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SpaceX plans to invest over 24 billion dollars in the Rio Grande Valley for the construction of new supercomputing infrastructure.

According to Gate market data, Supermicro Computer (SMCI.O) stock price fell by 11%, likely marking the worst single-day performance since June.

On November 12, at the 23rd China International Semiconductor Expo (IC China 2026), Luo Xiaodong, Vice President of Changxin Technology, stated that due to the surge in global computing power demand, the computing power super cycle is entering a new "layered era."Luo Xiaodong pointed out that this layering is first reflected in the growth differentiation of segmented markets. Currently, the server market demand accounts for over 50%, prioritizing high-value scenarios such as AI large models and intelligent computing centers; the automotive market is expected to have a compound annual growth rate of about 30% by 2030; the penetration of AI functions in consumer electronics markets such as mobile phones and PCs is accelerating, but still exhibits significant cyclical volatility characteristics.

According to CoinPost, Super League Enterprise, which is about to be acquired by Metaplanet, disclosed on November 9 that it has purchased an additional 16 bitcoins.

On November 12, at the Baidu World 2026 Conference, Baidu released the Tianchi 1024 card super node, which is planned to be launched next year. This super node uses optical engine technology to achieve full optical interconnection, supports collaboration of 1024 cards, with inter-card bandwidth increased by 3 times compared to the previous generation, training performance improved by 2.5 times, and inference performance enhanced by 3 times.The accompanying G3.5 KV Cache video memory acceleration cabinet can double the long context inference performance, reduce the first token waiting time by 90% in multi-turn dialogue scenarios, and increase overall throughput by 7 times. A single super node can support the training of large models with 50 trillion parameters, and can be scaled up to a cluster of 500,000 cards.This product was originally scheduled for release in 2028, but this announcement has moved the timeline forward by a year. On the same day, Baidu founder Robin Li revealed that the flagship Kunlun chip model M300 will also be launched next year.

Former Superstate engineering head Jon Walch tweeted that his new company Offworld Privacy will bring privacy cryptocurrencies like Zcash to private DeFi on Helius Privacy and Aztec Network. The first products include a trust-minimized shielded Zcash bridge and a private lending protocol.

Elon Musk stated that the Starship Super Heavy rocket booster has been moved to the launch pad.

According to a report by the Korean News Agency, Shin Eun-seop, the director of the Electronic Financial Inspection Bureau of the Financial Supervisory Service of Korea, stated at a discussion held at the Financial Investment Education Institute in Yeouido, Seoul, that if stablecoins are used as a means of electronic payment, it is inevitable that the Electronic Financial Transactions Act will apply from the perspective of fairness with existing electronic payment methods, user protection, and payment settlement stability.

Bitcoin Treasuries posted on platform X that Super League, a subsidiary of Metaplanet in the United States, purchased an additional 16 BTC before the transaction was completed, bringing the total to 31 BTC. Metaplanet will soon gain access to capital markets on two continents.

Elon Musk stated that SpaceX will attempt to recover the "Super Heavy" booster and the "Starship" in the next flight. If both are successfully recovered, it will be the first time that all components of an orbital rocket return to Earth intact.

Former President Donald Trump stated on Truth Social that as president, he is 100% supportive of superintelligence and will collaborate with several states in the U.S. that hope to get rich from it.Trump compared superintelligence to a gold mine, saying that only foolish leadership would reject the wealth it brings.

According to the latest global storage market tracking report for the third quarter of 2026 released by market research firm Counterpoint Research, driven by strong demand for AI accelerators and data centers, as well as rising prices, DRAM revenue in the third quarter of 2026 increased nearly fivefold year-on-year.The agency stated that the current market is in a price-driven super cycle rather than a shipment-driven cycle. This quarter, DRAM bit shipments grew by only about 4%, but market revenue has approached $200 billion, approximately five times that of the same period last year.The report noted that AI has transformed storage from a commodity into a scarce high-value resource, with buyers now competing for supply assurance rather than repeatedly negotiating on price. With prices continuing to rise, suppliers are expected to set new profit records in the next quarter.

The U.S. Department of Justice announced the establishment of the "Superintelligence" Special Task Force (DOJ-SITF), led by Deputy Attorney General Stanley Woodward and Deputy Deputy Attorney General Stephen Weiss, specifically to oversee the misuse of advanced artificial intelligence. The task force's established mission is to ensure that the United States' leading position in the "superintelligence" field is not undermined by criminals, targeting foreign governments and their agents, transnational crime organizations, as well as businesses and individuals using AI to commit fraud and other crimes.Attorney General Todd Blanche stated that the development of "superintelligence" will continue to be driven by American innovators, and the task force will collaborate with SI Force Chairman Jay Clayton to prevent critical AI technologies from being manipulated by domestic and foreign criminals. He noted that the Department of Justice will continue to identify and prosecute individuals who violate the law using superintelligence, including malicious actions targeting American taxpayers, U.S. critical infrastructure, or other national security areas.Weiss stated that the Department of Justice also has the responsibility to enhance regular reporting on superintelligence risks and responses, and to ensure that businesses implement strict internal controls to ensure that relevant technologies "operate as intended." This task force is one of the federal-level initiatives to advance AI regulation; the SEC has included "superintelligence" in its review priorities for 2027, and U.S. banking regulator OCC also released its first AI framework this week. The Department of Justice did not specify the timeline for the task force or disclose how it will coordinate with other agencies.

Supermicro (SMCI.O) collaborates with IBM (IBM.N) and NVIDIA (NVDA.O) to launch the KV caching solution, demonstrating significant advantages in inference performance.

According to Decrypt, the U.S. Department of Justice announced on Tuesday that a Canadian man has been extradited to the United States, facing charges of assisting in the intrusion of university computers, stealing login credentials, and secretly mining cryptocurrency.A federal grand jury in the Western District of New York indicted 35-year-old Ryan James Roach, a resident of Saskatchewan, and 41-year-old Mathiew James Stubbings, a resident of Ontario, on charges including conspiracy to obtain and damage protected computer information, obtaining protected computer information, and intentionally damaging protected computers, which could result in a maximum sentence of 10 years in prison and a $250,000 fine.The indictment shows that between June 2016 and December 2019, the two targeted U.S. educational institutions with supercomputers, first researching their cybersecurity weaknesses before executing the intrusions. Once inside the systems, they allegedly deployed malware, stole login credentials, and forced the victims' computers to mine for them.Victims included institutions in New York, Tennessee, North Carolina, and Massachusetts. The two reportedly used virtual private servers registered under false names in multiple countries to send malware and mining programs and store stolen credentials, while also forwarding attacks through other victims' compromised computers to hide their identities.Roach was extradited from Canada on October 28 and was arraigned in Rochester, New York, where he is currently detained awaiting a detention hearing. Extradition proceedings for Stubbings are still ongoing in Canada. This case falls under cryptocurrency hijacking, where attackers use others' computers to mine, leaving the victims to bear the electricity costs and suffer performance degradation. The Department of Justice did not specify the particular cryptocurrencies mined by the two.Google's Threat Intelligence team released a report on Monday stating that attackers are expected to increasingly prioritize LLMjacking over traditional resource thefts like cryptocurrency hijacking, which involves hijacking corporate access to AI models and shifting the billing.

According to WIRED, the AI-friendly super PAC network Leading the Future, backed by Silicon Valley billionaires, performed mediocrely in this round of midterm elections. The organization previously held about $100 million in funds and took a strong opposition stance on AI regulation.After the elections, it still has just over $20 million left in its account. Dozens of bipartisan congressional candidates supported by the organization have been elected.

OpenAI founder Sam Altman posted on X, stating: Humanity should always be in control of the future. He expressed that OpenAI opposes the view that it is acceptable for humanity to be reduced to only doing "things that AI systems deem worthy for humans to do."Sam Altman also stated: Humanity should not cede control of the future to superintelligence, and this requirement should ultimately constrain AI progress. His account bio clearly states that OpenAI's mission is to ensure that general artificial intelligence benefits all of humanity.

Super Micro Computer (SMCI.O) reported a net sales of 19.9 billion dollars for the first fiscal quarter, expected to be 16.389 billion dollars.