Reportedly, a U.S. House committee is negotiating timing with Jensen Huang’s team for his attendance at a hearing.

2026-11-12

Reportedly, a U.S. House committee is negotiating timing with Jensen Huang’s team for his attendance at a hearing.

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2026-11-12

1. 微软承诺自行承担AI算力扩建的供电成本。 2. 美媒曝英伟达正准备罢免黄仁勋,英伟达盘后跌超7%。 3. SpaceX据悉尝试机架层“去英伟达化”:只买芯片,研发Kessel机柜绕过L6计算板。 4. Anthropic新增微软、谷歌云计算合同承诺逾100亿美元。 5. 得州电网负责人:希望数据中心在停电危机发生前削减用电量。 6. 日本拟针对AI企业的安全风险引入处罚机制。 7. 黄仁勋相关调查引发担忧,英伟达遭遇华尔街评级下调。 8. AI企业面临审视之际,Alphabet启动亚洲债券发行。 9. 百度发布文心5.5 Flash预览版,开放百万Token上下文API。 10. 西门子能源披露数据中心相关在手订单约150亿欧元。 11. 福建:建设10个人工智能科研创新平台 立项10个人工智能方向技术创新重点攻关及产业化项目。

2026-11-12

BAE Systems raised full-year free cash flow guidance by roughly 50%, updating its outlook from >£2bn to about £3bn (~$4bn), citing higher government defence spending in its core markets. The company reiterated expected full-year sales growth of 8–10% and said orders have strengthened as European nations accelerate equipment purchases to boost capabilities and reduce reliance on US suppliers, while ongoing Middle East conflicts are prompting defence upgrades by major regional customers. BAE added