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What Executive Order #14330 Could Mean for Your 401(k)
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The GPU Daily · #118 · covering Sunday 8 November
The physical layer of AI, every day. Here's what moved on Sunday 8 November 2026.
Nvidia's board has opened an independent investigation after reports that its chief executive was the target of a foreign intelligence effort.
A committee of independent directors, assisted by outside counsel, will oversee it. Jensen Huang has apologised for being unfaithful to his wife and says he will cooperate with the investigation. The board says it has no reason to believe national security or Nvidia secrets were compromised.
The board says it backs him.
It will provide further updates as appropriate.
In this issue
Top story · HARDWARE
US · ◆ Neutral · 8 Nov 21:45 UTC · Newsroom · 2 sources
Nvidia's board opened an independent investigation after a report on CEO Jensen Huang and an alleged Chinese spy, Channel News Asia reported.
Earlier: US intelligence reportedly believes Jensen Huang had ties to a Chinese spy (7 November)
MARKET MOVES · 3
Australia · ◆ Neutral · 8 Nov 02:00 UTC · Newsroom
Earlier: ASIC's plan to address the Firmus IPO flop (1 November)
China, India · ◆ Neutral · 8 Nov 04:00 UTC · Newsroom
India, China, US · ◆ Neutral · 8 Nov 04:15 UTC · Newsroom
NEOCLOUD · 1
Australia · ◆ Neutral · 8 Nov 21:15 UTC · Newsroom
Earlier: Firmus IPO collapse left early investors facing valuation questions (16 October)
SOFTWARE & AI · 3
Global · ▼ Bearish · 8 Nov 13:45 UTC · Newsroom
China · ◆ Neutral · 8 Nov 10:22 UTC · Trade press
Global · ◆ Neutral · 8 Nov 21:00 UTC · Trade press
HARDWARE · 5
Taiwan · ◆ Neutral · 8 Nov 16:45 UTC · Newsroom
US · ◆ Neutral · 8 Nov 05:30 UTC · Newsroom
China · ◆ Neutral · 8 Nov 07:03 UTC · Trade press
China · ◆ Neutral · 8 Nov 07:03 UTC · Trade press
US · ◆ Neutral · 8 Nov 00:45 UTC
DATA CENTRE · 2
Australia · ▼ Bearish · 8 Nov 05:15 UTC · Newsroom
Brazil, China · ◆ Neutral · 8 Nov 14:18 UTC · Trade press
Swancor held 210 million yuan in robot prepayments by 30 June, almost two months before its public pre-order opened on 23 August.
ENERGY & POWER · 10
India · ◆ Neutral · 8 Nov 07:00 UTC · Newsroom
Earlier: Adani Group is said to seek $1.5 billion for data centre financing (3 November)
Asia · ◆ Neutral · 8 Nov 12:00 UTC · Newsroom
US · ◆ Neutral · 8 Nov 18:55 UTC · Trade press
Four cosponsors of the Bipartisan American Affordability and Jobs Act released a substitute amendment ahead of a cloture vote scheduled for Nov. 9.
Australia · ◆ Neutral · 8 Nov 02:00 UTC · Newsroom
US · ◆ Neutral · 8 Nov 16:26 UTC · Trade press
US · ◆ Neutral · 8 Nov 19:02 UTC · Trade press
US · ◆ Neutral · 8 Nov 16:24 UTC · Trade press
US · ◆ Neutral · 8 Nov 16:22 UTC · Trade press
US · ◆ Neutral · 8 Nov 16:19 UTC · Trade press
Eversource told investors on its third-quarter call that meeting FERC's May 2027 refund deadline will be difficult.
Australia · ◆ Neutral · 8 Nov 13:01 UTC · Trade press
A Climate Resource report for WWF-Australia projects coal exports falling from 362 million tonnes in 2024 to roughly 100 million tonnes by 2035.
REGULATION & POLICY · 3
US · ◆ Neutral · 8 Nov 20:00 UTC · Company/PR
The board is launching an independent investigation, overseen by independent directors with outside counsel, into reports of a foreign intelligence effort against Huang. Huang supports the review and has committed to cooperating with it.
Earlier: Three Republican Congressmen seek Nvidia briefing on Jensen Huang's Megaspeed dealings (6 November)
US · ▼ Bearish · 8 Nov 21:02 UTC · Company/PR
Huang published a message to staff apologising for being unfaithful to his wife and saying there is no excuse for his actions.
US, China · ◆ Neutral · 8 Nov 11:03 UTC · Trade press
