Weekly Briefings

Nvidia: weekly briefings

  1. 2 Nov – 9 Nov 2026

    Nvidia board opens independent probe into reported Chinese intelligence targeting of Huang · US intelligence memo reportedly describes Beijing-recruited spy close to Huang

  2. 26 Oct – 2 Nov 2026

    Reported Chinese spy plot near Nvidia's CEO draws official denials · US Justice Department questions Nvidia's $12.9bn Hugging Face deal

  3. 19 Oct – 26 Oct 2026

    Reported $35bn Chinese chip orders face uncertain Nvidia supply · Lava reports B300 GPUs inside China Telecom network

  4. 12 Oct – 19 Oct 2026

    Nvidia CEO plays down AI stock rout as chipmakers slide · CoreWeave debt stress raises questions over Nvidia AI financing