PR Newswire·Nov 12, 2026, 9:47 AM ET

AI Infrastructure Numbers Keep Climbing While the Week's Headlines Turn to the Boardroom

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NVIDIA's board initiated an independent investigation on Nov. 8 regarding foreign intelligence targeting CEO Jensen Huang, though the company stated no national security or secrets were compromised.
NVIDIA reported fiscal Q2 revenue of $96.2 billion, a 106% year-over-year increase, with Data Center revenue reaching $89.0 billion, while guiding Q3 revenue to $108.0 billion plus or minus 2%.
NVIDIA confirmed its Vera Rubin platform is in full production, with its CUDA platform now serving as the foundation for 6 million developers worldwide.
TSMC reported October 2026 consolidated revenue of approximately NT$586.89 billion, a 14.7% increase from September, with year-to-date revenue up 43.3% to NT$4,485.62 billion.
TSMC guided fourth quarter revenue between US$52.3 billion to US$54.3 billion, citing strong demand for leading-edge technologies including a steep ramp of its 2-nanometer process.
Amazon's AWS segment sales increased 39% year-over-year to $46.0 billion in Q3, representing the unit's fastest growth in nearly five years, with full-year capital expenditures expected at approximately $220 billion.
CoreWeave reported Q3 revenue of $3.66 billion, a backlog of $132.5 billion as of Sept. 30, 2026, raised full-year revenue guidance to $13.0 billion to $13.3 billion, and expects capital expenditures of $37 billion to $39 billion.
NVIDIA is scheduled to host a conference call on Tuesday, Nov. 17, at 5 p.m. ET to discuss results for its fiscal third quarter ended Oct. 25, 2026.
The report discloses that Market Equities Limited owns shares of NVIDIA Corporation with a planned sale restriction until Dec. 5, 2026, constituting a conflict of interest.

Company: Market Updates
Keywords: Market Updates