
Nvidia's CEO admitted in a Sunday memo to an affair with a suspected Chinese spy. The board opened an independent national security investigation. Meanwhile Nvidia is selling 27,500 Rubin chips to Japan for a robotics AI model. Expect the scrutiny to land on chip deals.
OpenAI raised $11 billion at a $1.25 trillion valuation, about 37% of its original $30 billion-plus target after AI stocks sold off. SoftBank and MGX joined. The rest of the round is still open, so watch whether demand really outpaces supply.
























