The board has not said what its investigation will examine in detail or what it will disclose, and the four-to-six-week timeline is an estimate. Whether Huang will testify on November 18 has not been settled. The FBI has not publicly described the scope of its inquiry or any charges. The Times report rests on intelligence claims that have not been independently verified in public.
For attorneys, the stakes are both corporate and regulatory. Nvidia controls more than 80% of the global market for AI and data-center GPUs, so investors and customers are asking whether the company's growth depends on one executive. Shares fell more than 4% on November 9 and another 5.47% on November 10, though the stock still closed above a $4 trillion market value. Watch the quarterly earnings report, due in about a week, for any sign of investor or customer pullback. Watch for the board's findings and whether they address governance and disclosure. Watch the November 18 congressional request, since testimony on China-linked technology access could raise export-control and national security questions. The Wall Street Journal column arguing for a more subdued Huang is a direct response to whether he can keep leading through this.