NVDA | Weekly | Haru Insights

NVIDIA’s board has engaged Wachtell, Lipton, Rosen & Katz to investigate CEO Jensen Huang’s personal relationship with Alice Huang, a senior executive at Megaspeed—a Singapore-based firm under U.S. intelligence scrutiny for suspected ties to Chinese intelligence and potential illicit chip diversion.
The company’s stock plunged 10% in a single session, erasing $4.06 trillion in market value, amid mounting concerns over national security risks, corporate governance failure, and the absence of a public succession plan, coinciding with a securities class action lawsuit alleging misleading public statements about the relationship and chip diversion risks.

NVIDIA’s dominance in AI infrastructure remains unshaken, with H100 and B100 demand surging, proving that its technological edge continues to drive global AI adoption despite the crisis.
The strategic donation of OpenShell to the CNCF signals NVIDIA’s ambition to own the AI runtime stack, cementing its role not just as a chipmaker but as an ecosystem architect.
Partnerships with Oracle, Google, and Meta underscore NVIDIA’s irreplaceable position in the AI supply chain, validating its hardware and software integration as the gold standard.
The company’s proactive move to strengthen AI security via Bedrock Data’s Agent DLP highlights its commitment to responsible AI deployment, turning risk into a competitive differentiator.
Even amid scandal, enterprise demand for NVIDIA’s AI platforms shows no signs of abating, indicating deep market confidence in its long-term value proposition.

NVIDIA Corporation (NVDA)[Tv]