- Hyundai Motor Group explores $NVDA NemoClaw blueprints and OpenShell runtime for agentic AI development. - AIM Intelligence integrates Starfort platform with $NVDA OpenShell to combine runtime controls and malicious instruction detection. - LG AI Research opens API access for K-EXAONE-2.5 model trained on $NVDA Nemotron datasets including Korean persona data. > Korean enterprises are adopting $NVDA's agentic AI security stack (OpenShell) and open model infrastructure (Nemotron), indicating a coordinated push toward localized, production-grade AI agent deployment with security controls built in.

I'll be at TomorrowX Summit next week. My biggest question right now? Will $NVDA's Jensen Huang still take the stage after admitting to an affair amid the alleged Chinese espionage scandal?

"Staff email from Huang: [From:] Jensen Huang [To:] Employees Subj.: A message to our company Nov. 8, 2026 To my colleagues at NVIDIA, I owe my family and all of you an apology. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry. Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it. To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust. To my colleagues at NVIDIA, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me. Leading NVIDIA is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence. Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American. My family bears no responsibility for my choices. I do. Please give them privacy. — Jensen Statement from Nvidia’s board of directors: The NVIDIA Board is initiating an independent investigation in light of recent reporting that founder and CEO Jensen Huang has been the target of a foreign intelligence effort. A committee of independent directors, assisted by outside independent counsel, will oversee the investigation. The Board prioritizes U.S. national and economic security, which is paramount to the interests of NVIDIA and its shareholders. While the Board has no reason to believe that either national security or NVIDIA secrets were compromised, the Board’s inquiry will examine all available information. Jensen fully supports the review and has committed to cooperating with it. The Board has confidence in Jensen and his leadership team and will provide further updates as appropriate. "

Conclusion of the $TSM's DRAM manufacturing is here - $TSM clarifies it has no plans to enter DRAM manufacturing business - Company reaffirms strategic focus on foundry services as core business > $TSM clarifies market speculation by reaffirming its commitment to foundry services rather than competing in memory chips, reducing uncertainty about capital allocation and competitive positioning. > This statement helps investors understand the company's disciplined capital deployment strategy focused on its core competency.

NVIDIA is reportedly exploring old telecom buildings as AI data centers. Think about what that means. The bottleneck is no longer just GPU performance. It's power, permitting, cooling, connectivity, and time to deployment. Repurposing existing telecom infrastructure could reduce some of those barriers. Now imagine AI capacity spreading across smaller, distributed facilities instead of only massive campuses. What happens to optical transport, networking architectures, and interconnect demand? $NVDA $ANET $AVGO $MRVL $LITE $COHR The infrastructure surrounding the GPUs may be just as interesting as the GPUs themselves.

- About 600,000 $NVDA H200 AI chips are stuck in Hong Kong as China restricts large-scale imports despite US export approval. - China allows H200s only for AI model training, not deployment, to prioritize domestic chip use in inference tasks. - Gray-market H200 server prices tripled to 6 million yuan ($1.2B) as import limits and US export controls intersect. > China's selective import policy creates near-term cost pressures for Chinese AI firms but reflects a calculated strategy to develop domestic alternatives while maintaining access to superior US technology where Chinese products remain insufficient.

- US government approves $NVDA H200 chip sales to Chinese firms with connections to blacklisted entities. - New Matrix, an approved buyer, operates from an empty office with no verifiable business operations. - Pattern suggests inadequate vetting by Commerce Department and $NVDA despite national security concerns. > The oversight gaps in export control enforcement suggest that $NVDA's China market access under Trump administration relaxation may enable circumvention despite formal vetting processes, raising questions about the effectiveness of the 15-percent sales revenue arrangement as a compliance mechanism.

Hence, I think everyone was skeptical about that news and doesn’t really think TSMC will make 3D DRAM. If the news were only about the base die, it might make sense. However, it isn’t. And the results seem to show that it’s fake news now.

Everyone is looking at $TSM's reported 3D DRAM plans. But I think they're missing the bigger story. Does $NVDA really want TSMC to become a memory manufacturer? Or does NVIDIA want memory suppliers to know they are no longer the only options? HBM is critical to GPU performance, but it's also one of the few areas where NVIDIA depends heavily on external suppliers. Even an alternative manufacturing path that never reaches mass production could eventually change the negotiating dynamics. And the fact that TSMC is reportedly exploring this makes it even more interesting. NVIDIA isn't just designing GPUs anymore. It may be learning to redesign the bargaining power of its entire supply chain. Not exactly comforting news for $MU, $SKHY, and Samsung.

China is turning its political system into a strategic advantage by concentrating national resources on science and technology. The U.S., Europe, and other East Asian economies need to rethink how they compete. Free-market competition is excellent at fostering diversity, creativity, and disruptive innovation. But it is not always the most efficient way to mobilize limited time, capital, and resources. This matters enormously in AI, semiconductors, quantum computing, and other capital-intensive industries. Technological supremacy is no longer just about who invents the best technology. It is also about who can mobilize capital, talent, infrastructure, and industrial capacity the fastest. We should preserve the strengths of free markets without ignoring the strategic advantages of coordinated national investment. The real competition is not simply technology versus technology. It is increasingly system versus system.

- Q3 2026 global DRAM revenue hit record $200B, up 369% year-over-year, driven by price increases rather than volume growth. - Samsung maintains 38% market share lead; SK Hynix revenue grew over 40% quarter-over-quarter, outpacing market growth. - Commodity DRAM (DDR, LPDDR) revenue growth outpaced HBM; DDR up 500% and LPDDR up 400% year-over-year with record ASPs. > The DRAM market's commodity-driven upcycle reflects structural supply tightness in AI infrastructure, where GPU-to-CPU ratios are narrowing and per-socket DRAM capacity is climbing significantly. > SK Hynix's strong sequential growth and Samsung's HBM4 momentum suggest competitive dynamics will shift as next-generation products emerge, with supply constraints persisting through 2028.

InnoLight starts 200mm NPO production and tapes out 300mm designs - On Nov. 3, InnoLight said its first near-package optics device had entered early production on Tower’s ($TSEM) 200mm PH18M process in California. - InnoLight also taped out several follow-on NPO products on Tower’s 300mm silicon photonics platform. > InnoLight, an established pluggable module supplier, is designing optical engines that sit closer to the package. Watch shipment volumes for its first 200mm product and yields on the 300mm follow-ons. Lumentum secures more than $5B in purchase commitments on its second major NPO/CPO win - On Nov. 2, Lumentum ($LITE) said its second major NPO/CPO win carried more than $5B in customer purchase commitments. - The same day, Marvell ($MRVL) agreed to acquire Lumentum in an all-stock deal. The companies expect it to close in the first half of 2028. > If the deal closes, Marvell could co-design its DSPs with Lumentum’s lasers. Watch how quickly the $5B-plus commitment converts into quarterly shipments and revenue. Siltronic sees AI demand squeezing chip supply for PCs and smartphones - On Nov. 4, Siltronic’s CEO said chipmakers were prioritizing data centers, limiting growth in parts of the PC and smartphone markets. > When PC or smartphone shipments soften, separate end demand from chip availability. The same shipment decline can point to different inventory levels and follow-on orders.

Cooking is an art. Watching this video, it feels like a chef has multiple AI agents running simultaneously in their head, coordinating ingredients, flavors, temperatures, timing, and presentation in real time. After trying to cook myself, I've come to appreciate why great chefs deserve to be paid well. You're not just paying for food. You're paying for years of experience, skill, creativity, and countless decisions made in seconds.