Global stocks plunge as fears over US AI slowdown spread to Asia and Europe
Investors have reacted to possible tougher scrutiny of data centre construction and the AI industry.
AI chips & compute
GPUs, TPUs and custom accelerators, data centers, power and the compute race behind frontier AI. 92 stories in today’s issue from 49 outlets, ranked by heat.
01Top AI chips & compute stories today
From issue #006, November 6, 2026. Filter the live feed.
New NVIDIA Cosmos 3 Open Models for Interactive World Simulation
The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference
In November 2025, we published a newsletter saying that Google is selling TPUs to external customers. Since then, we have been proven right over and over again with Oracle, OpenAI , Anthropic, and Meta all becoming customers of TPUs just as our Accelerator…
Bryan Shan
How do you build visibility through open source contributions?[D]
I’m an MSc CS student with a background in 3D computer vision, trying to figure out how to build visibility and credibility in the AI/ML community. I’ve been thinking about contributing to established open source…
#3 today in r/MachineLearning
NVIDIA/auto-ontology
Auto Ontology is a Python framework for building semantic, graph-based reasoning layers over data. It enables deterministic query generation, better context retrieval, and more explainable AI for LLM and agent workflows.
8.3k+2k todayPython665
Nvidia H200 chips await China approval in Hong Kong, Reuters reports
Chips beat
+8 more stories from 8 other outlets
- 600,000 Nvidia AI Chips Stuck In Hong Kong As China Holds Back Import ApprovalBusinessToday Malaysia
- EXCLUSIVE: Nvidia chips pile up in Hong Kong as China withholds import approvalReuters
- Hong Kong holds about 600,000 Nvidia H200 chips for China — Channel NewsAsiaUA.NEWS
- Nvidia H200 Chips Pile Up in Hong Kong as China Holds Back Import ApprovalsBusinesskorea
- Nvidia chips pile up in Hong Kong as China withholds import approvalelectronics.economictimes.indiatimes.com
- 600,000 Nvidia Chips Pile Up in Hong Kong Awaiting China’s Import ApprovalColombiaOne.com
- Nvidia chips lie stockpiled in Hong Kong amid China's import restrictions: Report (NVDA:NASDAQ)Seeking Alpha
- Nvidia's 600,000 AI Chips Remain Stuck in Hong Kong as China Delays Import ApprovalCryptoRank
Vera Delivers the Best of Both Worlds: Highest Throughput and Fastest Agents
AI agents do more than generate answers. They search for information, query databases, write and test code and take action. Each of those steps relies on a CPU, with agents moving between GPU reasoning and CPU execution throughout a task. As businesses put…
nvidia/NVIDIA-Nemotron-3.5-Transcribe-30B-A4B
automatic-speech-recognition · license other
3.1k61kUS nvidia
Looking for Emergency Reviewers [R]
We’re looking for a few emergency reviewers for the FABRIC Workshop at WACV 2027 due to a very tight review timeline. If you have expertise in computer vision, multimodal learning, physiological sensing, healthcare AI,…
#2 today in r/MachineLearning
Ripple 65B: A Chip Design Lab Just Beat Every US Open Model
63k views
Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips
Nvidia Corp. is stepping up monitoring of AI accelerators sold in…
via Techmeme
The Wizard of Open Weights: Chris Alexiuk Makes AI Easy With Open Models
Chris Alexiuk has a simple rule about open source AI: If you believe in it, be loud about it. “We should be shouting about this technology from the rooftops,” said Alexiuk, a Toronto-based senior product research engineer in deep learning at NVIDIA who…
nvidia/NVIDIA-NemotronLabs-RE-USE
audio-to-audio · license openmdw-1.1
19634kUS nvidia
Abdul El-Sayed is the Pause AI candidate: Abdul El-Sayed supports Bernie's AI pause and calls for an international treaty with China: "We have to figure out how work together like we have with other humanity-risking technologies like nuclear."
Transcript: - What about the frontier where companies are pushing forward? - We need to limit that. Full-on pause. Full-on pause. Okay. And what happens then? The instant question, what happens if we pause and China…
#2 today in r/OpenAI
Advances in Agentic Computer Graphics
This report proposes a unified taxonomy and literature system for agentic computer graphics driven by large language models, analyzing trends and open challenges in human-agent collaboration and long-horizon planning.
143 upvotes4University of Texas at Austin
Cleanview: ~40% of planned data center capacity is in states where newly elected governors have pledged to pause or halt construction
A new crop of Democratic governors-elect campaigned on putting the brakes on artificial intelligence…
via Techmeme
More Performance From Every Byte: How Full-Stack Codesign Solves AI’s Memory Challenge
Larger models, longer contexts and agentic applications are increasing GPU memory pressure while supply tightens and prices rise — a trend expected to continue through the near term. NVIDIA works closely with memory partners to rapidly adopt the latest…
‘Hogwarts Legacy’ Gets a Magical NVIDIA DLSS 5 Upgrade on GeForce NOW
Hogwarts Legacy receives an NVIDIA DLSS 5 upgrade with 3D-Guided Neural Rendering today, bringing lifelike lighting and materials to the wizarding world on GeForce NOW . Blizzard Entertainment’s World of Warcraft: Forever also opens a new chapter in Azeroth,…
NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000 at $16,000 MSRP set some months ago by NVIDIA - VideoCardz
#3 today in r/LocalLLaMA
WeLM-Image: A Unified Image Generation Model towards Visual Intelligence
We present WeLM-Image, a unified image foundation model that integrates multimodal understanding into text-to-image generation, instruction-guided editing, and multi-reference synthesis. Designed for single-GPU deployment in WeChat's large-scale consumer applications, the model…
32 upvotes
How AI Data Center Opposition Became a Risk for Tech Stocks
Safety beat
+1 more story from 1 other outlet
- Data Center Siting and Community Oppositionr/artificial · discussion
Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously
Like OpenAI's Dots and Claude Duet, Perplexity's Teammates can perform…
via Techmeme
Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents
Turning a simulation idea into a working application means assembling assets, connecting physics and rendering, and checking that the scene behaves as intended. Developers are combining frontier AI models with NVIDIA Omniverse libraries to help carry out…
DeepSeek-V4.1-Flash-1017 on one RTX 3090: Big updates to the Delta Inference Engine v0.93. Same 41 tok/s at 192GB/IQ2 at better quality, usable from 64 GB RAM, first token ~40% sooner, new Unsloth quants at full speed, EXL3, basic multi-GPU, public CI and more
Big update to the Delta Inference Engine, you guys asked for more features, more benchmarks and less clickbait. I'm here to deliver The short version: I've added almost everything requested and more. Delta Inference…
#6 today in r/LocalLLaMA
CUA-Master: Scaling Computer-use Agents through Open-World Recursive Improvements
CUA-Master uses nested recursive loops with open-world data and feedback-driven retries to continuously improve computer-use agents across diverse benchmarks.
47 upvotes2122 on GitHub
OpenAI Pledges to Give Locals More Say in Data Center Projects
The artificial intelligence company pledged to be more collaborative with the communities where it is building its data centers.
+5 more stories from 5 other outlets
- OpenAI is stepping back from NDAs for data center projectsThe Verge
- OpenAI pledges to end data center secrecy agreements amid US public oppositionAnadolu Ajansı
- OpenAI pledges to halt NDAs in new data center policy proposal after election rebukeCNBC
- OpenAI makes new data center commitments, AI policy recommendationsSiliconANGLE
- OpenAI issues new data center policies after midterm elections - ABC NewsABC News - Breaking News, Latest News and Videos
Trump Official Who Wants Data Centers on Public Lands Has Tens of Millions Invested in AI Industry
Data centers beat
Setting a new standard for responsible AI infrastructure
OpenAI introduces its National Community Compact and Compute Campus Policy Blueprint to protect local resources, create jobs, and guide responsible AI infrastructure development.
Nvidia Kubernetes Engine (NVKE)
87 points22
Halley: A Predictive Control Plane for Optical AI Data Center Networks
Halley is a predictive control framework for AI data center optical networks that improves effective throughput and reduces capacity needs by forecasting failures and controlling resources with formal guarantees.
37 upvotes2
House G.O.P. Leaders Ask Nvidia’s Huang to Speak in Closed-Door Briefing
The New York Times reported last week that Mr. Huang had a close relationship with an executive that U.S. officials determined was funneling information to Chinese intelligence.
How A.I. Just Blew Up a Key Tenet of Computer Science
OpenAI beat
AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It
Demand for advanced chips is rising. The processes to build them are getting more complex. And the margin for error is shrinking. For engineers, understanding how a process change will behave, how a material will interact with a new step, how a defect maps…
HexAnima: Anima on the Snapdragon 8 Gen 1 NPU, 512x768 in ~7 s, fully offline, no root
Hi everyone! I built an Android app that generates anime pictures completely on the phone: no cloud, no account, no ads, no root. It runs on the NPU of Snapdragon 8 Gen 1 / 8+ Gen 1 (Hexagon V69), the chip generation…
#11 today in r/StableDiffusion
NorthCUA Technical Report: Turbocharging Computer-Use Agents through Experience at Scale
NorthCUA scales computer-use agents via an experience flywheel, recursive self-improvement, staged learning, and reinforcement learning to achieve state-of-the-art open-source GUI and web interaction results.
32 upvotes177 on GitHubbeipo-ai
AI Data Center State Policy: 5 Levers, $17B Bet [2026]
Data centers beat
02More from today’s issue
56 more stories, by section and heat.
Headlines 43
- Nvidia CEO called in by lawmakers over ties to alleged Chinese spyAlso covered by Bloomberg.com
- New partnership looking to bring wave energy into AI data centers
- How grid flexibility could ease the data center power crunch
- Who Owns What Inside an AI Data Center (And How to Tell)Also covered by r/OpenAI
- Does the Democratic midterm victory spell the end of US AI data centre boom?
- US data center backlash clouds outlook for Korean power makers
- Will Democrats stall the AI boom?
- Why South Korea’s chip giants could face greater AI regulation risk
- Tencent releases Hy4 with vision and computer use, claims second place among Chinese AI modelsAlso covered by KrASIA
- Meta buys AI coding startup Conductor as big tech races to lock in developersAlso covered by MarketScale, TechCrunch, Axios, The American Bazaar, en.ain.ua, Dataconomy
- AI backlash threatens trillion-dollar data centre boom, say tech leaders
- Not Nvidia. Not Micron. This Dutch Company Controls a Key Bottleneck of AI Chip Production.Also covered by The Motley Fool
- Google commits to spending $17B on AI data centers in Wyoming
- Anti-Data Center Sentiment Rides Blue Wave, Threatening AI Boom
- Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources tell CNBCAlso covered by BigGo Finance
- Nasdaq sees worst day in 19 months as investors bet on AI slowdown after Democrats’ election triumph
- Meta warns that election backlash against data centers could make AI expansion harder
- No AI agent scores above 12 percent on SemiAnalysis' new real-world work benchmark
- Europe Wants a Piece of the AI Chip Race
- After midterm rout, OpenAI tries to win over communities it needs for AI expansion
- Elon Musk's Gas-Powered xAI Data Centers Are Running Into A Big Problem With Locals
- Australians are yet to see the benefits of AI and datacentres – and US midterms show they could be political kryptonite
- Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom
- Box taps Nvidia’s Nemotron for new agent-first content retrieval system
- Finding New Drugs Is Laborious. This AI Startup Is Skipping The Lab Work
- Authorities tighten restrictions on data centres amid AI boom
- Ricursive AI Releases Ripple-65B Preview: A 65B Dense Open-Weight Model Scoring 80.5 on Terminal-Bench 2.1Also covered by Hacker News
- All the latest updates on AI data centers
- A rare strike in Taiwan exposes labor unrest beneath the global AI rush
- OpenAI to Change How It Handles Data Center Efforts After Outcry
- Microsoft rejects multibillion-dollar AI deal with UK’s Nscale
- Tech giants turn to cash, concessions for AI rebrand after voters pummeled data centers 43-1
- Months-Old Chip Startup Tenspresso in Talks for $500 Million ValuationAlso covered by Startup Fortune
- Activists across Europe prepare two days of protests against datacentres
- Voters Rejected A.I. in the Midterms. Now Comes an Era of Scrutiny.
- Texas was the new epicenter of the AI data center buildout. That might be kaput.
- After the midterms, a bigger clash over data centers could be coming
- The Blue Wave Has Tech Bros Scrambling for Data Centers in Space
- Big Tech claims voters’ AI backlash is “anti-Trump” not “anti-tech”
- "What we just witnessed was an AI earthquake": Voters revolt against tech at polls
- Binance Says Hackers Plotted $6.3 Billion Crypto Heist for Months
- Ukraine’s drone strikes spur hasty Russian plans for underground data centers
- What we're watching on election night for energy
From the labs 1
Papers 1
Community 6
- OpenAI to acquire Pierre Computer Company
- Mystery Seller Seeks to Dump $500M of Data Center Loans
- Plugin4Shell Lets Repository Owners Swap Pinned Agents Across LLMS
- American Voters Overwhelmingly Reject AI Data Centers
- AI data centers comprehensively defeated at US midterm elections
- Nvidia store pulls RTX 5080 following RTX 5090 removal, prices rise to 2.2X MSRP
Watch 2
Launches 2
Deep reads 1
03Earlier this week
The hottest AI chips & compute stories from the previous 5 issues.
- OpenAI pledges to change how it handles data center deals, including avoiding nondisclosure agreements and cutting power usage, after Democrats' midterm winsAlso covered by CNBC, Bloomberg.com, The Verge, Data Center Dynamics, EnergyNow.com, CBS News
- Marvell to buy data centre component maker Lumentum in $115bn AI betAlso covered by Bloomberg, Reuters
- UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028Also covered by Reuters, The Tech Buzz, Yahoo Finance Singapore
- Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractiveAlso covered by Bloomberg.com, Euronews.com
- Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chipsAlso covered by The Times of India, Startup Fortune, Seoul Economic Daily, TradingView
- Voters have put a helpful chill on the US data centre boomAlso covered by Anadolu Ajansı, NBC News, Hacker News
- Ohio voters approved data center bans or restrictions in at least 14 municipalities across 21 ballot measures, adding to 125 local moratoriums in the stateAlso covered by Stateline
- OpenAI plans a post-midterms policy and PR blitz, pushing mandatory "speed limits" for powerful AI and rebranding its data centers as "AI compute campuses"Also covered by TechCrunch, Business Insider
- Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon MuskAlso covered by Yahoo Finance
- Anthropic Pitches Claude as Chip Designer to IPO Investors as $1.5 Trillion Debut LoomsAlso covered by The Information, Yahoo Finance
- SemiAnalysis launches GDPx, an agentic capability benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score
- Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud infrastructure in Malaysia, including building new computing hubs
- Sources detail Anthropic's compute deal spree: 3.5GW+ in expected capacity in 2026, expanding direct hardware procurement to include Nvidia and AMD, and more
- Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to line up financing to pay for its data center buildout; ORCL falls 5%+
- Ricursive releases Ripple-65B Preview, a general-purpose variant of its AI model for automating advanced chip design, under Apache 2.0, costing $0.60/1M output
- Sources: at Jensen Huang's election event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans
- Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent $446M, a record for a non-candidate
- Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years
- LG CNS completes 30MW AI data center in IndonesiaAlso covered by THE ELEC, Korea Electronics Industry Media
- NBC exit poll: 56% said AI and data centers had been a "crucial or a major factor" in casting their votes for Congress, as candidates pledge to halt development
- South Korean President Lee Jae Myung vows $15.97B for AI, chips, physical AI, and data centers in the country's 2027 budget, nearly twice the 2026 amount
- Applied Compute Raises $350M in Funding at $3.25 Billion ValuationAlso covered by SiliconANGLE
- Smugglers Bypass U.S. Controls to Ship HBM to ChinaAlso covered by Wccftech
- Smugglers Exploit Export Loopholes to Supply Banned AI Memory Chips to ChinaAlso covered by Tom's Hardware
- DevRev delivers autonomous self-service with GPT-6.1 Sol
- Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster
- Big Tech’s big AI buildout will not end until someone stops it
- Sam Altman addresses RAM comments: People should ‘put as much as they want in their computers’Also covered by r/OpenAI
- The rise of AI-ready, mission-critical data centres in India
- Is AI Replacing Computer Science?
- The Election Threat to the AI Data Center Boom—and 7 Stocks That Are at Risk
- Democratic gubernatorial wins in Texas, Georgia, Ohio, and Pennsylvania are set to expose 50% of proposed AI data center additions to more scrutiny and pushback
- Hyperbolic, which lets companies rent AI compute across ~30 neoclouds, raised a $30M Series A-1 led by Lip-Bu Tan's Walden Catalyst; it has raised $50M to date
- Data Center Development Takes a Beat
- OpenAI lays out new policy framework for data centers
- Senator Wyden’s Data Center Tax Bill Mistakes REITs for an AI Subsidy
- Exclusive-Nvidia chips pile up in Hong Kong as China withholds import approval - KELO-AM
- Sick of all the tok/s talk
- Old, Polluting Jet Engines Are Being Scavenged to Power Data Centers
- Effingham commissioners to vote on OpenAI data center site plan Tuesday
- 'I Want You to Have So Much RAM' — OpenAI Boss Sam Altman Addresses Backlash Over Memory Sitting in People's Computers Comment
- How the fate of a Michigan data center hinges on Anthropic’s mega IPO
- DeepSeek Plans to Train Its Next-Generation Model on Huawei Ascend Chips
- AI Data Centers Are Fueling a Nuclear Comeback
- PERSPECTIVE: Are Backyard Data Centers an Answer to AI’s Biggest Problem?
- OpenAI kicks off charm offensive to change voters' view of data centers
- Envision claims world first with 800 V DC architecture for AI data center
- QWEN 3.8 FN - 8bit FP quant - 96.32 tokens/s - Context of 95k - $1500 hardware
- vercel-labs/agent-desktop
- OpenAI pledges data center power cuts
- 'No Korean HBM, no Chinese AI chips' — and smugglers are getting creative
- EQT Eyes Gulf AI and Data Centre Deals with UAE and Saudi Sovereign Funds - News and StatisticsAlso covered by The National
- Nvidia and China: export rules, sales, probes and security, a timeline
- Schneider Electric Targets AI Data Centers With Intelligent Power Distribution
- Japan data center power demand to triple by 2034, driving nuclear, geothermal comeback
- Hashference
- 56GB VRAM Frankenstein build managed to fit 4 GPUs in the Cooler Master HAF II 500
- How to handle object deduplication across multiple camera angles using YOLO (especially for tiny 20x22px crops) across isolated user sessions? [D]
- Sources: Huawei told some clients that a large share of its upcoming flagship AI chip, Ascend 960DT, will run largely on HBM made by Samsung and SK Hynix
- Saudi Aramco acquires a 49% stake in AI startup Humain, contributing ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains 51%
04Labs in these stories
US NVIDIA 21US OpenAI 8US Anthropic 4US Google 3US Meta 3CN DeepSeek 2CN Tencent 2US xAI 1US Microsoft 1CN Moonshot / Kimi 1EU Mistral 1