Nvidia 陷入間諜風波與反壟斷調查雙重壓力。據多家媒體報導，美國情報機構曾針對一名與執行長黃仁勳關係密切的中國籍人士 Alice Huang 進行監控，懷疑其為中國情報人員，並涉嫌將先進美國晶片轉運至中國。Nvidia 對此強烈否認，表示相關指控早已「調查並駁斥」。與此同時，美國司法部據報正針對 Nvidia 擬以 130 億美元收購 AI 平臺 Hugging Face 一案展開反壟斷調查，凸顯華府對該公司在 AI 供應鏈主導地位的審查日益嚴格。
地緣政治風險持續升溫。美國國會委託的最新報告指出，中國具備切斷連線美國與亞洲之海底電纜的能力，引發對關鍵基礎設施安全的擔憂。此外，關於 AI 基礎設施的未來，馬斯克警告大量「新雲端」（Neocloud）業者可能面臨倒閉潮，而黃仁勳則對 AI 需求持樂觀態度，認為資金問題終將解決，雙方對市場走向的判斷出現明顯分歧。
消息來源
◆
Nvidia responds to report Jensen Huang was target of Chinese asset, says diversion allegations were 'investigated and debunked'
EN
◆
Governo Trump aponta plano de espionagem chinês contra CEO da Nvidia, diz jornal
PT
◆
Élections en Israël : une absence de majorité qui rappelle le long blocage de 2019
FR
◆
Nvidia CEO Was China Spy Target, Officials Doubt He Was Unaware: Report
EN
◆
Nvidia CEO Jensen Huang may have been the target of a spy plot through 'Chinese intelligence asset,' report claims
EN
◆
Nvidia boss had 'close relationship' with glamorous female spy who CIA believes was smuggling advanced US microchips to China
EN
◆
Man accused in Cornell rape lawsuit wants Letitia James removed from investigation over her posts - AP News
EN
◆
Dept of Justice reportedly probes Nvidia over $13 billion Hugging Face AI platform acquisition
EN
◆
Nvidia GeForce RTX 5080 prices hit $2,000, costing more than the RTX 5090 did at launch and with limited stock available — original $999 MSRP long forgotten, with prices now 2-3x higher
EN
◆
Chipmaker STMicro lifts data centre revenue forecast after Q3 profit beats expectations
EN
◆
Der Cluster ist konform, die App aber nicht – da gibt's bald was von Kubernetes
DE
◆
Sabotage de câbles sous-marins : pourquoi la Chine inquiète Washington au plus haut point
FR
◆
« Il tournera sur PC portable » : Mistral nous confirme un Large 4 allégé