on Tuesday, approving dozens of data center restrictions and electing a wave of candidates who favor slowing the buildout.