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 writing the guarantees, investments, and capacity deals that helped its customers buy its chips, even as financial experts say the commitments already made pose limited systemic risk.

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, customers, and operations, while the bigger strategic call on who will set the company's technology direction has been deferred to a search that analysts expect to take months.

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 the leadership change creates uncertainty over Nvidia's longer-term direction, including products after Feynman, and whether a successor will maintain ties with Taiwan's local supply chain.

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 about the challenges facing quantum computing's transition into real-world applications, including cybersecurity, US-China geopolitical tensions, and talent shortages.

"If you want a future, you have to build it yourself."

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 models range from those with large-scale reasoning and coding capabilities to lightweight, offline-capable assistants, with implications for data sovereignty, public services, enterprise deployment, and access in low-connectivity environments.

Pegatron's third-quarter operating profit jumped 149.7% from a year earlier to NT$8.04 billion (approx. US$244 million), as stronger server and smartphone shipments lifted revenue by more than 50%, the Taiwanese contract electronics manufacturer said on November 12.

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 also forecasts another growth year in 2027, planning capital expenditure (capex) of NT$40 billion (US$1.21 billion) to NT$45 billion, although it says spending will begin to moderate.

Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue and grow severalfold in 2027. Its portfolio spans Nvidia's GB series and HGX platforms, as well as custom ASIC servers, while shipments of next-generation Vera Rubin systems are expected to begin in the first half of 2027.

Several Chinese universities, including Northwestern Polytechnical University, one of China's "Seven Sons of National Defense," have successfully obtained Nvidia chips despite US export controls, according to Reuters. Procurement records show the university purchased two Nvidia H200 chips for CNY875,000 (approximately US$177,629) through a domestic supplier rather than directly from Nvidia.

Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer for the AI Factory business it is developing with Nvidia and Brookfield.