$NVDA is now trading at its cheapest valuation in 15 years when it was primarily a gaming GPU company. Pretty wild that the market is assigning it same multiple today while it sits at center of the largest AI infrastructure buildout in decades.

$NVDA - NVIDIA HIRES TOP WALL STREET LAW FIRM TO INVESTIGATE JENSEN HUANG Nvidia has hired Wachtell Lipton to investigate CEO Jensen Huang's admitted affair with a Chinese executive accused of espionage, according to The New York Times. The investigation will be led by Joon H. Kim, a former acting US attorney who helped investigate former New York Governor Andrew Cuomo. Nvidia's board says it has no reason to believe company secrets or national security were compromised, but will examine all available evidence. Huang has pledged full cooperation. The investigation puts Nvidia's co-founder and CEO under unprecedented board scrutiny.

$NVDA just launched Alpamayo 2 Edge which is an open AI driving model that can reason in real time & explain its decisions. This is Nvidia bringing its CUDA playbook to cars making software accessible so automakers have more reason to build on its chips.

$NVDA Why Nvidia is continuing to take a further hit today... - The Information reported that a network linked to Alice Huang allegedly facilitated at least $7.5 billion in Nvidia chip shipments to Chinese companies, involving roughly 240,000 AI chips, including models restricted from sale in China. This would basically mean Nvidia has sold to China when they weren't supposed to. - Bloomberg reported that Nvidia's inventory figures provided to U.S. authorities undercounted approximately 50,000 AI chips worth billions of dollars sold to Megaspeed through hardware partners. Nvidia later claimed the hardware was located at additional warehouses but did not provide a detailed accounting. Basically, if those 50K chips aren't accounted for...could they have gone to China? Both those headlines broke over the past 24 hours as Nvidia is now at a $4.02T marketcap, losing over $1T in value over the past month.

$NVDA RELEASES AN OPEN 2B AI MODEL FOR SELF-DRIVING CARS Nvidia has released Alpamayo 2 Edge, a 2-billion-parameter reasoning model designed to run directly inside vehicles on its DRIVE AGX Thor platform. Built on Cosmos 3 Edge, the model uses six camera feeds, vehicle motion history and navigation instructions to predict the next 6.4 seconds of driving while explaining its decisions. Nvidia says the model is designed to run at 10Hz, allowing it to update driving plans 10 times per second. The model weights and inference code are now available to developers on Hugging Face and GitHub.