Shares of Nvidia's major Taiwanese manufacturing partners rose on Monday despite mounting concerns over CEO Jensen Huang's future, suggesting that investors have yet to price in significant disruption to the AI chipmaker's supply chain.

SK Group chairman Chey Tae-won has defended Samsung and SK's combined KRW4,755 trillion (approx. US$3.52 trillion) investment plans, arguing that South Korea cannot keep pace in the global artificial intelligence (AI) race without committing unprecedented amounts of capital.

King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping the value of semiconductor testing. He also warned that demand can become increasingly distorted as it moves through the AI supply chain, making actual end-market demand difficult to assess.

On November 7, local US time, Elon Musk appeared remotely at the 33rd Baron Investment Conference in New York. During an hour-long conversation with Baron Capital founder Ron Baron, Musk repeatedly framed space-based computing power as a strategic asset.

Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural processing units (NPUs), bringing Korean-designed accelerators into Nvidia's data center infrastructure.

Anthropic has committed US$3.4 billion to acquire 1.7 GW of heavy-duty gas-fired generators, along with the engineering and construction services needed to install them, marking the largest single power-equipment purchase by an AI company.

Texas' incoming Democratic governor, Gina Hinojosa, plans to reassess the state's partnerships with the technology sector and strengthen oversight of data-center expansion, potentially reshaping policy for AI data centers and major technology companies. She also said any cooperation with Elon Musk and his companies must prioritize the interests of Texas residents.

Washington's case for letting Nvidia sell H200 chips to China rested on case-by-case national-security screening. A New York Times investigation published on November 7 suggests that the screening cleared companies whose listed offices stood empty and whose owners have ties to firms on the US trade blacklist. The findings sharpen doubts over whether the licensing channel can keep advanced AI hardware away from restricted entities.

Nvidia is pitching South Korea's factories as the proving ground for robots trained in simulation. At its AI Day Seoul 2026 event on November 9, the company detailed physical AI projects with Hyundai Motor Group, Doosan Robotics, LG Electronics, and SK Hynix, and signed an autonomous driving agreement with Kakao Mobility, even as a controversy surrounding chief executive Jensen Huang hung over the gathering.

DeepSeek said its open-source AI agent framework, DeepSeek Harness, had 1.54 million daily active users as of November 4, more than quadrupling in less than three months. The company also plans to launch an official plugin marketplace to expand its developer ecosystem.

Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite a weeklong holiday in China and some customers pulling shipments forward into September. Revenue for the first 10 months of 2025 reached NT$14.621 billion, up 32.17% year-over-year.