Nvidia Contractor's Guilty Plea Casts Light on Chip Diversion — While Buybacks, SpaceX Talks and a Windows Rollout Keep Bulls Busy
Published on 10/10/2026 at 10:50 | Editorial boerse-global.de
A federal case in the United States has put Nvidia's most advanced accelerators back at the center of the export-control debate. A contractor has pleaded guilty to taking part in a conspiracy to ship servers carrying high-end Nvidia processors to China, according to a Reuters report published Monday. The indictment names modern accelerators of the B200, H100 and H200 types.
The plea underscores how hard it remains for Washington to police the flow of cutting-edge computing gear, even as authorities keep a tight watch on transfers of powerful AI chips. That servers built around such architectures became the subject of a criminal admission also speaks to the sheer global appetite for the company's hardware.
Investors, for their part, barely blinked. Nvidia's stock ended Friday's European session with a modest 0.4% decline at EUR 204.80, leaving it roughly 5.2% below the record EUR 216.10 it touched on Tuesday — a level the stock also approached as its 52-week high earlier in the month.
Demand Signals Keep Coming
Away from the courtroom, the order pipeline looks as busy as ever. SpaceX is seeking a preliminary financing package of $40 billion to buy Nvidia AI chips, according to media reports. The structure would combine about $10 billion in bank loans with roughly $30 billion in investment-grade bonds, though the company has stressed that talks are ongoing and no deal or confirmed order has been reached.
Should investors sell immediately? Or is it worth buying Nvidia?
On the consumer and research side, Nvidia's partnership with Microsoft is moving toward the shelf. The Surface Laptop Ultra, built on Nvidia's RTX Spark chips, was unveiled Wednesday, with availability set for October 16; pre-orders are already open. Compact desktop machines are slated for November. The joint push is designed to let specialized AI agents run directly on Windows PCs rather than routing every computation through remote cloud infrastructure.
Nvidia also pledged $1 billion spread over five years for U.S. science and research, spanning quantum computing, healthcare and energy security.
A Sector Pause, and a Fresh Bull Call
The week's softer tone in tech had less to do with Nvidia's own news flow. On Thursday, the sector saw notable selling after reports put OpenAI's annualized September revenue at about $50 billion — a figure that fell short of expectations circulating among investors and briefly soured sentiment.
Analysts, though, are looking past the wobble. Yorkville Ives initiated coverage of Nvidia on Wednesday with an "Outperform" rating and a $300 price target, citing the company's position as the foundational computing platform for the entire AI economy.
Shareholders have another reason for comfort: the board authorized an additional $150 billion for buybacks, lifting the remaining repurchase capacity to $235 billion.
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