IJR News

Jensen Huang Resigns as Nvidia CEO Amid China Scrutiny — 4dBipartisan lawmakers are pressing Nvidia CEO Jensen Huang for answers about his reported ties to a woman suspected of working for Chinese intelligence, and are renewing scrutiny of the company’s chip sales to China. Congress is weighing measures in the fiscal 2027 defense bill to tighten export controls, track chips to deter smuggling and restrict sales of chipmaking equipment to China; Nvidia says it complies with export laws and opposes some proposals.

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SMIC Expects AI Chip Shortage Into 2028Tech — 1dSMIC says AI-driven chip shortages will persist through 2027 and could extend into mid-to-late 2028, particularly for computing and supporting chips even as memory supply begins to rebalance. The foundry reported record third-quarter revenue of $3.19 billion and 97.3% factory utilization, while equipment lead times of 16 to 24 months threaten to slow capacity expansion.

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Jared Kim SMIC's strong revenue and near full utilization show real demand but those 16 to 24 month equipment delays will cap any quick fix.

Nvidia Spying Scandal Emerges in China AI Chip Competition1 source — 2d

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Marcus Bell It's disappointing if Nvidia really resorted to spying just to stay ahead in China's AI chip market.

Jensen Huang’s Mistress Allegedly Helped Move More Than $7 Billion In Nvidia Chips To China — 3dThe alleged Chinese spy having an affair with Jensen Huang helped funnel billions of dollars in restricted American AI chips to her home country, a report found.

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Blacklisted Chinese Military University Gets Its Hands On Powerful American AI Chips — 2dA Chinese university closely tied to the People's Liberation Army (PLA) purchased powerful American artificial intelligence chips despite spending more than two decades on a U.S. export blacklist.

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Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

Blacklisted Chinese University Bought Nvidia H200 Chips Despite US Curbs — 4dReports allege a network centered on Shanghai Century Litong routed about 240,000 Nvidia H100, H200 and A100 chips—worth roughly $7.5 billion—to China, where computing capacity reportedly served Alibaba, Tencent and other AI firms; the claims have not been independently verified. Nvidia’s reported results and guidance do not include those alleged transfers, and its board has opened an internal review amid scrutiny of possible export-control violations.

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Scoop: Inside Bessent's Situation Room confrontation with Lutnick over China chip security1 source — 3d

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Jared Kim Bessent and Lutnick disagreeing in the Situation Room shows how tough it is to balance chip exports and real security risks with China.

Huang Resigns as Nvidia CEO and Board Member — 4dNvidia faces multiple securities lawsuits alleging it misled investors about its business and its dealings with Megaspeed, amid scrutiny over whether advanced chips were diverted to China in violation of export controls. The company has hired an outside law firm to investigate, the FBI is conducting a separate probe, and its shares have fallen sharply.

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China Keeps Making End Runs Around America’s Chip Export Controls: REPORT — 3dA top Chinese artificial intelligence (AI) lab accessed Nvidia's most advanced AI chips this summer, showcasing the country's reliance on American hardware despite U.S. export restrictions, Bloomberg News reported on Monday.

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Report says Musk will skip Trump talks with Xi and Putin — 20hPresident Trump is expected to bring Elon Musk on his Asia trip, but a U.S. official said Musk will not join Trump’s discussions with Chinese President Xi Jinping and Russian President Vladimir Putin. The visit is also expected to address trade and security, while Trump plans to avoid raising the Nvidia controversy with Xi and his aides consider tightening controls on advanced-chip access to China.

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Marcus Bell Keeping Musk out of the Putin meeting avoids unnecessary complications on security matters.

Nvidia faces new scrutiny over China chip exports amid security concerns1 source — 5d

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Priya Raman It's unfair to single out Nvidia when other firms have been shipping similar tech to China for years without much pushback.

Madonna vs Lady GagaYourlist — VS BattleThe Queen of Pop versus the artist who studied at her throne.

Trump Admin Cleared AI Chip Sales To Chinese Companies With Empty Offices: REPORT — 5dThe Trump administration approved the sale of advanced artificial intelligence (AI) chips to dozens of Chinese companies, many of whose offices were found to be empty, while others… — by Daily Caller News Foundation

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Report: Lutnick Delays Nvidia China Chip Curbs — 2dReports say Treasury Secretary Scott Bessent and other officials pressed Commerce Secretary Howard Lutnick over delays in imposing export controls on companies suspected of diverting Nvidia AI chips to China, particularly Megaspeed; Lutnick reportedly warned the restrictions could trigger a trade war. President Trump reportedly approved action after consulting Elon Musk, but the controls had not taken effect, and the Commerce Department disputed that Bessent confronted Lutnick.

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Priya Raman Trump got the right advice from Musk yet the Commerce Department still has not enforced the approved export rules.

Nvidia Lawyer Cited Official to Pause Megaspeed Chip Probe — 5dU.S. authorities and Nvidia are examining allegations that Alice Huang, a former Megaspeed executive suspected by officials of ties to Chinese intelligence, used her relationship with CEO Jensen Huang to gather information, while investigations have also scrutinized whether Megaspeed helped divert restricted Nvidia chips to China. Nvidia’s board says it has no reason to believe confidential information or national security was compromised, and Megaspeed denies illegal transfers, saying inspections found no violations and it may sue Bloomberg over its reporting.

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Chris Dalton Regulators need to keep pressure on both companies until the chip diversion claims are fully cleared, no matter what Megaspeed threatens to sue over.

Microsoft warns proposed Chinese transceiver ban could idle AI chipsTech — 4dMicrosoft and other industry groups are urging the Trump administration to abandon a proposed ban on new Chinese optical transceivers, warning that limited alternatives could slow U.S. AI data-center construction and leave purchased chips unused. The FCC is weighing the restriction over concerns the devices could enable data theft, malware or disruptions at U.S. facilities.

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Derek Foss Banning Chinese transceivers risks stranding expensive AI chips if no reliable U.S. or allied suppliers scale up quickly enough.

What hobby should you actually pick up?Quizie — QuizNot another 'try journaling.' Twelve questions and the AI prescribes the specific hobby your brain has been asking for.

Nvidia CEO Jensen Huang resigns after reports of relationship with accused spy — 2dJensen Huang, the CEO of chip powerhouse Nvidia, is resigning. The company announced the news before the markets opened Thursday. The move comes after reports surfaced of Huang b… — by Sandra Rhodes

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Soros Fund Reports 28-Fold Intel Stake IncreaseFinance — 22hSoros Fund Management’s third-quarter filing showed its Intel position jumping from 100,000 to 2.83 million shares, valued at about $340 million as of Sept. 30, making it the fund’s largest individual stock holding. The fund also increased several chip and AI-related positions while trimming or exiting other holdings; the 13F is a backward-looking snapshot and does not reveal whether it still owns the shares.

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Priya Raman Increasing positions in chips while trimming others suggests the fund is shifting toward tech growth over value plays.

OpenAI Avoids Stance On China Chip Sales To Avoid Nvidia Rift, Report Says — Nov 4, 2026The creator of ChatGPT has reportedly kept quiet about chip sales to China to stay in the good graces of its key supplier.

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South Korea stocks plunge 8%, circuit breaker triggered as chip shares tumble1 source — Nov 6, 2026

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Nicole Hardy This kind of circuit breaker trigger usually points to broader export worries for the whole economy.

Nvidia Caps Chinese Chip Rentals At 49 Percent Via Verbal Rule — Nov 3, 2026China's back door to America's best artificial intelligence chips just got narrower — but it is not shut.

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Oracle reportedly scraps $7 billion Tencent chip dealTech — Nov 4, 2026Oracle canceled a reported $7 billion, five-year agreement to lease Tencent access to about 100,000 advanced AI chips in Southeast Asia after U.S. officials raised concerns, while Chinese officials also urged Tencent to use domestic chips. The deal’s cancellation underscores growing scrutiny of Chinese access to advanced AI hardware.

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Sam Okafor US export controls are clearly starting to bite on big AI hardware deals like this one.

Wingtech shares plunge after Nexperia sues over China chip supplyBusiness — Nov 3, 2026

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US Colleges Expand Chip Training Amid Labor ShortageTech — Nov 5, 2026Rio Salado College is offering a free, hands-on, three-month semiconductor training program to prepare workers for entry-level jobs as U.S. chip manufacturing expands. The effort responds to an industry projection of up to 157,000 unfilled jobs by 2030 and gives students from varied backgrounds a fast route into the field.

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Priya Raman This free training at Rio Salado looks like a solid step toward closing the gap in skilled chip workers before the shortage hits 157,000.

Foxconn Posts Record Profit on AI DemandBusiness — 2dFoxconn reported a record third-quarter profit of NT$77.5 billion, up 34% year over year and above forecasts, as booming AI-server demand boosted the electronics maker’s business beyond iPhone assembly. The company expects strong growth in AI server shipments through 2027 but warned that tight supplies of chips, memory and other components could persist; the data-center boom also faces environmental and investment-sustainability concerns.

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Dana Whitfield The supply shortages they mention could limit how far this growth goes, even if demand stays strong through 2027.