ida

The semiconductor research institution SemiAnalysis published a report regarding Jensen Huang's resignation, noting that although the board has appointed Colette Kress as interim CEO, they prefer that the formal CEO does not have a financial background, so they are still selecting a permanent CEO.Internal technical direction candidates include Ian Buck and Jonah Alben. Ian Buck founded CUDA during his PhD at Stanford and joined NVIDIA in 2004, responsible for the data center business; Jonah Alben joined in 1997 and is currently the Senior Vice President of GPU Engineering. Executives have stated, "Ian would rather die than take over Jensen's position," and "no one would really want that job." The report indicates that both are outstanding, but may not be able to exert the same supply chain management control as Jensen Huang.

According to Bloomberg, Nvidia is searching for a formal successor to CEO Jensen Huang. Following multiple revelations of Huang's extramarital affairs, the company has commissioned an external agency to identify potential candidates. Chief Financial Officer Colette Kress has taken over as interim CEO; she is the most well-known executive among investors after Huang. Bloomberg states that the board typically considers having the CFO take over to stabilize the situation, but financial executives are often viewed as transitional candidates in tech companies.Other potential candidates listed by Bloomberg include: Ian Buck, who is responsible for data center products and AI chips and invented the CUDA software framework; Rene Haas, who previously worked at Nvidia and now leads chip design company Arm; Lisa Su, who leads AMD and has seen AMD's stock price increase nearly 170 times during her tenure; and Johny Srouji, who leads Apple's in-house chip project.The list also includes Matt Garman, head of Amazon Web Services (AWS); Sanjay Mehrotra, chairman and CEO of Micron Technology, who has seen Micron's stock price increase over 2700% during his tenure; and Amin Vahdat, who is responsible for Google's TPU project. Bloomberg states that finding a suitable successor for this globally highest-valued chip manufacturer is not easy.

According to monitoring by Lookonchain, Gambler (0x01e2...e977) has been liquidated 6 times in the past 12 hours, with a total liquidation of 404.86 BTC, worth approximately 28.9 million USD.Currently, it still holds 143.84 BTC in long positions, worth approximately 10.2 million USD, with a new liquidation price of 70712.57 USD.

According to Coinglass data, if ETH breaks through 2,112 USD, the cumulative short liquidation intensity on mainstream CEX will reach 856 million USD. Conversely, if ETH falls below 1,913 USD, the cumulative long liquidation intensity on mainstream CEX will reach 601 million USD.

According to on-chain analyst Yu Jin's monitoring, a certain whale's long positions in BTC and ETH worth $493 million opened at the end of August have all been liquidated. One hour ago, the last long position worth $80.12 million was liquidated.This whale opened the position with a principal of $69.21 million and currently has $620,000 remaining, resulting in a loss of $68.59 million. At the time of opening, this whale went long on 1543.87 BTC and 115,470 ETH, with the BTC opening price at approximately $82,205 and the ETH opening price at approximately $2,604.The related addresses are a certain whale (0x6046...b21d), a certain whale (0x77dd...e0e9), a certain whale (0x0392...7d9), and a certain whale (0x799f...5f4c).

According to monitoring by Lookonchain, after the news of Jensen Huang stepping down as CEO of Nvidia was announced, a trader's long position in NVDA contracts was completely liquidated, involving 9,959 units, worth approximately 1.54 million dollars.

AI cloud computing company Nebius announced its third-quarter financial report, with revenue increasing by 571% year-on-year to $981 million, exceeding market expectations by about 8%; adjusted EBITDA reached $466 million, also higher than the expected $357 million. However, the company expects its full-year revenue for 2026 to fall at the lower end of the guidance range of $3 billion to $3.4 billion, below the market expectation of about $3.37 billion.What draws more market attention is that Nebius expects capital expenditures in 2027 to reach $40 billion to $45 billion, while providing a revenue outlook of $12 billion to $13 billion, approximately four times that of 2026. The company stated that customer prepayments and investment-grade contract asset-backed financing are expected to cover 75% to 85% of next year's capital expenditures, with the scale of prepayments expected to increase from about $10 billion this year to $17 billion to $20 billion.The company's CEO stated that since the third quarter, the total value of newly signed contracts has exceeded $12 billion, with Databricks, Datadog, Palantir, and Snowflake all signing multi-year agreements with the company for the first time. Despite significantly exceeding expectations, the full-year revenue guidance fell short of expectations, and the capital expenditure plan of up to $45 billion next year has raised market concerns about AI infrastructure expansion and financing pressures.

According to Polymarket data, in the "Next CEO of NVIDIA" prediction market, the probability of the "No Change" option for Jensen Huang has risen from 19% earlier today to 29%, ranking first. NVIDIA's Vice President of High-Performance Computing Ian Buck has dropped to second place with 25%, while Chief Financial Officer Colette Kress ranks third with 23.3%.According to the rules, "No Change" means that NVIDIA has not announced an official successor before 23:59 Eastern Time on December 31, 2028, and interim CEOs do not count. Therefore, even if Jensen Huang steps down, as long as NVIDIA appoints only an interim CEO within the deadline, this option can still prevail. The 29% is the implied probability of "no official successor announced," not the probability of Jensen Huang staying on in the short term.

According to Coinglass data, if BTC breaks through $77,108, the cumulative short liquidation intensity on major CEXs will reach $1.283 billion. Conversely, if BTC falls below $70,268, the cumulative long liquidation intensity on major CEXs will reach $1.185 billion.

According to a report by IT Home on November 12, the South Korean Ministry of Trade, Industry and Energy announced the country's edge AI semiconductor technology development project roadmap on the same day. The total amount of the project is 800.2 billion Korean won, which is approximately 3.993 billion Chinese yuan based on the reported exchange rate. The goal is to complete the development and verification of 10 AI chips by 2030.The roadmap shows that among these 10 chips, 3 are aimed at smart home appliances, with 1 each for autonomous driving, collaborative robots, humanoid robots, agricultural robots, and drones, along with advanced processes and extreme scenario projects. Foundries such as Samsung Electronics will prioritize allocating resources for multi-purpose wafer testing and tape-out to domestic projects, while IP companies will reduce the IP usage costs for Korean chip designers through flexible methods. Chip customers will also participate in the R&D process.

According to Jiemian News, Tongxin Intelligence has completed hundreds of millions in seed and angel round financing, with investors including Tsinghua Alumni Seed Fund, Beijing General Artificial Intelligence Research Institute, Songlin Technology, Pingzhi Information, Anwu Intelligence, and Yuzizhangquan.The funds from this round will mainly be used for core architecture design and research and development before chip tape-out. Tongxin Intelligence was founded in April 2026 by artificial intelligence scientist, president of Beijing General Artificial Intelligence Research Institute, and chair professor at Peking University and Tsinghua University, Zhu Songchun. Its first product is positioned to support AGI algorithm inference chips, aimed at applications such as large models, world models, and general intelligent agents, with plans to start FPGA prototype verification in early December this year.

This Friday, approximately $2.8 billion worth of BTC and ETH options will expire. Among them, about 34,000 BTC options will expire, with a Put/Call Ratio of 0.52 and a maximum pain point of $76,000, with a nominal value of about $2.48 billion; approximately 148,000 ETH options will expire, with a Put/Call Ratio of 1.55 and a maximum pain point of $2,200, with a nominal value of about $300 million.Affected by the aftermath of the Binance theft incident, the phased net outflow of ETF funds, and the U.S. CPI data exceeding expectations, BTC briefly dipped to the range of $72,700 to $73,300 this Monday and is currently still operating below the maximum pain point of $76,000. In terms of position structure, BTC call options dominate, but the put/call ratio in the last 24 hours rose to around 1.64, indicating a rise in short-term hedging and bearish demand; the ETH put/call ratio reached 1.55, reflecting stronger market defensive sentiment.Before the delivery, attention should be paid to whether BTC can recover near the maximum pain point of $76,000. If it is difficult to quickly reclaim the resistance at $80,000, one might consider risk protection through monthly out-of-the-money put options or bear spreads.

According to on-chain analyst Ai Yi's monitoring, the address 0xF25...5c62b deposited 4,114.5 ETH (8.46 million USD) to Kraken 10 hours ago, with a deposit price of 2,056.57 USD.This address has frequent interactions with block builders Titan builder, BeaverBuild, etc., and has already liquidated after this deposit.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was 290 million dollars, with long positions liquidated at 170 million dollars and short positions liquidated at 120 million dollars. Among them, Bitcoin long positions were liquidated at 26.889 million dollars, Bitcoin short positions were liquidated at 39.5768 million dollars, Ethereum long positions were liquidated at 22.6817 million dollars, and Ethereum short positions were liquidated at 21.4687 million dollars.

According to OnchainLens monitoring, trader AguilaTrades holds a short position in BTC worth approximately 19.91 million dollars on Hyperliquid, using 40x leverage, with a liquidation price about 0.44% away.The accompanying image shows that the position is approximately 268.453 BTC, with a liquidation price of 74,501.6 dollars; its most recent liquidation loss was about 50,900 dollars, and the account's cumulative profit and loss is a loss of approximately 39.09 million dollars.

According to Coinglass data, if ETH falls below 1,956 USD, the cumulative long liquidation intensity on mainstream CEX will reach 801 million USD. Conversely, if ETH breaks above 2,159 USD, the cumulative short liquidation intensity on mainstream CEX will reach 686 million USD.

According to Coinglass data, if BTC falls below $70,162, the cumulative long liquidation intensity on major CEXs will reach $1.62 billion. Conversely, if BTC breaks above $77,400, the cumulative short liquidation intensity on major CEXs will reach $1.421 billion.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was 717 million dollars, with long positions liquidated at 552 million dollars and short positions liquidated at 165 million dollars. Among them, Bitcoin long positions were liquidated at 168 million dollars, Bitcoin short positions were liquidated at 31.3211 million dollars, Ethereum long positions were liquidated at 183 million dollars, and Ethereum short positions were liquidated at 66.1432 million dollars.

AnomaPay disclosed on platform X that it has discovered an external security vulnerability in the RISC Zero proof system it uses, which may jeopardize user funds. To protect users and ensure the safety of funds, the risc0 validator behind Anoma has been suspended and will be upgraded by the RISC Zero team.AnomaPay stated that the funds deposited by users are safe, but they will be temporarily inaccessible until the Anoma protocol is upgraded to version V2, which includes the new security updates from RISC Zero. The upgrade is expected to take about two weeks. Although this downtime is not ideal, it is necessary to protect user funds. Users do not need to take any action; funds will be automatically migrated to V2 and access will be restored after the upgrade is completed.