No one's really said anything about it (maybe the company's in the news for other reasons?), but posted a few times:

Tech-Insider $11.4M of Nvidia Chips Vanished in Oakland (6 points, 1 week ago) https://news.ycombinator.com/item?id=50394165

TomsHardware Six pallets of Nvidia GPUs worth $11.4M stolen in California in Aug 2026 (7 points, 1 week ago) https://news.ycombinator.com/item?id=50394256

ArsTechnica Nvidia hardware worth $11.4M vanished between Oakland and Texas (9 points, 6 days ago) https://news.ycombinator.com/item?id=50405863

TechPowerup (10 points, 6 days ago) https://news.ycombinator.com/item?id=50407874