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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
Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales
Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...
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
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...
Friday 13 November 2026
Huang's exit leaves Nvidia's role as the AI industry's financier without its dealmaker
Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep...
Friday 13 November 2026
Nvidia's interim CEO Colette Kress signals stability first as board weighs future after Huang
By handing the top job to its chief financial officer rather than an engineer, Nvidia's board has signaled that its priority after Jensen Huang's abrupt exit is to steady investors,...
Friday 13 November 2026
Analysis: Nvidia's leadership change leaves Taiwan suppliers confident in near-term demand
Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say...
Friday 13 November 2026
Quantum computing faces security, geopolitical, talent hurdles
The 2026 UK National Quantum Technologies Showcase recently concluded in London, where the DIGITIMES team interviewed experts from the UK's industry, academia, and research sectors...
Friday 13 November 2026
Inside Y Combinator's Taipei debut: lessons from the accelerator's first Startup School in Asia
"If you want a future, you have to build it yourself."
Friday 13 November 2026
India unveils indigenous AI models under IndiaAI Mission
India's release of the EKA-1, Dhīr 2B, and Dhīr 5B foundation models highlights a public-backed effort to develop multilingual AI for domestic and international use. The...
Friday 13 November 2026
Analysis: Relationships built on Jensen Huang's personal ties now face test
The controversy surrounding Nvidia CEO Jensen Huang has grown from a personal dispute into a broader question about corporate governance, succession planning, and the shifting power...
Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...