According to a Financial Times report, Nvidia has told data center operators worldwide that Chinese clients must not exceed 49% of their total business, with the remaining 51% required to come from non-Chinese customers. The policy reportedly applies only to new and future contracts, not existing hardware leasing deals, and was communicated informally through Nvidia's sales and regional teams rather than official documentation. Nvidia said in a statement that U.S. policy encourages cloud providers to build on American infrastructure while serving customers globally.
tomshardware.com
· 2026-11-03
AI creator Nick Saraev reported that Amazon shut down his account after he attempted to order seven Nvidia DGX Spark mini-PCs, with four orders canceled and no charges applied. Amazon's email cited a prior verification process but gave no specific reason for the closure. Epic Games CEO Tim Sweeney separately said Amazon kept accepting his orders for two Nvidia GPUs, only to cancel them shortly before delivery.
tomshardware.com
· 2026-11-03
Revolut has migrated roughly 2,000 engineers to a self-hosted GLM model for coding, running it on 56 Nvidia B200 GPUs, according to David Abitbol, who leads AI operations at the company. Claude Code and Codex, previously the default tools from Anthropic and OpenAI, have been moved to an exception list, with Abitbol citing a blended cost of about 30 cents per million tokens, roughly a tenth of prior spend.
twitter.com
· 2026-11-03
Chinese supply chain outlet ChannelGate reports that some board makers have exhausted RTX 50-series stock, while others ship remaining units in small batches at higher prices. To keep distributors supplied, manufacturers are redirecting them toward older cards like the RTX 3060 (12GB and 8GB), RTX 3050, and some unnamed AMD Radeon models.
techspot.com
· 2026-11-03
Nvidia has launched Auto Ontology, an open-source library under the Apache License 2.0 that builds a context layer from enterprise metadata to help AI agents interpret data accurately. The tool reconciles differing data definitions across systems, generates knowledge graphs, and translates natural-language questions into SQL queries using NVIDIA NIM. It exposes this context to agent frameworks via MCP, CLI, and API, and is not currently accepting external contributions.
github.com
· 2026-11-03
Intel stock dropped roughly 9% on Monday, extending losses after its worst trading day since 1974 last week, leaving the chipmaker worth less than half its late-September value. Memory and storage names including Micron, Sandisk, Seagate and Western Digital fell 6-8%, while Marvell dropped sharply even as it announced a $115 billion deal to acquire Lumentum. Chip and memory stocks have collectively lost about $3.7 trillion in market value since October 6, according to Yahoo Finance calculations, though Nvidia has held up comparatively well.
finance.yahoo.com
· 2026-11-03
A new open-source project offers a curated reference for NVIDIA V100 SXM2 module carrier boards, documenting 800 canonical contacts across two connectors along with NVLink connection tables for two- and four-GPU configurations. The release includes KiCad starter files, schematic PDFs and a standalone workbook, built by compiling and reconciling previously scattered reverse-engineered data rather than original hardware research.
github.com
· 2026-11-02
Intel's stock suffered its worst monthly drop on record in October, down 45%, after the company warned quarterly revenue could fall $1 billion to $2 billion short of analyst estimates. CEO Lip-Bu Tan cited a weakening PC market, with rising memory and component costs discouraging consumer upgrades, while Intel's foundry business still lacks a marquee external customer for its most advanced chips. The stock fell another 8% on Monday following a 29% single-day drop, its worst since the 1970s.
cnbc.com
· 2026-11-02
Marvell has agreed to acquire optical chip and networking equipment maker Lumentum in an all-stock transaction valued at $115 billion including debt, with an equity value of roughly $80 billion. Under the terms, Marvell will exchange 4.5 shares of its stock for each Lumentum share, with the deal expected to close in the first half of 2028 pending shareholder and regulatory approval.
techcrunch.com
· 2026-11-02
NVIDIA has notified Brev cloud platform customers of a security incident involving unauthorized activity between October 4 and October 20. The company said SSH keys stored on the platform may have been exposed to attackers, and it has since rotated the affected keys and updated customer virtual machines with new ones. NVIDIA says it found no evidence the compromised keys were misused.
tomshardware.com
· 2026-11-02
The Wall Street Journal reports that major AI companies are investing in smaller startups that use the same funds to buy services back from those large firms, creating interlinked financial dependencies. The report notes Alphabet recently suffered its largest-ever single drop in market value, wiping out more than half a trillion dollars, while data-center operator CoreWeave has also seen declining shares over recent months.
futurism.com
· 2026-11-02
The latest monthly GPU pricing survey across 10 countries shows graphics card prices climbing for another consecutive month, following a 7% month-over-month jump reported in September. Entry-level cards like the GeForce RTX 5050 saw steep increases in the US, rising from a $310 starting price to $420, while high-end RTX 5090 availability remains severely limited, pushing the RTX 5080 into the role of Nvidia's effective top gaming card.
techspot.com
· 2026-11-02
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