They have not verified the claims but those claims are not a "vague rumor". Expectations of discounted cash flows, which is primarily what drives large cap stock prices, operates on probability, not strange notions of "we must be absolutely certain that something is true".
A credible lab making a credible claim to massive efficiency improvements is a credible threat to Nvidia's future earnings. Hence the stock got sold. It's not more complicated than that.
A credible lab making a credible claim to massive efficiency improvements is a credible threat to Nvidia's future earnings. Hence the stock got sold. It's not more complicated than that.