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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
DIGITIMES Chairman urges Taiwan to become sovereign AI partner
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...
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
Acer targets education market with AI teaching assistants and agents
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,...
Friday 13 November 2026
LGES, Samsung SDI target 2Q27 LFP battery production for AI servers
LG Energy Solution (LGES) and Samsung SDI plan to begin mass production of lithium iron phosphate (LFP) batteries for AI servers in the second quarter of 2027, expanding the technology...
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
CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
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
Exclusive: Can quantum computers escape the laboratory? Aegiq reimagines computing's industrial future
Inside a refurbished industrial building in Sheffield, a quantum computing laboratory is preparing for a future that could transform how the world develops medicines, advanced materials,...
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
SpaceX-Tesla merger talks advance towards US$3.4 trillion deal, with China ties complicating approval
SpaceX and Tesla are advancing merger negotiations that could create a US$3.4 trillion conglomerate spanning electric vehicles, aerospace, and artificial intelligence, potentially...
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...