Recent media reports have driven the market's lean toward three or four total affairs by year-end, with three confirmed publicly in the past week: one with suspected Chinese intelligence asset Alice Huang at Megaspeed, another with Nvidia VP Kimberly Powell, and a third with an unnamed Nvidia employee per Reuters. These revelations prompted Jensen Huang's resignation from Nvidia amid board investigation into potential national security risks and internal policy breaches, eroding the company's stock and highlighting governance gaps in the AI chip leader. Trader consensus reflects intense scrutiny that could surface one more before December 31, but low odds on five or higher suggest limited further leaks are priced in absent new congressional probes or whistleblowers.
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