AMD outperformed Nvidia by 53.2 percentage points over five trading days, its widest lead since Nvidia’s January 1999 IPO. AMD gained 44.7% while Nvidia fell 8.5%, according to BeInCrypto, citing The Kobeissi Letter. The previous record gap was 49.9 percentage points in April 2016; this year, AMD is up 149.4% and Nvidia down 12.7% through Friday’s close, a gap of about 162 percentage points. AMD fell 8.75% Friday, closing at $534.06, down from $585.30, then slipped 2.41% to $521.20 after hours—just above $514, a level BeInCrypto’s analysis identified as a threshold for the bullish setup. Trading volume reached 48.6 million shares, nearly double the three-month average; The Motley Fool analysts attributed part of the decline to profit-taking. Chip stocks also sold off as the 10-year Treasury yield stayed above 5% after October’s producer price index. The rally coincided with scrutiny of Nvidia after CEO Jensen Huang quit on November 12. Nvidia named CFO Colette Kress interim CEO while its board searches for a permanent replacement. AMD reported third-quarter revenue up 45% year over year to a record $13.4 billion, with data center sales nearly doubling to $8.5 billion. Nvidia reports earnings November 17 after the U.S. market closes, having guided for $108 billion in third-quarter revenue, plus or minus 2%; LSEG-polled analysts expect about $109.2 billion in revenue and adjusted earnings of $2.48 per share. The quarter ended October 25, before Huang’s departure, while next-quarter guidance will be Kress’s first as interim CEO. Investors are watching for Nvidia’s view on whether cloud customers are shifting AI chip orders, a key assumption behind AMD’s run; weak results could weigh on the broader chip group.

US corporate bonds have rallied in recent weeks, drawing money managers seeking shelter from turbulence in stocks. Yields of 6% are gaining appeal after Nvidia-related turmoil, according to Bloomberg.

Tenzai co-founder and CEO Ariel Zeitlin said he rejects recursive self-improvement, calling a rapid takeoff in which one company’s model quickly iterates and leaves all competitors behind “basically impossible.” According to Sina Finance, he expects AI development to slow rather than accelerate, partly because AI capabilities under development are approaching the level of human experts, making it increasingly difficult for them to evaluate AI outputs. Zeitlin also said each dollar invested will yield progressively smaller improvements in AI capabilities, which is one reason companies such as Anthropic and OpenAI need huge amounts of funding. If a company spends ten times as much to achieve only a doubling in model capabilities, measuring technical progress will become difficult, he said. He added that breakthroughs will become increasingly difficult and that this trend will continue.

Federal Aviation Administration Administrator Brian Bedford said nationwide air transportation was expected to return to normal by the evening of the 15th. According to Sina Finance, Bedford apologized to the U.S. public on the 14th after a nationwide flight halt disrupted air travel, saying the worst period had passed. Delta Air Lines, United Airlines and American Airlines canceled about 20% of their flights on the 14th, while JetBlue canceled about 40%, according to U.S. reports that day. Transportation Secretary Sean Duffy said an investigation was underway into whether operator error caused the communications failure. At the time, an FAA contractor was upgrading communication lines, replacing copper cables with fiber-optic cables. After the FAA issued a nationwide ground stop on the 13th because of a large-scale communications failure, airlines canceled nearly 10,000 flights and delayed more than 7,000. The ground stop lasted nearly five hours, making it the longest nationwide flight halt since the September 11, 2001, attacks.

The “Yes” probability for “Donovan Mitchell: Points O/U 14.5” in Polymarket’s “Mavericks vs. Cavaliers” market fell to 27% from 50.5% one hour earlier, a 23.5-percentage-point decline. According to ChainCatcher, the market saw a sharp fluctuation.

predict.fun puts GEN’s probability of beating BLG in the League of Legends S16 World Championship final at 60%. According to Odaily, the teams are set to contest a best-of-five final for the Summoner’s Cup at 3 a.m. today. GEN defeated LYON and IG 3-0 in the quarterfinals and semifinals, respectively, and has not dropped a game in the knockout stage. Its only lost game of the tournament came in a 2-1 Swiss-stage win over LYON. BLG beat DK 3-0 and defending champion T1 3-1, eliminating two LCK teams. Neither mid laner, Chovy nor Knight, has won the World Championship. Chovy is making his first appearance in the final, while Knight could become the first non-Korean mid laner to win the title since Season 3.

في 13 نوفمبر بالتوقيت المحلي في الولايات المتحدة، عقد داريو أمودي، المؤسس المشارك والرئيس التنفيذي لشركة أنثروبيك، وجيمي ديمون، الرئيس التنفيذي لشركة جيه بي مورغان تشيس، حوارًا حول الاكتتاب العام الأولي في نيويورك.

لقد ترك رحيل جنسن هوانغ المفاجئ آلة التمويل الدوارة للذكاء الاصطناعي التابعة لشركة إنفيديا، والتي تزيد قيمتها عن 500 مليار دولار، والمبنية على استثمارات الأسهم والضمانات وعمليات إعادة الشراء، بدون عقل مدبر.

"جولدن ويكلي" عبارة عن عمود أسبوعي ملخص لصناعة البلوك تشين أطلقته شركة جولدن فاينانس، ويغطي الأخبار الرئيسية وبيانات السوق والعقود ومعلومات التعدين وتحديثات المشاريع والتطورات التكنولوجية وديناميكيات الصناعة الأخرى.

ليس سراً أن جينسن هوانغ والرئيس التنفيذي لشركة أنثروبيك على خلاف علني بشأن سياسة الذكاء الاصطناعي وصادرات الرقائق الإلكترونية. فمن المناقشات الحادة في واشنطن إلى رفض هوانغ العلني لحظر شامل للصادرات فرضه أمودي، لطالما أوضح الاثنان موقفهما.

عندما يبدأ المهاجمون باستهداف هويات الموظفين، والأذونات الداخلية، وسلسلة التوريد، فإن مجرد تخزين المفاتيح الخاصة لم يعد كافياً لتشكيل دفاع أمني كامل.

قد يكون رحيل جينسن هوانغ المفاجئ مجرد بداية لتفشي مكثف للمخاطر السياسية في شركات التكنولوجيا الأمريكية العملاقة.

تشير استراتيجية غولدمان ساكس العالمية للأسهم لعام 2027 إلى أن طفرة الإنفاق الرأسمالي على الذكاء الاصطناعي تقترب من ذروتها، وأن نمو الأرباح العالمية سيتباطأ بشكل كبير.

هل ينبغي حقاً للمؤسس الذي بنى إمبراطورية عالمية لرقائق الذكاء الاصطناعي على مدى 33 عاماً أن يرحل؟

جنسن هوانغ، من شركة إنفيديا، ومستثمر في إيثيريوم. كان جنسن هوانغ أيضاً من أبرز الشخصيات المؤثرة في مجال إيثيريوم. يقول جينسي فاينانس: "ستصبح قيمة إيثيريوم عالية جداً".

أطلقت شركة Jinse Finance نشرتها الإخبارية اليومية الخاصة بصناعة العملات المشفرة وتقنية البلوك تشين، "Jinse at 8 AM"، العدد 3242، لتزويدكم بأحدث وأسرع الأخبار حول صناعة العملات الرقمية وتقنية البلوك تشين.