如果你指望在过去几天的动荡后迎来一个平静的周，不如去度个假吧。本周有望和上周一样忙碌。英伟达今天下午宣布，其董事会正“启动独立调查”，针对有关首席执行官黄仁勋“成为外国情报行动目标”的报道，这给人工智能领域最重要的人物之一的未来蒙上阴影。
If you were hoping for a quiet week after the turmoil of the past few days, take a vacation. This week is promising to be nearly as busy as the last one was. Nvidia's announcement this afternoon that its board is “initiating an independent investigation” about reports that CEO Jensen Huang “has been the target of a foreign intelligence effort” casts a shadow over the future of one of the most important people in AI.
英伟达补充称，“董事会没有理由相信国家安全或英伟达机密遭到泄露”。尽管如此，一旦此类调查启动，谁也不知道会查向何方。这将与国会就同一主题展开的调查同步进行。系好安全带。
Nvidia added that the “board has no reason to believe that either national security or Nvidia secrets were compromised.”Still, once an inquiry like this starts, who knows where it will lead? It will coincide with a congressional inquiry into the same subject. Buckle up.
与此同时，据同事Valida上周五报道，Anthropic 预计下周启动机构路演以推销其首次公开募股（IPO）。近期市场的波动引发了关于这家 AI 公司是否会推迟发行的疑问，但目前似乎仍按计划进行。不过，Anthropic 能获得什么估值则是另一个完全不同的问题。
Meanwhile, Anthropic is next week expected to start its institutional road show to market its IPO, my colleague Valida reported on Friday. The volatility of the market lately has prompted questions about whether the AI firm might delay the offering, but so far it appears to be on track. What valuation Anthropic will get is a whole other question, however.
OpenAI 也不会缺席：据我们上周五报道，这家 AI 公司预计下周将举行投资者电话会议，讨论其第三季度业绩。也许它应该邀请记者参加电话会，让大家（尤其是我们）的生活更轻松些。在所有这些进行的同时，新云投资者需要为又一个动荡周做好准备。可以说是这批公司中最知名的 CoreWeave 定于周二发布第三季度财报。这将给首席执行官 Michael Intrator 一个机会，试图让投资者对公司在收紧的 AI 融资市场中生存下来的能力感到放心。
OpenAI won’t be left out: The AI firm is expected to host a call with investors next week to discuss its third-quarter results, we reported on Friday. Maybe it should include reporters on the call to make life easier for everyone (especially us). While all this is underway, neocloud investors need to brace for another volatile week. CoreWeave, arguably the best known of that bunch of companies, is scheduled to report third-quarter earnings on Tuesday. This will give CEO Michael Intrator an opportunity to try to reassure investors about the company’s ability to weather the tightening AI financing market.