NVIDIA · Wed 11 Nov

Nvidia designs graphics processing units and networking hardware used to train and run artificial intelligence models, alongside the software frameworks built around them. Truncated covers its hardware releases, data center partnerships, regulatory policies and financial results.

Yesterday · Wed 11 Nov

From smuggling indictment to 48% rebound: the Super Micro playbook Nvidia bulls are watching

AI-generated summary The Wall Street Journal suggests that Super Micro Computer offers a parallel for Nvidia investors watching shares react to leadership turmoil. Super Micro Computer recovered after federal prosecutors unsealed an indictment charging co-founder Yih-Shyan Wally Liaw and two others with conspiring to divert about $2.5 billion of servers containing restricted Nvidia chips to China.

Nasdaq futures drop 0.8% as WSJ says Nvidia board is preparing to oust CEO Huang

AI-generated summary US equity index futures fell after The Wall Street Journal reported that Nvidia board members are preparing to oust chief executive Jensen Huang. Nvidia shares dropped around 4.5% in after-hours trading following the reports about Huang and his relationships.

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Jensen Huang affair in D.C.: Resignation calls and moves to tighten Nvidia China exports

AI-generated summary Nvidia faces upcoming congressional investigations concerning its exports to China and the relationship between Jensen Huang and a suspected spy for China's intelligence service. Lawmakers are pushing to include measures such as the AI Overwatch Act in the National Defense Authorization Act to tighten export controls on advanced AI chips.

Also covered by The Japan Times Financial Times Kotaku
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Lutnick stalls Trump’s third Nvidia chip diversion crackdown this year, Axios says

AI-generated summary US Commerce Secretary Howard Lutnick has reportedly held up President Donald Trump’s third crackdown this year on companies suspected of diverting Nvidia AI chips to China, according to Axios. The report highlights a split within the administration regarding export controls, while Nvidia is also facing a separate board probe and a requested House briefing.

Hugging Face appears to be hosting a load of models that could be used for cyber attacks

AI-generated summary Hugging Face hosts thousands of open source AI models with safety filters and guardrails removed, raising questions about platform policies following its purchase by Nvidia. CrowdStrike CEO George Kurtz says that frontier capability is available to anyone with no guardrails, while researchers debate the risks and legitimate uses of such unrestricted models.

GIGABYTE Debuts AI TOP AERO With NVIDIA RTX Spark Inside An Ultra-Compact Chassis With Up To 128 GB Unified Memory And 4 TB Gen 5 SSD

AI-generated summary GIGABYTE has introduced the AI TOP AERO compact personal AI studio featuring the NVIDIA RTX Spark N1X Superchip within a one-liter chassis. The system includes up to 128 GB of unified memory and a 4 TB PCIe Gen 5.0 SSD, while pricing and availability have not been disclosed.

Also covered by videocardz.com

Trump Officials Clashed Over Firm at Heart of Nvidia Affair

AI-generated summary Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick regarding a Singaporean firm central to revelations about Chinese spying on Nvidia and questioned why sales of advanced artificial intelligence chips had not been banned. The internal debate intensified following acknowledgments by Nvidia chief executive Jensen Huang regarding an affair with a woman identified by intelligence as a Chinese spy who helped lead the data center company Megaspeed.

Also covered by www.axios.com semafor.com

Senate Banking Republican calls on Nvidia CEO to resign

AI-generated summary North Dakota Senator Kevin Cramer and former National Economic Council director Larry Kudlow urged Nvidia chief executive officer Jensen Huang to resign from his position. The calls follow a report that U.S. officials determined a businesswoman associated with Megaspeed who had a close relationship with Huang was a suspected Chinese intelligence asset.

Also covered by The Hill Futurism