Nvidia drops ~5% pre-market after its board opens a probe into Jensen Huang; Nvidia previously dismissed the interactions as "nothing unusual or unexpected"
THE SO WHAT
A ~5% pre-market move on news of a board probe shows how tightly execution risk is now priced into core AI infrastructure. If your roadmap assumes uninterrupted access to a single vendor’s chips, you’re carrying more key-person and governance risk than your models probably show.
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