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Saturday 7 November

Friday 6 November

China reportedly recruited AI exec to spy on Jensen Huang

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AI-generated summary China reportedly recruited Megaspeed executive Alice Huang to gather intelligence on Nvidia CEO Jensen Huang regarding American artificial intelligence chips. Three House committees requested that Jensen Huang appear for a joint briefing concerning his interactions with Alice Huang.

Also covered by Engadget news.bloomberglaw.com thehill.com axios.com www.nytimes.com aistockwire.com tftc.io Wccftech
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A Kitchen Slide Manufacturer Controls Up To 90 Percent Of The AI Server Market, Thanks To Precise Manufacturing Of Racks Housing Multi-Million GPU Clusters

AI-generated summary Taiwanese manufacturer King Slide Works commands an estimated 70 to 90 percent market share in precision slide rails used for high-end AI server racks. The company holds approximately 3,750 patents and has approved more than 600 million dollars in capital expenditure to build a new manufacturing plant.

NVIDIA GPUs Worth $11.4 Million Stolen From Oakland Fetch A Hefty Price Outside Of U.S. Says UC Berkeley Professor, “They Go For About 1 Million Or More Abroad”

AI-generated summary Pallets containing NVIDIA graphics hardware valued at $11.4 million disappeared while being transported to Texas data center facilities. UC Berkeley professor Olaf Groth states that stolen chips can sell for $1 million or more abroad due to high international demand.

Also covered by videocardz.com

TSMC rises on report of potential push into advanced memory for Nvidia By Investing.com

AI-generated summary Taiwan Semiconductor Manufacturing is evaluating an expansion into advanced memory chip production to capture a larger share of artificial intelligence infrastructure spending, according to a report from The Information. ADRs of TSMC surged 7.7% in early trading Friday as investors weighed the prospect of the foundry giant deepening its role in the critical AI hardware supply chain.

Also covered by bloomberg.com TNW | Artificial-intelligence Wccftech

Thursday 5 November

Meta Exec Says A Recently Elected, Data Center-Skeptic Democratic Governor Now Wants To Meet After Inauguration, As 22.5 GW Of Capacity Is Still Slated To Come Online Regardless Of Politics

AI-generated summary Meta says a newly elected Democratic governor who had previously criticized data centers has reached out for a meeting after their inauguration. Aterio reports that 22.5 GW of data center capacity is already at or above a 75 percent completion rate and will still come online.

Data Centers Aren’t Ready For The Next AI Bottleneck; Power Infrastructure, As NVIDIA’s Kyber Racks Could Require Electricity Usage Equivalent To 500 Homes

AI-generated summary Data centers and power infrastructure face a looming crisis as power density scales up for future artificial intelligence models. NVIDIA upcoming Kyber rack system will require 600kW of continuous electricity, which is equivalent to the power draw of about 500 average American households.

Wednesday 4 November

Voters across the country reject data centers • Stateline

AI-generated summary Thirty-three ballot measures that restrict data centers are available after being passed by voters or leading in ongoing vote counts late Tuesday evening. Residents in communities across the country pushed back on plans by tech companies to build data centers to power artificial intelligence platforms.

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+2 moreThe Japan Times www.inc.com