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Microsoft stated regarding the outage: "We have not found any malicious activity that caused this incident."

SemiAnalysis, a semiconductor research firm, released a report on November 13th stating that Nvidia's most difficult-to-replicate competitive advantage is not a single chip, but rather its supply chain organization capabilities that integrate GPUs, HBM, advanced packaging, networking equipment, and complete systems. Nvidia itself doesn't own a wafer fab, yet through long-term procurement commitments, securing capacity in advance, and coordinating suppliers, it has expanded its single-product business from approximately $1 billion to $250 billion. SemiAnalysis believes that as Google, Amazon, and AMD expand their AI chip supply, Nvidia's share of HBM and CoWoS advanced packaging capacity has declined and is expected to continue declining in 2027. However, this decline in market share does not necessarily mean an immediate contraction in profits: due to the continued rapid expansion of the AI ​​infrastructure market, Nvidia's profits are still expected to double next year. The firm likens the current competitive landscape to Apple in 2020: even with pressure on market share, strong supply chain control can still support profitability.

Australia's S&P/ASX 200 index closed down 66.10 points, or 0.72%, at 9080.70 on Friday, November 13.

CEO of Sumitomo Mitsui Financial Group: Personally, I do not expect a significant change in the management's stance at Nvidia.

Sumitomo Mitsui Financial Group CEO: The impact of Nvidia CEO's departure on data center investment is currently unclear and depends on the new leadership.

According to Interfax news agency, citing the Russian Ministry of Defense, Russia struck a cargo ship in the Black Sea.