China Calls Spy Claim Against Nvidia Unsubstantiated as Shares Drop 4%
New Street Research estimates that as much as 10% of Nvidia’s fiscal 2027 revenue, US$37 billion to US$47 billion, may come directly or indirectly from China.
DAILY BRIEF · 10 STORIES
The November 10, 2026 brief
China’s Cyberspace Regulator Acts Against 3,961 Accounts Over AI Impersonation of Public Figures
The cleanup also removed more than 47,000 pieces of unlawful content, in four case types from fake celebrity sales pitches to invented rumors about illness.
China Extends 24% Tariff Pause as US Prolongs 178 Exclusions for Chinese Goods
Beijing keeps a 10% tariff on US goods and pauses the extra 24% for two more months, while the US extends exclusions for 178 categories of Chinese goods.
Nvidia Faces a Democratic Congress Likely to Press on Chip Export Controls
Analysts expect Democratic committee leaders to target export-control evasion and AI supply chain security, with Nvidia’s Megaspeed ties the first case in play.
Tsinghua Team Pushes China’s Industrial AI Beyond Large Language Models
Tsinghua’s Cui Peng says language models struggle with factory data and claims LimiX, trained on synthetic data, cuts deployment cost and time by about 90%.
ByteDance Weighs a Larger Second Phase for Its Brazil Data Center Project
Bloomberg reports ByteDance is seeking a developer for a phase bigger than its 300-megawatt Pecém project, plus early talks on a site for Brazilian clients.
China’s Factory-Gate Inflation Hits 5.7% as Energy Leads and Statistics Bureau Cites AI Demand
October producer prices rose at the fastest pace since June 2022, while prices of computer and electronic equipment rose 5.9%, official data show.
China’s UniX AI Raises RMB500 Million as Greenland Group Joins Its Robot Investors
The Suzhou-based humanoid robot maker closed its Pre-A round eight months after a RMB300 million raise, and says monthly deliveries have peaked above 300 units.
China’s Market Regulator Clears ByteDance’s Sale of Moonton to Saudi Arabia’s Savvy
SAMR cleared the Mobile Legends developer’s sale without conditions on October 29; Skadden, ByteDance’s adviser, cites a reported price above US$6 billion.
China’s Statistics Bureau Adds a Census Department and Merges Services and Consumption Data
The National Bureau of Statistics works under rules in force since October 28: five new departments, 406 posts and a mandate to bring AI into its work.