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Jensen Discovers Export Controls
Plus: OpenAI Wants More Ads, Google Pulls an Adobe on Schools
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Nvidia Tells Clouds to Cap China Business
Nvidia verbally told cloud partners worldwide to sell at least 51% of services outside China, while saying US policy wants business from everywhere.
EU Adviser Says Gemini Answers Can Infringe
An EU court adviser says Gemini can breach publishers' rights when it fetches and reuses articles, but called training on them generally permitted.
Tesla Cuts Europe Speeding Margin to 10%
Tesla's European speeding margin drops from +50% to +10% under a new name, while US buyers still pay $99 a month for Full Self-Driving.
DeepSeek Lifts China Funding to 2018 Levels
DeepSeek's $15.9 billion round, reported two days after a US agency ban, is China's largest venture deal and lifted October funding to $59 billion.
Kimi K3 Gets India-Only Processing on Bedrock
A new Bedrock profile keeps Kimi K3 requests in Mumbai and Hyderabad for Indian customers with residency rules, though Moonshot's newer K3.1 Pro is absent.
AMD Data Center Sales Nearly Double
AMD's data center sales rose 97% to $8.55 billion and it guided $17 billion next quarter, while two Helios customers hold AMD investment money.
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