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Multiple sources say that the U.S. intelligence community is still trying to understand the relationship between Chinese businesswoman Alice Huang and the Chinese government. Alice Huang had an affair with NVIDIA CEO Jensen Huang, and the intelligence collected so far does not prove that she is engaged in espionage activities for Beijing. U.S. officials have differing opinions on the validity of the evidence regarding whether Alice Huang was recruited by the Chinese Ministry of State Security to monitor Jensen Huang and, in turn, monitor U.S. policymakers. The FBI has been investigating this relationship for at least a year. U.S. Attorney General Todd Blanche stated on Thursday that the Department of Justice and he himself have not reached any conclusions regarding this matter.

According to Whale Alert monitoring, a dormant address holding 50 BTC has just been activated. This address has been dormant for 16.2 years, and the Bitcoin it held was worth only about 3 dollars in 2010, but its value has now risen to approximately 3.44 million dollars.

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.

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.

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.

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.

Analyst Jukan posted on platform X, stating that Nvidia chips are currently still in short supply, but to maintain the premium for chip scarcity, the company needs to continue supporting emerging cloud service providers (Neocloud). If the new CEO adopts a more cautious attitude towards this business model, it may lead to pressure on GPU spot prices, a decline in cloud service providers' profit margins, and prompt them to turn to alternatives such as AMD or Google TPU, thereby weakening Nvidia's market dominance and supply chain control.Jukan stated that Jensen Huang has been working hard to maintain Nvidia's growth flywheel, which not only helps to expand chip demand but also ensures the computing power utilization of emerging cloud service providers. Huang originally hoped to gradually let go once the emerging cloud service providers could independently order the next generation of GPUs, but it is currently uncertain whether the successor CEO is willing to wait.

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 a report by Crypto Briefing, Grayscale's research indicates that the correlation between crypto assets and Bitcoin is decreasing, with Bitcoin currently explaining only about 50% of the return volatility across various crypto sectors.The report breaks down the annualized volatility and the impact of Bitcoin-related factors by sector: the annualized volatility of the currency sector is 49%, with 43% attributed to Bitcoin; the annualized volatility of the smart contract platform sector is 58%, with 38% attributed to Bitcoin; the annualized volatility of the finance sector is 59%, with 30% attributed to Bitcoin; the annualized volatility of the utilities and services sector is 67%, with 30% attributed to Bitcoin; the annualized volatility of the consumer and culture sector is 76%, with 46% attributed to Bitcoin; the artificial intelligence sector has the highest annualized volatility at 85%, with only 35% attributed to Bitcoin.The research points out that Bitcoin's own annualized volatility has recently been around 43%, while the volatility of all sectors tracked by Grayscale is higher than that of Bitcoin. The report suggests that lower correlation does not imply lower risk, but the fact that Bitcoin explains only half of the return volatility means that the other half is driven by factors specific to each sector, providing investors with a reference for assessing which sectors can offer true diversification.

According to "Du Jia," Xiaohongshu is currently testing an independent app called "Dada," positioned as an AI partner community platform. Users can create and share domain agents (referred to as "partners") through a low-code approach. Currently, dozens of partners have been launched in areas such as design aesthetics and job hunting, supporting text and image conversations.Unlike products that focus on autonomous cross-application task execution, Dada downplays the AI's autonomous action capabilities and instead enhances the transmission of experience between people: AI serves as a container, with the underlying professional logic encapsulated by the creator. Users can transform their personal methodologies into reusable, deliverable AI personas. The product also opens up group chat capabilities, allowing users to pull partners into conversations as group members, participate in multi-person discussions, and supports one-click sharing of invitation links to WeChat. After binding their Xiaohongshu account, partners can read public profile information to provide answers that better align with personal preferences. The product is still in the testing phase, and its specific form will be subject to official announcements.

Goldman Sachs predicts that global nominal investment in artificial intelligence will rise from $1.1 trillion in 2026 to $1.8 trillion in 2027, primarily driven by an increase of over $500 billion in hardware spending in the United States.

Bitcoin News posted on platform X that Trezor confirmed that three Safe 5 devices sold by CryptoBilis contained malicious implants that could steal recovery phrases and password phrases. The implants intercept screen data and send it to servers controlled by attackers via mobile networks.Trezor stated that the released firmware 2.13.1 can disable the discovered implants, and its dealer network has been reduced by about 80%; currently, no customers have reported stolen funds. Customers who purchased devices through CryptoBilis starting in March 2026 can apply for replacements, and affected users should still transfer their funds to wallets using a brand new recovery seed, as firmware updates cannot eliminate previously leaked information.

According to Gate Market, U.S. chip stocks continued to decline in pre-market trading after Jensen Huang announced his resignation as CEO. Intel (INTC.O) fell 3.7%, Marvell Technology (MRVL.O) fell 5.2%, Micron Technology (MU.O) fell 5.2%, Arm (ARM.O) fell 4.1%, SK Hynix (SKHY.O) fell 5.1%, and TSMC (TSM.N) fell 3.5%.

According to official news, the token issuance platform Pons on Robinhood Chain announced that the platform has launched over 1 million tokens.

A hacker publicly sold suspected personal information of TSMC employees on an underground forum, claiming to possess up to 46,000 records with a data volume of 6.9GB, and is asking for 3 bitcoins. The hacker even threatened to fully disclose the related information if no one purchases it within a week.In response, TSMC confirmed that some personal information of current and former employees was disclosed without authorization. Preliminary investigations indicate that this information matches data from a certain cloud service provider's system, but there is currently no evidence that TSMC's own data systems have been breached. TSMC emphasized that the related information is unrelated to the company's production and customer data. The company has been notifying affected individuals and providing necessary assistance, while closely cooperating with the relevant cloud service provider, investigative agencies, and third-party cybersecurity organizations to expedite the clarification of the incident's cause and take necessary measures.

At Tencent's internal all-staff meeting celebrating its 28th anniversary, Ma Huateng proposed to accelerate organizational change. He believes that Tencent's transformation is somewhat late and cannot leisurely feel secure anymore. Ma Huateng compared it to the army and navy, stating that traditional core businesses like gaming and social networking must be safeguarded, but efficiency should be improved using AI. For example, tasks that originally required everyone can now be completed by half the staff, freeing up the other half to explore AI-native businesses and seek new growth points.Ma Huateng's previous statements regarding AI have been traceable. In January of this year, he emphasized that Tencent's AI layout should be steady and solid; in May, he used a ship analogy, stating that they initially thought they had secured a ticket for the AI ship, only to later find it was leaking and had to switch to another one. He specifically mentioned Google, believing that initially, everyone was worried about AI impacting search, but later felt that Google seemed to withstand it. Looking at this year, he noted that "the wave has really come," and traditional businesses like content cannot feel secure either. Google's search advertising revenue still grew by 12% in the third quarter of this year, but the growth rate has continuously declined from 19% in the first quarter to 17% in the second quarter, with management admitting that the commercial monetization capability of AI Mode is weak. On the day of its 28th anniversary, Tencent launched "Yuanbao Search," redoing the search process with a large model and integrating content from public accounts and video accounts.Ma Huateng also told the internal management that organizational transformation can no longer be about coddling employees, repeatedly persuading them, and negotiating terms. Some people even want to negotiate management positions before participating in new businesses. He demanded a flatter organization, with employees needing to quickly switch skills and adapt to new positions, stating that this reform is different from the "cost reduction and efficiency increase" from a few years ago, which mainly focused on cutting costs. Now, it is about changing the way the organization and personnel work, running faster with the existing manpower, and enabling small teams to accomplish big tasks. Related speeches subsequently sparked discussions in employee communities, with rumors of "Tencent laying off 50%" and "laying off 8,000 people" appearing on platforms like Maimai and Xiaohongshu. Tencent's PR director Zhang Jun clarified that the so-called 50% was merely a metaphor used by Ma Huateng for organizational transformation and not the layoff ratio, nor has it been announced that half of the employees would be laid off.

According to the "Science and Technology Innovation Board Daily," sources close to Tencent have revealed that WeChat's "Look" feature is currently undergoing a small-scale gray testing for a short drama entry. Some users can access this entry to view recently watched short dramas. This entry aims to help users more conveniently find high-quality short drama content and enhance the exposure of creators.In addition, Tencent launched the "Green Bubble Short Drama" free mini-program within the WeChat ecosystem in October this year. The previously existing "Short Drama" mini-program in the WeChat ecosystem has also been renamed to "Green Bubble Short Drama" and has entered the gray testing phase.

Blockchain infrastructure service provider Chainstack disclosed that it experienced an AI-driven cyber attack from October 26 to 31, 2026. The attacker accessed the development environment through an unmodified default administrator credential and a Grafana instance without single sign-on protection, subsequently gaining cluster administrator privileges via an unauthenticated MCP tool server and stealing credentials through an automated platform, ultimately accessing the production environment to read the customer database.This incident resulted in the exposure of customer account information, including organization names, account holder names, member email addresses, and password hashes. The attacker also had access to systems containing node credentials, although there is no evidence that they were read; however, Chainstack still urged customers to rotate their node credentials. Chainstack stated that customer-facing services operated normally during the incident, and customer nodes, consoles, and APIs were not modified. Investigations revealed that the attacker used the open-source framework ARTEX, with no evidence found of exploiting software vulnerabilities. Chainstack has cut off the attack access path and requested customers to change passwords, rotate node credentials, regenerate platform API keys, and remain vigilant against phishing information.

On November 12, regarding rumors that Tencent is laying off 50% of its staff, sources close to Tencent stated that this is a serious misinterpretation and is completely untrue. The sources indicated that this is a realignment of company resources to adapt to the AI era, and it may also be the source of the so-called "50% layoffs" rumor, which is entirely unfounded.During Tencent's 28th anniversary Linktime online live broadcast, Tencent's management proactively expressed their determination to accelerate organizational change, specifically mentioning that this is different from the "cost reduction and efficiency enhancement" initiative from a few years ago. The previous initiative was relatively passive and more focused on "cost reduction"; this time, it is a proactive approach aimed at the AI era, more focused on "efficiency enhancement," inspiring teams to create new value, and encouraging frontline colleagues to actively step forward, while the middle management needs to become flatter and more agile.To respond to the new changes, there is a need for proactive thinking about new strategies and new battlefields. Among them, 50% of the people are like the army, responsible for defending their territory, improving efficiency to manage the existing core business well; the other 50% are like the navy, embracing the waves, exploring AI Native, and expanding new development spaces. The sources stated that the above arrangements correspond to the realignment of company resources to adapt to the AI era.

OpenAI announced that the ChatGPT Finances feature has officially expanded to the Mac desktop application. After users update the app, they can connect their bank, credit card, and investment accounts through the "Finance" entry in the sidebar, allowing them to view balances, analyze spending, manage subscriptions, and track portfolios directly on macOS. This feature connects accounts through the financial data service provider Plaid, enabling ChatGPT to answer questions based on real transactions, balances, and investment data, such as inquiries about the categories with the highest spending this month or subscriptions that should be canceled, providing analysis based on account information.ChatGPT Finances launched in May this year, with main features including tracking expenses by category, reviewing recurring charges, monitoring stock holdings and asset allocation, tracking credit scores, and generating weekly financial updates. Regarding privacy, OpenAI emphasizes that this connection is read-only; ChatGPT cannot transfer funds, pay bills, or execute stock trades, and users can disconnect their accounts at any time. This feature is currently available to Free, Go, Plus, and Pro users in the United States.