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On November 13, the 100% stablecoin-based exchange UXUY, incubated by Binance Labs and invested by YZi Labs, announced that its App's latest version v2.0.7 has officially launched the Social Trading v1 section, further connecting AI hotspot discovery, opinion exchange, and trading operations.In the UXUY App, the earnings leaderboard covers 7 days, 30 days, and all periods, allowing users to view traders' profit performance and review their opinions and judgment basis at the time of buying and selling, summarizing experiences based on trading results to optimize their own trading strategies. AI insights automatically filter popular tokens and push relevant social hotspot information in real-time, enabling users to publish text or voice opinions around related tokens, exchange market judgments, and complete transactions with one click. The personal homepage supports a centralized display of positions, profit and loss performance, and holding opinions, making it convenient for users to share asset allocation and holding logic.UXUY founder Kevin stated, "We are helping more users understand on-chain trading, understanding the decision-making logic of top traders through real holdings and opinions, lowering the understanding and participation threshold for on-chain trading. At the same time, we are also leveraging AI to filter truly useful market information for users, discover potential profit opportunities, and provide assistance for asset research and trading judgments."

According to a report released by ChannelGate, a public account under BoBanTang, starting from the fourth quarter of 2026, AMD's supply of gaming graphics cards for the Chinese market will decrease by approximately 20% to 50%, and the supply tightness may continue until January next year. The report states that the number of GPUs that AMD's authorized graphics card partners can obtain each month is also decreasing, with specific supply quantities being uncertain.The related news involves AMD's supply arrangements for gaming graphics cards in the Chinese region for the fourth quarter of 2026. Starting in October, the AMD chips available to relevant graphics card manufacturers have significantly contracted, and the specific number of chips they can obtain each month is unstable. Channel sources also indicate that the scarcity of AMD graphics cards may be approaching that of NVIDIA graphics cards, with some graphics card manufacturers receiving very limited quantities of gaming GPUs.Manufacturers such as ASUS, Sapphire, and ASRock need to obtain GPU chips, along with memory, circuit boards, and coolers to produce retail graphics cards. In addition to chip supply, there have been previous reports in the industry chain that AMD may adjust the supply prices to partners based on the costs of GPU chips and memory kits. The final retail price of graphics cards is also influenced by manufacturers' inventory, specific models, channel pricing, and market demand.

Some NVIDIA employees are calling for former CEO Jensen Huang to return. A long-serving engineer submitted feedback through the company's internal suggestion channel before Jensen Huang's resignation, requesting the board to consider employee sentiments before taking action and to publish the survey results, formally soliciting employee opinions on Jensen Huang continuing as CEO. This matter has accumulated over 1,600 comments, the majority of which support Jensen Huang's reinstatement. Another employee sent an email to the entire company, requesting increased transparency regarding Jensen Huang's departure.Jensen Huang has led the company since NVIDIA's founding in 1993. In an email sent to employees on Sunday, he admitted to infidelity and stated that there were "no excuses." The board announced his resignation on Thursday morning, following media reports alleging that he had an extramarital affair with a direct subordinate; Reuters subsequently reported that he was also alleged to have had an affair with another NVIDIA employee. Jensen Huang has not responded to related reports since the Sunday email. The board has appointed Chief Financial Officer Colette Kress as interim CEO and appointed former Synopsys CEO Harvey Jones as chairman.

According to an analysis released by Unemployment Labs on November 12, 2026, researchers conducted forensic-level tracing of publicly available model weights and found that six recently released AI models from DeepSeek, Moonshot AI, MiniMax, and Ant Group contain digital fingerprints matching the NVIDIA Blackwell architecture.The study indicates that these models used high-end hardware subject to U.S. export controls during the initialization phase. Although this fingerprinting technology cannot track the specific location or acquisition method of the chips, nor can it prove whether export rules have been violated, the technical evidence suggests that these leading Chinese AI developers have begun utilizing the Blackwell architecture for model training. Researchers ruled out the possibility of other hardware and noted that this analytical method has been validated against known model training hardware.

On November 12, the semiconductor company AMD's official account posted a message congratulating Chairwoman and CEO Lisa Su for receiving the annual CEO title awarded by Yahoo Finance. AMD stated that the title of annual CEO sounds great and congratulated Lisa Su, noting that the recognition comes from Yahoo Finance. Lisa Su has served as CEO of AMD since 2014 and currently also holds the position of Chairwoman. Yahoo Finance Executive Editor Brian Sozzi announced the award on the same day.Yahoo Finance reported that AMD's stock price has risen 158% this year, while Nvidia has dropped 7%, Broadcom has fallen by less than 1%, the S&P 500 index has increased by 11%, and the Nasdaq Composite index has risen by 10%. Yahoo Finance also mentioned that Lisa Su received the National Medal of Science awarded by U.S. President Trump this year and participated in several high-profile international conferences. Lisa Su stated on Yahoo Finance Invest that joining AMD was a desire to be part of a company at the forefront of technology and believes that technology can bring tremendous benefits to the economy and the world.Yahoo Finance reported that AMD acquired World Labs for $8.2 billion. World Labs was founded in 2024, focusing on 3D environment software, and was established by AI researcher Fei-Fei Li, who previously served as Chief Scientist at Google Cloud. Yahoo Finance stated that Fei-Fei Li will join AMD as Executive Vice President and Chief Scientist, reporting directly to Lisa Su. Yahoo Finance also noted that Lisa Su joined AMD as an executive in 2012 when the company was on the verge of bankruptcy.

The official website of NVIDIA has updated the management profile page, with interim CEO Colette Kress listed first, while Jensen Huang is placed in the "Founder" section.Jensen Huang's personal profile page has also been updated, mentioning that he founded NVIDIA in 1993 and previously served as the president and CEO of NVIDIA, as well as a board member.

According to Bloomberg, informed sources say that Samsung Electronics is in talks to acquire the U.S.-listed data center cooling system manufacturer Modine Manufacturing. The two parties are discussing a potential deal that could be reached in the coming weeks. No final decision has been made yet, and negotiations could still break down or other bidders may emerge.Modine was founded in 1916 and primarily develops thermal management systems. As of Thursday, the company's market value was approximately $5.6 billion. Following the announcement of the acquisition talks, Modine's stock price rose about 29% in after-hours trading.

On November 12, Gate founder and CEO Dr. Han was invited to speak at the Oxford Union, delivering a keynote speech titled "Start Alone," reflecting on his 13 years of entrepreneurial journey since founding Gate alone in 2013. He shared experiences and thoughts on entrepreneurial resilience, rapid innovation, team building, and opportunities for entrepreneurship in the AI era.Dr. Han stated that the founding of Gate stemmed from his early experiences of losses incurred through trading on online forums. To create a more trustworthy digital asset trading platform, he started his business alone without external venture capital support. Since then, Gate has experienced multiple industry fluctuations and significant business challenges, gradually growing through continuous innovation and adjustments. He emphasized that maintaining a strong long-term belief, quickly seizing new opportunities, and continuously improving innovation and execution efficiency are crucial factors for companies to face challenges and achieve long-term development.Regarding the AI era, Dr. Han proposed the "Boss + AI" model, pointing out that AI can significantly enhance information acquisition, knowledge learning, and daily work efficiency, empowering individual entrepreneurs with stronger execution capabilities. At the same time, he emphasized that "Start Alone" does not mean always going it alone; entrepreneurs must have the courage to take the first step independently while also seeking suitable partners and team members during the development process. Through this keynote speech at the Oxford Union, Dr. Han brought Gate's 13 years of entrepreneurial journey into a broader industry discussion and, drawing from years of personal practice, provided insights and inspiration for a new generation of entrepreneurs.

The knowledge management application Notion has released an announcement acknowledging that some users' AI chat records have been leaked. The company stated that the affected workspaces account for less than 1% of all workspaces and is currently notifying the affected users. If users have provided their account, password, or credentials to the AI, Notion recommends treating them as compromised, immediately checking the login records of the relevant accounts, and changing passwords or credentials.The source of this incident is a hacker attack on the service provider Fireworks. Notion uses Fireworks AI to process data for a feature called Insights, which helps workspace administrators understand how team members are using AI. To generate this analytical data, Notion sends the saved AI conversation content to Fireworks for processing. Fireworks has also served as the inference service provider for some open-weight models in Notion's products.Notion stated that the potentially leaked data mainly consists of user chat records, including the chat content input by users and the replies given by the AI. The announcement explained that some users may have sent their account, password, or various credentials to the model while using AI. Notion advises the relevant users to immediately change these passwords or credentials and check for any unusual activity in their account login records.

MARA Holdings CEO Fred Thiel stated to shareholders that Bitcoin mining remains the core business of the company. Bitdeer Chief Strategy Officer Haris Basit mentioned that the company does not wish to rely on any single market cycle. Amid the sell-off of artificial intelligence stocks, some large Bitcoin mining companies that had previously shifted towards AI infrastructure are re-emphasizing their cryptocurrency business.After the Bitcoin halving in 2024, mining profit margins are being squeezed, and several mining companies are expanding their business into AI infrastructure. Recently, IREN and CoreWeave's stock prices have plummeted, with CoreWeave's bond yields reaching junk bond levels, and Bitcoin prices have also fallen from the historical high set in October 2025.

According to Bitget market data, Hong Kong stocks in artificial intelligence fluctuated lower, with Shenghong Technology (02476.HK) down 8.63%, Zhipu (02513.HK) down 7.09%, MINIMAX-W (00100.HK) down 4.76%, and Changfei Optical Fiber Cable (06869.HK) down 3.56%.

According to a report by Sina Finance, this summer, Nvidia founder Jensen Huang convened a meeting with core financial executives to assess the risks associated with providing billions of dollars in guarantees to companies that cannot afford chips. During the meeting, Huang harshly criticized the interim CEO Colette Kress, who has taken over the leadership of Nvidia.An insider stated that when Kress was reporting, Huang interrupted her, saying she looked like "a deer caught in headlights," and commented that she was merely a "CFO focused on accounting," unable to help define strategy or make critical decisions. The report indicated that many related transactions were led by Huang's son-in-law Nico Caprez, aimed at providing financing to emerging cloud vendors and data center developers in exchange for long-term chip customers. After initiating a round of large-scale transaction expansion, Huang himself began to question whether the steps taken were too large. The meeting took place in August.

In the Huang Renxun incident, the involved company Megaspeed International officially announced that it attaches great importance to complying with U.S. export control laws, stating that compliance is the company's top priority, and it is committed to constructive and transparent cooperation with the U.S. government.Megaspeed has cooperated with the U.S. Department of Commerce's Bureau of Industry and Security (BIS) inspections and is ready to fully cooperate with other relevant U.S. government agencies at any time. To further strengthen its compliance commitment, Megaspeed has hired a well-known U.S. law firm to lead a comprehensive inventory of the company's graphics processing units (GPUs) and independently verify the company's export control compliance practices. Megaspeed stated that it welcomes appropriate government oversight and will demonstrate through concrete actions that the company operates in a responsible and transparent manner while complying with applicable U.S. laws.Megaspeed is a cloud computing and data center company registered in Singapore and is an important customer of NVIDIA. The New York Times previously cited trade data reporting that from June 2024 to February 2026, Megaspeed's affiliated company in Malaysia procured advanced AI servers and other equipment, including NVIDIA chips and related products. Huang Le previously served as the CEO and chairman of the board of Megaspeed and is one of the main controllers; she has appeared alongside Huang Renxun multiple times at public business events.

According to GMGN data, the top 5 tokens with net inflow in the past 24 hours are as follows:FOOD (FTu5....ump): Net inflow of $4,000, with a 24-hour increase of 19351.5%, currently priced at $0.0005.DacityCoin (4rYs....ump): Net inflow of $1,000, with a 24-hour decrease of -41.3%, currently priced at $0.0003.SPCX (SPCX....mGb): Net inflow of $939, with a 24-hour increase of 0.3%, currently priced at $140.995.THRONG (FQbU....ump): Net inflow of $791, with a 24-hour increase of 9077.3%, currently priced at $0.0003.Biberty (ArvN....ump): Net inflow of $729, with a 24-hour increase of 3.2%, currently priced at $0.0001.

According to foreign media reports, on November 12 local time, NVIDIA CEO Jensen Huang will lose approximately $108 million in unvested equity awards after his departure. According to the Bloomberg Billionaires Index, this award accounts for about 0.07% of his personal net worth.The report pointed out that according to NVIDIA's equity compensation policy, unvested restricted stock units will be forfeited when executives leave. Jensen Huang currently holds about 346,000 such units.

During an interview at the White House on Thursday, U.S. President Trump disclosed details of a private conversation with Jensen Huang for the first time, stating that Huang had proactively called to discuss the recent scandal and the harm it caused to his family. Trump mentioned that Huang is currently experiencing "hellish torment," and what saddens him the most is that his wife and family have been hurt. Trump stated that Huang's achievements are incredible and believes he will ultimately be able to stand up again.According to a previous report by The New York Times, Trump had called Huang before his resignation, urging him to fight to keep his CEO position, but Huang ultimately chose to resign. In addition, Trump also named former Apple CEO Tim Cook on social media, stating that he is the only suitable candidate to succeed Huang, describing the idea as "legend replacing legend." Cook stepped down as Apple CEO in September this year and currently serves as the company's executive chairman.

DeFi Technologies, a digital asset financial services company (NASDAQ: DEFT), announced its Q3 2026 financial report on November 12, with quarterly revenue of $18.3 million, a decrease of approximately 18% compared to $22.3 million in the same period last year; operating profit was $7 million, and net profit reached $22.3 million, with significant contributions to profit from trading gains and investment revaluation.Its subsidiary, Valour, a digital asset investment product issuer, achieved a net inflow of $26.1 million in Q3, with total management fees, staking, and lending income of $3.8 million. As of the end of September, Valour's assets under management reached $643.7 million, an increase of approximately 62% compared to the end of Q2. The company held approximately $159 million in cash, digital assets, and other investments as of the end of September, with digital asset reserves valued at approximately $48.2 million.

According to reports from Xinhua News Agency citing American media, senior Democratic Party officials in Congress have confirmed that after the Democratic Party officially takes control of Congress in January next year, several senior officials from the Trump administration, including Secretary of State Rubio, may become targets of investigations and impeachment.Senior Democratic members of the House of Representatives and the Senate have stated that they are considering launching investigations and holding congressional hearings, potentially initiating impeachment proceedings, with targets including Secretary of State Rubio, Secretary of Commerce Howard Lutnick, White House Chief of Staff Stephen Miller, and Border Affairs Director Tom Homan. Reports indicate that although the impeachment attempt against Secretary of Defense Hegseth was unsuccessful this week, the Democratic Party's oversight investigation plans extend far beyond just him.

On November 13, at the Semiconductor Manufacturing International Corporation's Q3 2026 earnings conference, Co-CEO Zhao Haijun stated that the development of AI is currently flourishing, and the demand for computing power exceeds supply. The industry consensus believes that 2027 will be a year of significant shortage in semiconductor foundry capacity, with shortages expected to continue until mid to late 2028.Zhao Haijun pointed out that after mid-2028, the demand for memory related to AI may reach a basic supply-demand balance, but computing power and other supporting chips may still be in short supply. From the perspective of specific wafer revenue, the demand for mobile phones and mid-to-low-end consumer products is weakening, and it may continue to decline in the future.