A post by @FirstSquawk on X.

Treasury Secretary Scott Bessent questioned whether Nvidia was aware of its customers' identities and whether it sought to curb leaks, in remarks flagged by First Squawk. The comments add a fresh layer of scrutiny to Nvidia's disclosure practices around its client base, an issue that has drawn investor attention as demand for its AI chips concentrates among a handful of large buyers. No specific figures, timelines or enforcement actions accompanied the remarks, leaving the scope of any potential concern undefined. The intervention matters because Nvidia's market value rests heavily on confidence in the durability and transparency of its customer demand. What to watch next is whether Bessent's questions prompt formal inquiries, additional disclosure from Nvidia, or further public comment from Treasury.