My problem with this report is that the only source that BC links is the write-up by "Koi Security," whose URL is "koi.ai" and the write-up has a lot of markers of having been written by an LLM (slop).
The supply-chain worm isn't that far-fetched but without corroboration it's impossible to know how many of these details are real and how many were just statistically likely (hallucinated) according to the LLM. And there are a lot of complex features of this worm that just scream the favourite refrain of the LLM: "BUT WAIT! THERE'S MORE!"
Did you know that Jensen Huang and Lisa Su are cousins? AMD only makes graphics cards to protect NVIDIA from antitrust lawsuits.