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Latest news and trends for industry
06
Nov
US lawmakers request briefing with Nvidia’s Jensen Huang on dealings with Megaspeed executive
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Posted by
jeff
Three US lawmakers asked Nvidia CEO Jensen Huang to attend a closed-door meeting to discuss his interactions with former Megaspeed executive Alice Huang. The request followed recent reports alleging that Alice Huang had fed intelligence to the Chinese government and had developed a “close relationship” with Jensen Huang.
06
Nov
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
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Posted by
jeff
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects after Democratic candidates won or secured reelection, according to Bloomberg. Taiwan suppliers are watching closely as some projects could be paused, while Nvidia’s upcoming earnings call is expected to provide clues on AI infrastructure demand.
06
Nov
Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds
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Posted by
jeff
Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would exploit a loophole in American law that currently does not restrict cloud service providers (CSPs) from selling compute to Chinese companies.
06
Nov
YMTC targets up to 70% Chinese tools for new NAND fab
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Posted by
jeff
China’s Yangtze Memory Technologies (YMTC) plans to source as much as 70% of the manufacturing equipment for its fourth NAND flash factory from domestic suppliers, a substantial increase over the share at its existing operations as the company expands into advanced memory for AI and data centers.
06
Nov
Democrats constrain Trump as scarce AI capacity benefits CSPs
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Posted by
jeff
Democrats swept the US midterm elections, reshaping the global technology and industrial landscape. Their victories in key gubernatorial races, including in Texas and Georgia, have raised concerns about AI infrastructure expansion after some winning candidates explicitly pledged to pause data-center development.
06
Nov
Taiwan Mobile clears Systex tender offer, securing 61.02% ownership
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Posted by
jeff
Taiwan Mobile said its wholly owned subsidiary, Taiwan Cellular, had satisfied all conditions for its tender offer for Systex Corporation shares, clearing the way for the telecom operator to raise its stake in the information-services provider to 61.02%. The announcement was made on November 6 as the companies moved to expand their enterprise technology businesses through cross-selling, artificial intelligence (AI) and regional growth.