When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.

E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene (PTFE) materials in 2027, with production ramping up in 2028.

Digitimes Chairman and CEO Colley Hwang said Taiwan should leverage its strengths in chip manufacturing, advanced packaging, and ICT hardware production to pursue sovereign AI opportunities outside the US and China. Speaking at the 2026 Avnet Ecosystem Technology Forum on November 13, Hwang said AI and semiconductors will remain major industries over the next 10 to 20 years.

Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote access to advanced chips. Congress could boost passage of such bills after mid-term elections revealed the US public's desire to rein in AI leaders and have possibly limited President Donald Trump's hold over Republican legislators.

Samsung Electronics is in talks to acquire US data center cooling equipment maker Modine Manufacturing, Bloomberg reported on November 12, as the South Korean company expands its heating, ventilation and air conditioning (HVAC) business following last year's acquisition of Germany's FläktGroup.

China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86 server business, entered the Shenzhen Stock Exchange's ChiNext listing review process on 12 November, seeking to raise CNY8 billion (approx. US$1.2 billion) in net proceeds.

Acer is expanding its smart-campus business with the unveiling of a classroom-of-the-future platform at the 2026 IT Month and EdTech Taiwan trade show, spanning AI teaching assistants, AI agents and a smart-campus management platform. Yung-yi Lin, head of innovative businesses at Acer Taiwan, noted that both schools and teachers working on the education frontline need the assistance of AI software, and Acer's efforts in this space will provide a wider range of AI applications for the education market.

Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth" in 2027 and aims to catch up with peers in server scale and profitability.

Doosan Group has completed merger reviews in six countries for its acquisition of SK Siltron within about two months. The deal is valued at KRW2.3 trillion (US$1.73 billion). The key regulatory process finished ahead of expectations, potentially accelerating the transaction, industry sources said.

CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership and business ties involving a Shenzhen data center.

Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more than 15 years. The networking equipment giant now expects revenue from hyperscaler AI infrastructure to more than double this fiscal year, signalling a broader recovery in networking demand.