DAILY BRIEF · 10 STORIES

The November 9, 2026 brief

  1. Nvidia’s Board Opens Probe Into CEO Huang’s Ties to Alleged China Spy

    Jensen Huang admitted an affair in a staff memo; the board says it has no reason to believe national security or Nvidia secrets were compromised.

  2. US Export Regulator Extends Pause on Affiliates Rule as China Truce Holds

    Companies at least 50% owned by listed parties stay outside the expanded US export controls until January 10, 2027, after a November 9 expiry.

  3. China’s Moonshot AI Sought Nvidia Blackwell Capacity in Europe, CNBC Reports

    Talks reportedly covered Blackwell clusters of 8,000 or more GPUs at European neoclouds, with a proposed 30% to 50% upfront premium over non-Chinese customers.

  4. Tencent Raises Hy4 Capacity Tenfold After WorkBuddy Users Hit Usage Limits

    Tencent also raised free usage allowances for Hy4 and extended free access to its older Hy3 model on WorkBuddy until 23:59 on November 15.

  5. DeepSeek Plans an Official Plugin Marketplace for Its Fast-Growing Harness Agent

    Harness reached about 1.54 million daily users on November 4, up from 271,000 on September 30, and now counts about 35,000 third-party plugins.

  6. Ant Group’s Ling-3.2-Flash Brings Image and Video Input to Its 560B AI Model Line

    The model keeps the 560B size and 1M-token context of Ling-3.1-flash, and IT Home reports API prices of US$0.30 and US$0.90 per million input and output tokens.

  7. Huawei’s First HarmonyOS Desktop Claims 100% Domestic Parts for Government and Enterprise Buyers

    The Qingyun HM650 pairs Huawei’s 10-core Kirin X90 chip with HarmonyOS V1.0, and Huawei says more than 1 million HarmonyOS PCs have shipped since 2025.

  8. China Mobile Plans Over RMB100 Billion in Computing Investment for 2027

    Chairman Chen Zhongyue said computing is the carrier’s biggest source of new investment this year, and gigawatt-scale parks will total seven by 2027.

  9. Chinese AI Video Startup Sand.ai Raises US$200 Million Before Releasing MAGI-2

    CoStone Capital and Wangsu co-led the Series A+ round, the company’s third of 2026, lifting its 10-month total to about US$300 million and making it a unicorn.

  10. Nexperia Sues Chinese Parent Wingtech in Amsterdam as Wingtech Cites US$2 Billion Claim

    Wingtech put the claim at US$2 billion on November 3; the suit names Wingtech, founder Zhang Xuezheng and two Chinese Nexperia units as defendants.

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