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Friday 13 November 2026
Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era
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...
Friday 13 November 2026
Chinese AI firms reportedly race for overseas compute, fear upcoming chip curbs amid Nvidia spy case
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...
Friday 13 November 2026
Intel forms 23-company Korean AI alliance as it pitches HBM-free inference GPU
Intel is courting South Korea's AI ecosystem on two fronts: a 23-company alliance built around Korean-made servers and an inference GPU that swaps costly high-bandwidth memory (HBM)...
Friday 13 November 2026
Reports emerge tying Alice Huang's business web to Huawei Cloud
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...
Friday 13 November 2026
Nvidia's 14-point GPU checks tighten AI server supply; full prepayment and 2027 price hikes loom
Nvidia CEO Jensen Huang has stepped down, while the US is preparing another round of tighter export controls on advanced AI chips. Industry sources expect Washington to extend its...
Friday 13 November 2026
Anthropic cuts CUDA migration costs, challenging Nvidia's platform moat
Is Nvidia's moat still intact? A slide in Anthropic's IPO filing has quickly sparked industry debate after revealing that Anthropic's Claude Mythos Preview model spent only about three...
Friday 13 November 2026
From personal scandal to national security probe: how Nvidia chips reached China's AI giants
A network of companies tied to Alice Huang, the alleged Chinese intelligence operative involved in a romantic relationship with former Nvidia CEO Jensen Huang, recently invested in...
Friday 13 November 2026
Malaysia probes possible Nvidia GPU re-exports to China, targets Megaspeed links with tighter data center rules
Malaysia is reviewing possible breaches of AI chip export restrictions involving Speedmatrix, a local subsidiary of Singapore-based Megaspeed International, while preparing legislation...
Friday 13 November 2026
Commentary: Can Nvidia's AI moat survive without Jensen Huang?
Under mounting pressure, Nvidia founder Jensen Huang has resigned as president, CEO, and board member, effective immediately. Executive vice president and chief financial officer Colette...
Friday 13 November 2026
Former Nvidia CEO Jensen Huang agrees to testify before Congress
Nvidia founder and former CEO Jensen Huang has agreed to appear before the US House of Representatives ahead of the holiday break, addressing export controls and related controversies...
Friday 13 November 2026
Singapore bars Alice Huang from reentry, says investigation into Megaspeed remains ongoing
Singapore said it independently investigated Hong Kong resident Alice Huang and Singapore-registered Megaspeed International over suspected false declarations involving servers exported...
Friday 13 November 2026
Lutnick's clash with Treasury over Nvidia chip curbs deepens as White House weighs his future
A dispute between Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent over how hard to police Nvidia chip shipments to China has moved to the center of Washington's...
Friday 13 November 2026
Remote access emerges as biggest gap in US chip controls as Congress and Commerce move to close it
The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers...
Friday 13 November 2026
Nvidia's roadmap is set through 2028, but its tempo, talent bench were built around Huang
Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes...
Friday 13 November 2026
AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO
Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...