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- Russian commercial data center operators will be required not only to keep 10% of capacity in reserve for "whitelists", but also to disconnect non-priority customers. More details coming soon in this morning's newsletter.
- In the tripartite negotiations that opened in Abu Dhabi, the US will try to convince Russia to allow representatives of the European Union to come to the table, the "Financial Times" learned. A request was sent to the Kremlin to agree to security guarantees for Ukraine in accordance with Article 5 of the NATO Treaty.
- The tripartite meeting of the leaders of Russia, the US and China at the APEC forum on November 18-19 in Shenzhen is upset. Chinese leader Xi Jinping insists that the parties must agree on the substance of all issues before the forum, during which he will only read statements to the press, WSJ writes.
- The Russian banks propose to postpone the introduction of a progressive taxation scale on deposits of Russians for a year. Bankers do not have time to debug their systems to capture the total income of a large depositor on deposits in all possible banks.
- The growing spying scandal at Nvidia has raised the question of the departure of the company's CEO, Jensen Huang, who has no successor and is, for many, equivalent to the company itself. Both industry and investors are against it, and so far the CEO seems "too big to fire." Anthropic has no plans to delay its IPO despite the volatility and Nvidia sale. Meetings with future investors will take place this week, and the listing on Nasdaq is planned for Thursday or Friday next week.
- China's trade surplus in the first ten months of 2026 exceeded one trillion dollars. At the end of the year, a historic record is expected, higher than last year's 1.2 trillion dollars.