FOLARIN OPEYEMI JOSEPH

PUBLIC POLICY ENTHUSIAST

RESPONSIBILITY IS THE PRICE FOR GREATNESS ~Winston Churchill

[Polymarket @Polymarket]

JUST IN: Nvidia employees are reportedly calling for Jensen Huang’s return as CEO in an internal message thread that has drawn more than 1,600 comments.

[Eric Daugherty @EricLDaugh]

🚨 NOW: Microsoft is STILL suffering a GLOBAL outage for nearly 24 hours straight, people can't log on and GOVERNMENTS are being impacted

74 nations' governments, businesses and schools can't get into Outlook

More than 430 MILLION people can't get in and Microsoft has been incapable of fixing it ‼️

"The outage was not caused by a cybersecurity breach."

It blames failing server health checks on its email gateway, and there's still NO ETA for a full fix.

Genuinely insane.

[Watcher.Guru @WatcherGuru]

JUST IN: Billionaire Nvidia $NVDA shareholder Leo KoGuan says he will not invest any more money in the company without Jensen Huang.

[Sky News @SkyNews]

BREAKING: Hundreds of thousands of users around the world are still affected by the global outage at Microsoft, affecting its Outlook, Teams, Copilot and 365 services.

Follow the latest updates 🔗 https://t.co/zaEXG2DJda

📺 Sky 501, Virgin 602, Freeview 233 and YouTube

[Bull Theory @BullTheoryio]

🚨 Another major scandal is coming out of NVIDIA.

And this one has nothing to do with Jensen Huang's affairs.

According to a Wall Street Journal report, Nvidia was offering billions in financial guarantees to AI companies that could not afford its chips, so they could keep buying them.

Some of these deals were being pushed by Jensen's own son-in-law, Nico Caprez, who became a vice president in January. His team was telling small cloud companies and data center builders that Nvidia could arrange credit support for them within a couple of weeks.

The goal was simple: turn them into long term buyers of Nvidia GPUs.

And the size of Nvidia's commitments has exploded. Its own filing shows $530 BILLION in commitments and guarantees, up from $184 billion just one quarter earlier.

Inside the company, CFO Colette Kress was raising concerns. She kept asking how these guarantees were priced and what Nvidia was really getting back.

In an August meeting, Jensen cut her off and called her "a deer in the headlights."

She was also the one who cut Nvidia's guarantee on OpenAI's Ohio data center from $250 billion to $105 billion.

Now Jensen is gone, and the CFO who questioned these deals is running Nvidia.

To understand why this is a big deal, you need to understand the AI funding loop.

Here is how it works:

1. Nvidia puts money into an AI company, or guarantees its loans and leases.
2. That company uses the money and credit to build a data center.
3. The data center is filled with Nvidia GPUs.
4. Nvidia reports those GPU sales as revenue.
5. If the company cannot rent out all its computing power, Nvidia agrees to buy the unused part.

SO NVIDIA IS THE INVESTOR, THE LENDER, THE SUPPLIER AND THE BACKUP CUSTOMER, ALL IN THE SAME DEAL.

The money goes out of Nvidia and comes back to Nvidia as sales.

CoreWeave is the clearest example. Nvidia owns a stake in it, sells it chips, and agreed to buy up to $6.3 billion of its unused computing capacity through 2032.

OpenAI is the biggest. Nvidia is guaranteeing up to $105 billion for its Ohio data center, supplying all the chips inside it, and invested $1.5 billion in the company building it.

Nvidia's own filing for the quarter ending July 26 shows where the money is tied up:

• Supply commitments for memory and chip wafers: $279 BILLION, up from $119 billion.
• Guarantee on the OpenAI Ohio data center: up to $105 BILLION.
• Deals to buy unused cloud capacity from neoclouds: $36 BILLION.

Nvidia's actual liabilities on its balance sheet: $91 BILLION.

That means the commitments outside the balance sheet are almost 6 times bigger than the debts on it.

Nvidia does not lose this money unless something breaks. A guarantee only costs Nvidia if a customer cannot pay.

But this is where it gets uncomfortable.

The WSJ says Jensen himself had started to panic. He warned executives that the biggest cloud companies were moving to their own chips to depend less on Nvidia.

At the same time, the wafers and memory Nvidia had committed to buy were coming at him like an "avalanche."

So the biggest customers were trying to leave, Nvidia was locked into buying huge amounts of supply, and smaller customers were being kept alive with Nvidia's credit.

And things were already starting to crack:

• Nvidia paused some of its financing deals in August.
• Nearly half of the $80 billion in data center bonds issued this year were rated junk.
• Neocloud stocks crashed this week, with Nebius down over 20% and CoreWeave down 17% at the lows.
• OpenAI raised less than it wanted, at a lower valuation.

And now Kress is the one deciding whether this continues.

If she pulls back on the financing, the companies that depended on Nvidia's money will have to borrow elsewhere, in a debt market that is already nervous.

If they cannot, they stop buying chips.

And if they stop buying chips, Nvidia's revenue drops.

That is the risk of a loop. It works perfectly when money keeps flowing, and it hurts on the way down.

[Valentina Gomez @ValentinaForUSA]

This is not a coincidence:

-Jensen Huang was forced out

-Microsoft services are DOWN

-Japan banking system is DOWN

-Paraguay banking system is DOWN.

🚨Something big is in the works.

[Globe Eye News @GlobeEyeNews]

President Trump sold up to $1 million worth of Nvidia shares in August.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Multiple sources in the US intelligence community say that the intelligence collected on Alice Huang, the suspected spy targeting Jensen Huang, does not prove she was acting as a spy for China, per CNN.

Some officials at the Office of the Director of National Intelligence have said the characterization of Alice Huang as a Chinese spy is "not entirely accurate and over-torqued."

Officials at the CIA also are "not yet convinced" that the intelligence collection on Alice Huang so far, including intercepted communications, proves she was knowingly funneling information back to Beijing.

The FBI has reportedly been investigating this affair for at least a year.

We maintain our view that Jensen Huang and Nvidia prematurely parted ways.

A complete investigation is necessary.

[Richy @richy_gunerr]

Myles Lewis Skelly in the first 20 minutes for England.

[Select Committee on China @ChinaSelect]

Jensen Huang has until 8 PM ET tomorrow night to accept the request of our three committees or he will be subpoenaed. @HouseForeignGOP @HouseIntel

[Bill George @Bill_George]

The Nvidia Board Should Have Seen It Coming
The signals were all there. The Nvidia board ignored them.
It started with President Trump’s Truth Social post telling the board in August 2025 to fire Jensen Huang because of his relationships with Chinese companies. Huang went to Trump to gain approval to sell AI chips to China – not the latest, but “good enough” for the Chinese to rapidly advance AI. He then gave Trump 15% cut of export revenues to gain approval.
!5%? This isn’t capitalism. Call it what it is: “Crony Capitalism.” No pharma company would offer U.S. government a cut of sales to gain approval. After that the President and Huang became “best friends.” Huang front and center at the State Dinner with China’s President Xi.
When there was an urgent need for some regulation to prevent unproven AI models escaping from Open AI’s labs, Huang told President Trump there was no need for regulations. The AI companies could regulate themselves.
Was the board aware of Huang’s intimate relations with his subordinates, much less a Chinese spy? We may never know
What we do know is the board had no succession plan for Huang. It ignored his organization structure with 60 direct reports which insured no one was ready to take over – no even CFO Colette Kress, whose claim to fame is financing data storage facilities for Nvidia customers in exchange for chip sales. Pure circular deals.
Nvidia’s board is made up of 5 venture capitalists & I-bankers, 1 academic, 1 NFL executive, 1 lawyer, 1 IT staff & Taco Bell. No CEOs. Not one person who has ever worked in the tech industry.
This is the board of the world’s most valuable company? Why are we surprised about the disaster that is still unfolding?

[O'BEN @ben_obia19198]

It was pure joy today as we asked the INEC boss Prof. Amupitan to step down and talk to us in the streets not inside the Chatham house.

The fried wanted to escape

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Jensen Huang reportedly had an “intimate relationship” with a second Nvidia, $NVDA, employee, per Reuters.

This marks the third alleged affair for the now-former Nvidia CEO.

[Chidi Anselm Odinkalu, CGoF @ChidiOdinkalu]

A government & party unable to campaign on its record in govt after 12 yrs has now chosen a #CampaignOfTerror.

[Parallel Facts @ParallelFacts]

INEC Chairman, Prof. Amupitan Disgraced in Chatham, England.

[Polymarket @Polymarket]

JUST IN: Jensen Huang's cousin, AMD CEO Lisa Su, has been named Yahoo Finance's 2026 CEO of the Year.

[Mario Nawfal @MarioNawfal]

🇺🇸🇨🇳 Washington reportedly KNEW ABOUT Jensen Huang's suspected Chinese SPY GIRLFRIEND for nearly a YEAR.

Then, suddenly, everybody found out.

U.S. officials had been investigating Alice Huang and her ties to Chinese intelligence long before the story broke.

Trump knew. The State Department had prepared a classified warning.

But Huang was useful to Washington. He was helping negotiate chip exports to China, and officials reportedly believed he didn't know about her suspected intelligence ties.

So nothing publicly happened.

Then Democrats won Congress, promising tougher oversight.

Within days, Huang admitted the affair. Nvidia's board backed him.

Then came allegations of a SECOND relationship, this time with an executive who reported to him.

And suddenly, Huang was out.

The suspected spy wasn't what finally brought him down. The relationship inside Nvidia was much harder for the board to defend.

Nobody has established that Huang knowingly helped Chinese intelligence.

What bothers me is that Washington reportedly knew for months.

The scandal exploded just as the political balance shifted, and the revelation that ended his career followed almost immediately.

Maybe that's coincidence.

But who decided when the public would learn what Washington already knew?

Source: Axios, Fox Business, Newsweek / Writer: Oliver

[老K的投资实验室 @LaoK201106]

扒完英伟达新CEO的履历，我才看懂这步险棋有多高明

黄仁勋辞职，接班的不是技术大牛，而是CFO科莱特·克雷斯。

我特意扒了一下她的履历，不扒不知道，一扒发现英伟达这步棋，真不是按常理出的。看懂这背后的三层逻辑，你才知道英伟达在防备什么：

1、惊人的反差：25年账房先生，不懂芯片

科莱特2013年就加入英伟达做CFO了。在此之前的25年，她的履历全是财务：在德州仪器打底，微软干了13年财务，思科干了3年财务高级副总裁。

她不是搞技术出身的，是典型的财务运营派。

但她最牛的地方在于：她加入时，英伟达市值还没突破100亿；她任职的这十几年，正好见证了英伟达从游戏显卡公司变成AI算力霸主。

她是英伟达对外讲数据中心+AI工厂故事时，比较核心的财务背书人。

2、为什么选她救火？因为她最稳黄仁勋是技术狂人、是灵魂旗手，但他刚因为丑闻光速
辞职，现在英伟达最怕的是什么？

是军心不稳、是投资者恐慌、是财报电话会讲不清楚。

克雷斯是内部人，熟悉业务节奏和董事会，又懂财务和资本市场。

选她上来，就是要在最乱的时刻，先稳住基本盘和11月17日那份财报。

3、看懂董事会的双保险：财务管账，技术压阵

克雷斯最大的问号，是长期执掌英伟达的技术领导力。

所以董事会专门设了首任董事会主席Harvey C. Jones。这老头是谁？

新思科技的前CEO兼执行董事长，芯片设计工具领域的老将。

这个组合的信号极其明确：短期靠CFO稳住财务和运营，长期靠董事会主席把住技术战略方向。 说

白了就是：财务派管账，技术派压阵，先把黄仁勋留下的震荡期熬过去。

英伟达的物理底座还在，但灵魂换了。从技术信仰主导，转向了财务精算主导。

这到底是一步高明的过渡棋，还是英伟达走向平庸的开始？

你觉得，一个财务出身的CEO，能带领英伟达打赢下一场AI硬仗吗？

[TCR. @TeamCRonaldo]

🚨 Cristiano Ronaldo is preparing to move with his family to Portugal permanently

Cristiano has begun the final arrangements for his family's move to Portugal,

specifically to his luxurious palace in the Quinta da Marinha area of Cascais,

which is close to becoming the family's permanent residence.

[Official AGT⚽🎙️ @Iam_agt]

Super Eagles head coach Eric Chelle "blushing", as Nigerian journalists sing him the 'Happy Birthday' song before today's press conference.