Samsung Electronics and SK Hynix are closely monitoring leadership uncertainty at NVIDIA, one of their major customers, company insiders said Thursday. According to Sina Finance, the two chipmakers are assessing potential succession scenarios after reports that NVIDIA's board is considering possible successors to CEO Jensen Huang following allegations of multiple extramarital relationships. Huang's close ties with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won have raised concerns that his departure could affect business relationships. One company insider said his exit could disrupt contact among industry executives and that slower business talks or changes to existing plans could not be ruled out. Other insiders said current supply agreements are unlikely to be affected, noting that the companies have worked with NVIDIA executives, including Senior Vice President Jeff Fisher, on detailed business plans. Reports also said NVIDIA could retain key executives to maintain management stability if Huang were replaced, as there is no clear succession plan. Another company executive said Huang is an iconic figure in the AI industry, but NVIDIA and the broader sector should not be equated with him alone. The executive added that changes in the regulatory environment or NVIDIA's product roadmap could complicate South Korean chipmakers' production and investment plans over the long term, while regulatory risks are currently unlikely to weaken U.S. companies' competitiveness.

Thai and South Korean refiners bought U.S. crude scheduled for loading in December. According to Sina Finance, traders said Thailand's PTT bought about 2 million barrels and South Korea's SK bought at least one Aframax cargo. Japan's Taiyo Oil had also ordered at least one Aframax cargo earlier in the trading cycle, while India's Bharat Petroleum bought about 1 million barrels for earlier loading. Asian purchases overall have been slower this month than in previous years.

Canada Pension Plan Investment Board plans to roughly double its hedge fund investments to about $160 billion over the next five to seven years. According to Sina Finance, citing people familiar with the discussions, CPPIB is particularly interested in hedge fund firms it does not currently invest with, including Millennium Management, run by Izzy Englander; the sources requested anonymity because the discussions are internal. The C$866 billion ($608 billion) pension fund currently has about $80 billion invested in hedge funds and expects its total assets to roughly double over the next seven years. Hedge fund investments helped CPPIB outperform its internal benchmark in the last fiscal year. Its annual report showed that the capital markets and factor investing department recorded net gains of $3.4 billion in the 12 months through March this year, mainly attributed to external hedge fund investments. A CPPIB representative declined to comment.

A large data center project near Adelaide has been suspended after community opposition, making it at least the third Australian development delayed in recent weeks, according to Bloomberg.

ByteDance co-founder Zhang Yiming said the company can compete with Anthropic and OpenAI in frontier AI, but may need until 2029 or 2030 to reach their level. According to PANews, citing Bloomberg, Zhang made the remarks at a recent company-wide meeting for ByteDance’s AI team. Zhang said the pretraining datasets for ByteDance’s Seed large language models are several orders of magnitude smaller than those used by leading U.S. competitors. He also said ByteDance should not rely too heavily on model distillation and should focus on long-term development. A previous report said ByteDance was expanding into AI agents and planned to launch an assistant similar to Meta Muse.

Katana said it has completed three acquisitions: Sushi’s deployment on Katana, now Katana Swap; IDEX, now Katana Perps; and Vault Bridge, which provides native yield generation. According to Foresight News, Katana will discontinue vKAT and its voting mechanism, with holders able to stake into avKAT to participate in yield. Starting November 17, portions of fees from Swap, Perps, Vault Bridge, and the sequencer will flow to avKAT, with programmatic buybacks planned later. The unstaking cooldown period will be shortened from 45 days to 7 days.

Arthur Hayes transferred a total of $3 million in USDC to OTC trading platforms Flowdesk and Galaxy Digital about 10 minutes ago. According to Odaily, on-chain analyst Ember reported the transfer. About half a month earlier, Hayes sold at least $49.25 million worth of various altcoins and said he planned to wait for prices to fall further before buying. Since then, the tokens he sold have declined by about 15% to 30%. The purpose of the USDC transfer and any specific buying plans have not been confirmed.

英伟达董事会于周三召开内部会议以决定黄仁勋去留，并已与外部机构合作遴选新任CEO候选人。华尔街正密切评估，如果黄仁勋被迫离职将对整个AI行业造成何种程度的直接冲击。

A former Ethereum Foundation employee has sued the organization, Ethereum co-founder Vitalik Buterin and four other defendants, alleging she was fired less than two weeks after disclosing a cancer diagnosis and helping organize staff opposition to a controversial employment directive.

币安联席CEO何一、Richard Teng及首席安全官Jimmy Xu在币安公开Space回应10月30日发生的重大安全事件。

企业花了数十年阻拦机器人爬虫；如今，它们要争相争取 AI 智能体的订单。

英伟达是整条AI链的锚，云厂商资本开支、算力租赁公司的债、模型公司估值，都押在英伟达供不应求上，而替这个前提站台的人是黄仁勋。大家也不想AI泡沫真被老黄戳爆吧?

实际收入下滑与AI投资驱动增长并存下的货币政策困境。

华尔街日报称英伟达董事会正准备讨论首席执行官黄仁勋的去留，最快可能于当地时间周三召开会议。风波已从个人生活延伸至公司治理和领导层稳定。

股票市场这块蛋糕，应该没有哪家交易所不想分的，只是Upbit还被监管挡在门外，只能靠持续上新币撑住流量。

国会迎来民主党掌控，但议员群体也不再那么老龄化。长期视角下，任何由这次选举引发的回调，反而大概率是加密货币的买入机会。

纽约联储主席威廉姆斯离任时间引发美联储内部争议：他能否任职至2028年6月，还是必须在2027年6月年满65岁时退休？若他提前离任，沃什或将提前一年影响这一关键职位的人选。