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The Marked Chart Wire · Tech and AI
HotNvidia China
An investigation indicates the Commerce Department licensed about 24 Chinese companies, including Baidu and Alibaba, to buy Nvidia H200 processors. Some approved buyers have links to blacklisted entities, yet current Chinese shipments remain under 1 percent of Nvidia's data-center revenue.
Part of a series: Nvidia China: the latest, in order
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HotNvidia
Nvidia CEO Jensen Huang is said to have disappeared from the speaker lineups at upcoming events hosted by Anthropic and ElevenLabs.
HotNvidia
Reports indicate a Megaspeed inquiry is underway alongside new robotic models and tools from Nvidia.
HotNvidia
Nvidia is said to have intervened to stop a US inquiry into the chip sector.
HotNvidia
Nvidia shares fell more than 8 percent on Monday as investors publicly supported CEO Jensen Huang amid a board investigation into his personal conduct. Dan Ives warned that a leadership change could disrupt the AI industry.
HotNvidia Espionage
Nvidia's board launched an investigation after US intelligence reportedly identified a Megaspeed executive as a Chinese intelligence recruit. The executive pitched a Southeast Asian AI project to investors using Nvidia chips and Alibaba financing.
HotNvidia
Melius Research says Nvidia rivals' market share gains are nearly impossible to predict as AI chip demand remains strong. The firm expects solid fiscal third-quarter results on November 17 and a congressional hearing on November 18.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.