黄仁勋承认出轨被指中国间谍，英首相重启脱欧讨论

[music] Bloomberg Audio Studios podcasts radio news. [music] This is the Blue Beg Day podcast. Good morning. It's Monday the 9th of November. I'm Caroline Hepka in London. Coming up today, Nvidia CEO Jensen Wong admits to an affair with a woman identified as a suspected Chinese spy. UK Prime Minister Andy Bernham heads to Dublin for talks with European leaders as his EU push revives the Brexit divide. Plus, a special report on how Europe is trying to learn from China to cut its $1.5 trillion rare earth risk.

Let's start with a roundup of our top stories. Nvidia CEO Jensen Hong has admitted having an affair with a woman described in reports as a suspected Chinese spy. In a memo on Sunday, Huang said, "I was unfaithful to my wife and I am deeply sorry." The New York Times reports US intelligence officials believed the woman was working for a Chinese spy agency and was recruited to gather information on Hang. China's foreign ministry has previously called the characterization of her as a Chinese agent as unsubstantiated smear against China.

Nvidia's board is now investigating whether Hang was targeted by a foreign intelligence effort. The disclosure comes just weeks after Hang spoke to Bloomberg about US China relations for an upcoming episode of The Circuit with Emily Chang. I did my best to inform the policy makers in the United States of the importance of engaging the Chinese market and making sure that we serve that market for as long as we can. I think we made a made a mistake and and um this mistake is hard to unwind, but I did my best.

That's all I could do. There are more Chinese AI researchers than any other nation in the world and many of them working at the labs. I've been very clear that even though although we compete against China, they're not our enemies.

That was Nvidia CEO Jensen Wong speaking to the circuit with Emily Chang on the 14th of October. That was during a trip to Europe. Wang says that he will cooperate fully with the investigation and is committed to supporting US national security. President Donald Trump was asked about the story on Sunday and whether Hang should remain CEO of Nvidia.

I have not spoken to him about it. I just know he's a fine person, but you never know what is going on. Um I'm sure I hope everything's fine. He's done such an incredible job.

Did he stay on the CEO of the video?

I think so. Oh yeah, sure. That was President Trump, whose backing comes as the controversy marks a humbling moment for Huang, one of Silicon Valley's biggest celebrities and AI's most visible evangelists. The turmoil also threatens to further disrupt an AI market already shaken by concerns over a slowdown in data center spending. UBS CEO Sergio Marti says the democratic sweep in the US midterms could slow the buildout of AI capacity.

The warnings come as tighter regulation as to concerns over whether heavy AI spending will generate returns quickly enough. Here's what the CEO of the Swiss lender told Bloomberg a little earlier this morning.

Investors are rightly so questioning the plausibility of how much value can be created uh out of this cycle which most likely is going to be significant. But the the problem being more on the timing on how quickly can you really deliver all these benefits and uh and in that sense you see a little bit of uh questioning around valuations uh that is is is important. On the other end the political developments in the US may also trigger a slowdown in building up capacity.

Amatei added that he sees AI as a strong medium to long-term growth driver, but says that it could remain a source of market volatility in the near term. UK Prime Minister Andy Bernham's push to reopen the Brexit debate is reviving old divisions. Bernham says that he'll consider options for a new UK EU relationship after a summit later this week. But Bloomberg understands there's unease in his government over his Brexit strategy.

Culture Secretary Lisa Nandandy appeared to distance herself from the idea of rejoining the EU on Sunday.

I mean, people don't want to relitigate endless conversations about in or out, leave or remain. They don't want to repeat those years, but what they really do feel very sharply is that the Brexit deal that we got is not working for people.

Nandi represents an area that heavily voted to leave. Negotiators from some EU countries privately say that Bernham's new rhetoric hasn't changed their approach to talks. Thousands [snorts] of troops from European allies are taking part in a joint military exercise to a war game enforcing a potential peace treaty in Ukraine. But 5 years into the conflict, Europe still lacks alternatives to US intelligence, missiles, and to stink.

Former US Deputy Secretary of State Steven Began says last week's midterm results don't change that European leaders still rely on President Trump.

There's a problem or challenge for the Congress, which is Congress's authorities allow it to obstruct, block, scrutinize, but the president controls the foreign policy of the United States of America, at least the principal tools of it. Congress can stop him at times from doing things, but Congress can't necessarily make him do things. Steven Began there speaking to Bloomberg's This Weekend program. Meanwhile, Bloomberg has seen Russian statistics shared by hackers showing that roughly 400,000 Russian soldiers have been killed in the war.

Now, the US Secretary of State Marco Rubio has downplayed the chances of a breakthrough when it comes to negotiations with Iran. Speaking to reporters yesterday on the tarmac in Florida, he said that Tyrron's demands uh to date are unacceptable.

The president would always prefer to solve this and every problem diplomatically. Sometimes that's not possible, unfortunately. But if there's a chance to do it, we'll explore it. Right now, it hasn't been very productive because the the Iranian demands are simply not just unacceptable, but in some cases outrageous and ridiculous and really not realistic. That was the US Secretary Marco Rubio speaking there. His comments contrasted with President Trump who told CNN it's highly unlikely he'll order more strikes on Iran if negotiations make substantial progress.

Iranian Foreign Minister Abbasari said yesterday there has been no activity or movement from the mediators. Poland's deadliest shooting in decades has deepened the country's political split. That's after six people were killed and 16 injured in a rampage in Kkow. The suspect, a 24year-old Polish national, was hospitalized after a shootout with police and authorities found three more bodies at his home. The interior minister Martin Kavinski initially said that the suspect was likely motivated by right-wing ideas, but late on Sunday he said that authorities were checking many possibilities.

Everything points to the fact that the gunman was influenced by farright ideology, a matter that will also be subject to investigation.

Poland's interior minister there speaking via a translator. The shooting happened while a tense political standoff continues between the ruling pro- European Union government of Prime Minister Donald Tusk and the nationalist opposition backed by President Kell Novroi. The prime minister has appealed to politicians not to exploit the tragedy and state prosecutors are conducting a terrorism probe into the case. Germany is on course to get its first female president with Frederick Mertz backing Ilsa.

The 61-year-old Bavarian has broad support across the governing coalition and the opposition Greens. Elections to the largely ceremonial office in Germany would make uh Auror the first CSU politician to become the German head of state. And those are a few of our top stories for you today. Just in terms of the markets right now, so we see Asia equities rebounding after the selloff last week. The TX has surged about 5% as we also see stock futures then for Europe down a tenth of 1% but for the NASDAQ actually just ab