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The GPU Daily · #124 · covering Saturday 14 November
The physical layer of AI, every day. Here's what moved on Saturday 14 November 2026.
The chief executive of a multitrillion-dollar chip company resigned after a late-night board meeting.
The board had held off for weeks. It moved in hours once a second report landed. About sixty executives reported to him, and the company never wrote a traditional succession plan.
The firm built around one man now has to run like a regular one.
Results are due in days.
In this issue
Top story · HARDWARE
US · ▼ Bearish · 14 Nov 06:00 UTC · Newsroom · 4 sources
Jensen Huang resigned as Nvidia CEO on Wednesday night after a New York Times report that he was also in a relationship with healthcare vice president Kimberly Powell. A Financial Times story citing US officials had already called his relationship with suspected Chinese spy Alice Huang romantic, and general counsel Tim Teter drew his confession on Friday, November 6. CFO Colette Kress is interim CEO, and the board has no traditional succession plan.
Earlier: Jensen Huang agreed to testify before Congress (12 November)
MARKET MOVES · 5
US · ◆ Neutral · 14 Nov 00:30 UTC · Newsroom
Earlier: Anthropic IPO will test first pure-play AI stock in choppy market (12 November)
Japan · ◆ Neutral · 14 Nov 00:45 UTC · Newsroom
US · ▼ Bearish · 14 Nov 00:45 UTC · Newsroom
China · ◆ Neutral · 14 Nov 14:24 UTC · Trade press
ADA Space raised HK$750.01 million gross in its Hong Kong IPO at HK$24.90, while shareholders contributed 3,514.2 million yuan in private capital in the first half of 2026.
US · ◆ Neutral · 14 Nov 01:30 UTC · Trade press
NEOCLOUD · 2
US · ◆ Neutral · 13 Nov 17:45 UTC · Company/PR
TensorWave says customers are requesting higher CPU-to-GPU ratios as agents shift work between model calls and CPU tasks, and is preparing AMD Helios GPUs across North America.
Why this matters: Rising CPU-to-GPU ratios may change rack density and server design for new AI deployments.
US · ◆ Neutral · 12 Nov 19:33 UTC · Company/PR
TensorWave says its AMD Helios racks hold 72 MI455X GPUs with partitionable compute, direct liquid cooling, and closed-loop or hybrid cooling designs to cut water use.
SOFTWARE & AI · 13
China · ▲ Bullish · 14 Nov 01:59 UTC · Trade press
DeepSeek has exposed web search, file input, OCR, ASR and TTS through standalone APIs, letting developers rebuild its app.
Why this matters: Standalone OCR and voice APIs may add inference demand from third-party developers.
Earlier: DeepSeek added agent search and fetch APIs at 5 yuan per 1,000 calls (17 October)
EU · ▲ Bullish · 12 Nov 12:02 UTC · Company/PR
Domyn is training a 951.9B-parameter Mixture-of-Experts model on 384 NVIDIA GH200 superchips across 96 nodes of Jupiter, lifting throughput to about 1,300 tokens/s per GPU from a 90 tokens/s baseline.
Why this matters: The throughput gains from optimisation may guide buyers estimating utilisation on GH200 clusters.
US · ◆ Neutral · 13 Nov 08:00 UTC · Company/PR
Shield's Forge platform now runs OpenAI's GPT-6 Astra for computer-use agents, which it says are 35-40% faster than its previous models across thousands of monthly runs.
Why this matters: Production computer-use agents at scale may add to demand for inference capacity, though the speed figure is company-stated.
China · ◆ Neutral · 14 Nov 02:00 UTC · Trade press
China · ◆ Neutral · 14 Nov 02:00 UTC · Trade press
China · ◆ Neutral · 14 Nov 02:00 UTC · Trade press
China · ◆ Neutral · 14 Nov 02:00 UTC · Trade press
China · ◆ Neutral · 11 Nov 20:00 UTC · Company/PR
GMI Cloud prices MiniMax M3.1 Flash at $0.15 per million input tokens and $0.60 per million output, and estimates about 76 cents to describe a two-hour feature film.
Earlier: GMI Cloud hosts MiniMax M3.1 Flash at $0.15 input and $0.60 output per million (22 October)
US · ◆ Neutral · 13 Nov 19:45 UTC · Trade press
US · ◆ Neutral · 14 Nov 00:00 UTC · Trade press · 2 sources
US · ◆ Neutral · 13 Nov 16:29 UTC · Company/PR
Trojecki told CRN's 2026 Edge Computing Week that no one in the reseller and integrator channel was ready for physical AI, despite Cisco and Dell pushing it for years.
Why this matters: Physical AI may open new services revenue for integrators, but the remark is an executive opinion rather than a market figure.
Global · ◆ Neutral · 13 Nov 15:28 UTC · Company/PR
VCF 9.1.1 adds a VLAN-backed VPC model that removes the need for NSX tunnel endpoints and overlay encapsulation, limited to greenfield deployments.
US · ◆ Neutral · 13 Nov 16:32 UTC · Company/PR
Illumio has joined World Wide Technology's vendor-neutral AI security risk framework, with its role centred on limiting lateral movement after an initial compromise.
Why this matters: The framework may shape how integrators scope AI environment security reviews, though the Illumio role is a company-stated fit rather than an independent assessment.
Earlier: WWT's ARMOR AI security framework pairs with Illumio segmentation (23 October)
HARDWARE · 4
Taiwan, US, Japan, Germany, China · ▲ Bullish · 14 Nov 05:30 UTC · Newsroom
US · ▼ Bearish · 14 Nov 01:30 UTC · Newsroom
US · ▲ Bullish · 14 Nov 03:00 UTC · Trade press
US · ◆ Neutral · 14 Nov 21:41 UTC · Trade press
The petition had more than 115,000 signatures as of Saturday afternoon.
Earlier: Nvidia approached Arm CEO Rene Haas about succeeding Jensen Huang, FT reports (13 November)
HYPERSCALER · 1
Global · ▼ Bearish · 14 Nov 02:15 UTC · Trade press
DATA CENTRE · 4
UK · ▼ Bearish · 14 Nov 15:45 UTC · Newsroom · 2 sources
Indonesia · ▲ Bullish · 13 Nov 11:03 UTC · Company/PR
Telkom Indonesia's InfraNexia added 1,408 kilometres of fibre during 2026 and now manages 112,000 kilometres, after consolidating more than 90% of Telkom's network assets.
Indonesia · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Telkom Indonesia showed seven digital capabilities at KSTI 2026 in Surabaya, including an AI Data Centre, Neutra Compute and a sovereign AI stack with ModelHub and AIX.
Why this matters: Indonesia's sovereign AI build-out may create regional demand for in-country compute, though the announcement names no capacity figures.
Indonesia · ◆ Neutral · 10 Nov 00:00 UTC · Company/PR
Telkom Indonesia won Best Business Transformation 2026 at SWA Magazine's awards on 10 November, while restructuring into a Strategic Holding Company-Operating Company model under its TLKM 30 programme.
Earlier: Telkom Indonesia merged Telkominfra into Telkom Akses and NSI into GSD (11 November)
ENERGY & POWER · 6
US · ▲ Bullish · 14 Nov 09:30 UTC · Trade press
Masdar and Terra-Gen brought the 365 MW Lockhart solar complex with 173.7 MW of storage online, citing data centre power demand as a driver.
China · ◆ Neutral · 14 Nov 08:30 UTC · Trade press
CATL's Tener Sodium delivers 30+ MWh per block at 95% round-trip efficiency, with overseas deliveries slated for summer 2027.
Australia · ◆ Neutral · 14 Nov 10:00 UTC · Trade press
UNSW's prototype estimates battery health in under three minutes per cell, against roughly 10 hours for a full charge-discharge cycle, with lab accuracy above 90%.
Why this matters: Faster health testing may lower the cost of sorting retired batteries for storage reuse.
Spain · ◆ Neutral · 12 Nov 17:34 UTC · Company/PR
US · ◆ Neutral · 13 Nov 21:06 UTC · Trade press
NIVA launched in August 2025 after a pilot funded by Constellation's CEO, and is now in use at nuclear plants across North America.
US · ◆ Neutral · 14 Nov 10:50 UTC · Trade press
REGULATION & POLICY · 4
Singapore · ▼ Bearish · 13 Nov 23:45 UTC · Newsroom · 2 sources
Earlier: Caixin linked Alice Huang to Shanghai Hexi Investment and Megaspeed (13 November)
US · ◆ Neutral · 14 Nov 16:36 UTC · Trade press
CSET analysts argue that US responses to security threats and public controversies could slow American AI development, including local data centre restrictions.
Why this matters: Local data centre restrictions may constrain the compute infrastructure needed for domestic AI development.
US, China · ▼ Bearish · 14 Nov 05:30 UTC · Newsroom
US, China · ▼ Bearish · 14 Nov 03:00 UTC · Trade press · 2 sources
