Canada wholesale inventories rose 1.0% MoM in September, following a 0.0% change in August.

IEA月报：10月经合组织工业石油库存减少4100万桶。

The Information reports interim CEO and CFO Colette Kress has repeatedly objected to high‑risk deals pushed by Jensen Huang and may pursue a more conservative operating strategy. Kress opposed a prior plan for NVIDIA to provide up to $250 bln in credit support to OpenAI; that package was split and NVIDIA now commits about $100 bln. After data center project delays and cancelled cloud deals, Kress has moved to reduce NVIDIA’s concentration risk—the company has already provided more than $100 bln in investments and credit guarantees to customers and supply‑chain partners. Some investors fear financing support could be tightened after Huang’s departure; one cloud customer is reportedly weighing a switch to Google or AMD chips. Kress must also navigate customer procurement diversification, tighter U.S. export controls and internal power realignments; she has previously clashed with Huang and his family on company matters.