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

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