This brief covers the industry's November 10-11 window. Chip deals and capital moves set the tone, while open-source releases and local deployments kept their pace. Thirteen items, one by one.
Nvidia's Korea AI Day brings SK Telecom and Rebellions on board Nvidia hosted AI Day 2026 in Seoul, opening NVLink Fusion to SK Telecom and Korean AI chip startup Rebellions. Sovereign-AI cooperation now runs from chips to talent. (EETimes China)
Nvidia chips worth 76M yuan stolen in transit A batch of Nvidia AI chips worth over 76 million yuan went missing during transport, described as the largest GPU theft on record. The security gap sits uncomfortably next to today's scarcity pricing. (China.com)
SoftBank posts first quarterly loss in two years AI asset swings caught up with the Vision Fund, and a US data-center project took a major impairment. The result is SoftBank's first quarterly loss in two years. (Wallstreetcn)
Microsoft lobbies against a China optical module ban Microsoft is lobbying the Trump administration to block a proposed import ban on Chinese data-center optical modules. Supply-chain cost and geopolitical safety now sit on the same scale. (Investing.com)
Denglin lists on HKEX as third domestic GPU stock Suzhou-based Denglin Technology listed on November 10 at 231 HK dollars per share, raising about 1.415 billion HK dollars, following Biren and Iluvatar CoreX. It broke issue price on day one. (21jingji)
Fanhanshu raises near-100M-yuan angel round for AI-native chips The AI-native chip design startup closed a near-100-million-yuan angel round. Capital keeps flowing toward chip design sources. (CNFOL)
Ant Lingbot open-sources robot touch model Ant's Lingbot unit released the LingBot-Touch tactile foundation model. Its "feel" transfers across different dexterous hands. (TechNode)
Tsinghua team open-sources video generation framework A Tsinghua team open-sourced a video generation framework with a 3D spatial memory, cutting down repeated reroll attempts. (BAAI)
Qianwen Office 2.0 lands with agent collaboration Qianwen Office 2.0 shipped with multi-user and agent collaboration, pushing the office-agent race from chat into documents and workflows. (Beijing News)
Geely and CMA release lane-level weather model Geely and the China Meteorological Administration's numerical center jointly launched a lane-level weather monitoring model for intelligent driving. (Sina)
Lenovo picks Zhangjiakou for a computing center After Alibaba and Tencent, Lenovo is building a computing center in Zhangjiakou. The Beijing-Tianjin-Hebei compute map keeps getting denser. (Eastmoney)
Hunan launches dedicated AI training program Hunan started a province-wide AI training action to build applied AI talent for industry frontlines. (STDaily)
Hong Kong International Computer Congress opens with AI+ focus The congress opened in Hong Kong, with the government laying out three tracks to unlock AI+ advantages over the next five years. (HKMAO)
Read across the 13 items and the pattern holds. Capital and chips dominate the tape, open-source and deployment keep their pace, and every link of the compute stack is being repriced.