Nvidia board’s probe into Jensen Huang’s affair with a suspected Chinese spy could look at questionable statements from the CEO and his spokespeople

Good morning. On Fortune’s radar today:

• Nvidia’s history of questionable statements about Megaspeed executive’s affair with Jensen Huang.
• AI companies have $3.2 trillion in off-balance-sheet commitments.
• Markets: Resilience in the face of controversy.
• There’s an 80% chance the Fed will raise rates in December.
• The AI investment boom is about to become bigger than the dotcom bubble.
• Canva cut 1,200 jobs, and the internet loved it.

This story was originally featured on Fortune.com