Nvidia’s 20-Mention Day: Boards, Money, Megawatts
Nvidia rose from one daily mention to 20 on November 10 as its board weighed Jensen Huang’s future. Anthropic’s 825 million-share offering and $3.4 billion generator commitment put investors and power customers into the same week’s decisions.
Xbox's $3.99 Test of Life Beyond the Console
Microsoft is testing 10 hours of Xbox Cloud Gaming for $3.99 without Game Pass while aligning its PC, web and TV clients. The console is one endpoint; server time and catalog economics determine what broader access is worth.
Valve’s SteamOS Leaves the Deck as PS5 Hits $650
Valve now offers SteamOS installation for other AMD handhelds, including the ROG Ally. Sony’s standard PS5, meanwhile, reached $650 in April 2026—close to the $699 launch prices of two prominent handheld PCs.
PJM Cut 4 GW. A Lease Doesn’t Deliver Power
AI data center underwriting now separates proposed megawatts from capacity that can earn revenue. Dominion counted 40.2 GW of Virginia data-center demand in December 2024, while PJM later cut roughly 4 GW from its summer 2027 peak-demand forecast.
Intel’s 28.58% Fall Meets Google’s Reported TPU Order
Intel fell 28.58% after weak guidance; Google reportedly ordered it to manufacture more than three million TPUs for 2028. AMD’s roughly $17 billion fourth-quarter revenue forecast against Intel’s $15 billion–$16 billion outlook adds pressure without proving an x86 handover.
Sources: Nvidia's board is preparing to oust Jensen Huang after he had two extramarital affairs, one with a suspected Chinese spy; NVDA drops 5%+ pre-market
Move follows company investigation into an affair with a Chinese woman alleged to be a spy — Nvidia's board is preparing to oust CEO Jensen Huang …
Sources: Howard Lutnick has stalled curbs on companies suspected of diverting Nvidia chips to China; Trump approved curbs for a third time in 2026 on November 5
President Trump on Thursday authorized a crack down on companies suspected of diverting Nvidia's advanced AI chips to China …
Jensen Huang resigns as Nvidia CEO, president, and board member; CFO Colette Kress will serve as interim CEO as the board considers candidates; NVDA drops 5%+
- Colette Kress, Executive Vice President and Chief Financial Officer, Appointed Interim CEO — Harvey C. Jones Appointed First-Ever Chair of the Board
Google launches Gemini Decisions API, powered by its new Gemini Decision 1 model, to return predefined answers with confidence scores, at $0.10/1M input tokens
Introducing the Gemini Decisions API, powered by our new Gemini Decision 1 model. Evaluate up to 1,000 yes/no, choice …
United Airlines says it will block third-party AI assistants from booking tickets to protect its customers' data, citing potential FAA and DOT rule violations
The carrier says automated assistants present data-privacy risks; 'I don't want to create another middleman'
AWS releases AWS Emulator, a free tool that simulates 200+ services locally, saying AI agents wrote it and its team hasn't written or reviewed any of its code
AWS says its engineers didn't write or review a single line of code in its newest developer tool, and the company is touting that as a selling point.
Google and Samsung open preorders for their Android XR “Intelligent Eyewear” smart glasses, for $395+ for Warby Parker frames and $449+ for Gentle Monster
The “Intelligent Eyewear” is a collaboration between the two tech companies, with Samsung providing its hardware expertise …
Sources: Anthropic's IPO draws multiple times the orders for the shares available; a source says Dario Amodei and Jamie Dimon have a livestream event on Friday
Anthropic PBC's initial public offering has drawn multiple times the orders for the shares available, according to people familiar …
Roku says it will wind down sales of smart home hardware to focus on streaming, days after Fox closed its acquisition, but will keep supporting existing devices
No more cheap cameras and light bulbs … Roku is done with light bulbs and smart switches: The streaming device maker …
Volodymyr Zelenskyy says Starshield faced “systematic speed restrictions” for several days; Ukrainian officials believe it is to pressure Kyiv amid peace talks
Army struggles to intercept Russian jet-powered drones, just as Steve Witkoff and Jared Kushner meet Vladimir Putin
Silicon Valley's herd mentality in cozying up to Trump backfired as Democrats may seek retribution, China closes the AI gap, and anti-Big Tech sentiment grows
For Silicon Valley leaders, cozying up to the Trump administration has led to a series of spectacular failures.
OKX and ICE's joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected
Crypto's race to grab a slice of the US stock market is picking up speed even as many of the companies whose shares are being targeted for tokenized trading are pushing back.
Google DeepMind launches AlphaGenome 2, trained on 100M+ cell profiles across 68 tissues to predict the effects of genetic variants, for non-commercial research
DeepMind's new DNA model better predicts how mutations affect different cells, potentially opening paths to treatment.
Memo: Meta's head of infrastructure and co-head of engineering Santosh Janardhan plans to leave in early 2027 and Dave Brown will become head of infrastructure
Meta Platforms Inc.'s longtime infrastructure chief will leave the company in early 2027, a major leadership change as it continues …
Sources: Jensen Huang had an extramarital relationship with Nvidia VP of Healthcare Kimberly Powell, who reports to him; the affair was discussed inside Nvidia
Mr. Huang, Nvidia's chief executive, is already facing scrutiny over an affair with a Chinese businesswoman who U.S. intelligence determined was a Chinese spy.
Sources: firms tied to Alice Huang recently invested in DeepSeek, to forge closer ties and supply Nvidia's Blackwell chips, which are banned from sale to China
The network of companies tied to Alice Huang, the alleged Chinese spy in a romantic relationship with Nvidia's former CEO Jensen Huang …
IBM unveils the Quantum Nighthawk r3, its next-gen processor designed to execute 10,000 quantum operations across 520 qubits to tackle more complex computations
IBM Corp. today announced the Quantum Nighthawk r3, its next-generation processor designed to tackle larger …
Nvidia dropped 14% at Thursday's open after Jensen Huang resigned, erasing $600B+ in value and taking its market cap below $4T for the first time since 2025
Nvidia Corp.'s stock plunged at the open Thursday, taking the chipmaker's market capitalization below $4 trillion for the first time since 2025 …
Sources: co-founder Zhang Yiming says ByteDance plans to launch a Muse-like AI assistant in the coming weeks and rival Anthropic and OpenAI by 2029 or 2030
ByteDance Ltd. plans the release of a Muse-like AI assistant in the coming weeks to augment its lead in AI video …
NYC-based Imprint, which helps companies offer co-branded credit cards and manage loyalty programs, raised $130M led by Khosla Ventures at a ~$1.9B valuation
Imprint CEO Daragh Murphy's co-branded card startup is now solving loyalty for brands in agentic commerce. — ∙ Paid
Tel Aviv- and SF-based Edelbyte, which is building a data analytics platform designed for AI agents, emerges from stealth with $70M across a Series A and a seed
This voice experience is generated by AI. Learn more. … Big data analytics is being reimagined for AI agents.
Apple HomeView review: fast home controls, helpful Siri AI, gorgeous customizable faces, great sound for its size, but Siri can be slow and pricey wall mount
The HomeView nails everything I want from a smart display. It's superb at controlling my smart home; it's an excellent hands …
Munich-based Agile Robots, which builds humanoids, mobile robots, robotic arms, and software to control them, raised $500M led by SoftBank at an $8.5B valuation
Agile Robots SE raised funds valuing the German robotics maker at $8.5 billion in a round led by SoftBank Group Corp. …
Sources: CoreWeave plans to raise $4B+ via an investment-grade loan as soon as next week; CoreWeave says it may yield 7%-7.5%, about half its junk bonds' yield
CoreWeave Inc. plans to raise at least $4 billion through an investment-grade loan offering after the AI computing supplier boosted …
Nvidia appoints ex-Synopsys CEO Harvey C. Jones as its first-ever board chair; the board's Jensen Huang exit press release does not include a quote from Huang
After reports of Huang's two extramarital affairs with an alleged spy and an Nvidia executive, he's out, and Nvidia CFO Colette Kress is in.
SMIC reports Q3 revenue up 34% YoY to ~$3.19B, net profit up 123% to ~$428.4M, above ~$396.8M est., and a gross margin of 29.9%, above its 26% to 28% guidance
Gross margin reached 29.9% in the third quarter — SMIC, China's largest contract chip manufacturer, more than doubled profit …
Sources: Scott Bessent confronted Howard Lutnick last week over the Commerce Department not adding Megaspeed to its entity list; the agency denies it occurred
Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick over a failure to place Nvidia customer Megaspeed …
Radical Numerics unveils Omnii Defense, an edge AI model it says can identify natural and AI-engineered pathogens with a USB gene sequencer and no internet
Startup Radical Numerics has developed a model that it says can identify natural and AI-engineered pathogens without an internet connection.
Anthropic's IPO roadshow video: Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be “relics of the past” in “less than a decade”
doomsday cult, healing miracles cult, secret knowledge cult, messianic cult—and it's been effective.Melinda B. Chu /@melindabchu1:Why is he saying this? lol. 🤣 Just trying to pump $100-200 billion mor...
Source: Nvidia's board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search
Nvidia Corp.'s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen …
US officials: multiple US DOJ probes threaten to sweep up Nvidia, including one focused on antitrust grounds and two focused on Megaspeed and Supermicro
Multiple US Justice Department probes threaten to sweep up Nvidia, according to two administration officials, as the fallout …
Game developer House House confirms using AI during Big Walk's final development, sparking an intense debate among Independent Games Festival judges and jurors
Source: Nvidia's board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search
Nvidia Corp.'s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen …
A profile of interim Nvidia CEO Colette Kress, who joined in 2013 after working at Cisco and Microsoft; as CFO, Kress criticized US export controls on China
Ms. Kress, the company's chief financial officer, joined Nvidia in 2013. — Colette Kress, a longtime Nvidia executive …
Sources: self-driving simulation software maker Applied Intuition is in talks to raise at least $1.5B led by General Catalyst at a ~$30B pre-money valuation
Applied Intuition Inc., a defense contractor developing technology for autonomous vehicles, is in talks to raise at least $1.5 billion …
After the US midterms, Palantir CEO Alex Karp pivots toward Democrats, describing his philosophy as “progressive” and praising Trump for saying ICE went too far
like all great crony capitalists — benefitted enormously from it!@bradmunchen:This guy should be locked up, either in prison or in a padded cell.Adam Wren /@adamwren:NEWS: Alex Karp, the Palantir CEO ...
Lumbra, which is developing tech to orchestrate AI agents in ultra-secure computing environments for the intelligence community, raised a $25M Series A
A profile of interim Nvidia CEO Colette Kress, who joined in 2013 after working at Cisco and Microsoft; as CFO, Kress criticized US export controls on China
Ms. Kress, the company's chief financial officer, joined Nvidia in 2013. — Colette Kress, a longtime Nvidia executive …
Records: China's Northwestern Polytechnical University, which has deep PLA ties, bought access to Nvidia's H200 AI chips despite being on a US export blacklist
The EU introduces the Digital Fairness Act, which aims to curb addictive design features on social media platforms and manipulative “dark patterns”
Salt Lake City-based energy storage startup Torus raised a $500M Series C led by Magnetar to build shipping container-sized AI data centers at 1MW to 20MW sizes
Singapore says it held Alice Huang's passport from June 2025 to February 2026 and released her with a “stern warning” after the US provided very little help
Paul Mozur /New York Times:
London-based Uforce, which makes unmanned air, sea, and land vehicles, raised $700M co-led by the UK National Wealth Fund and Valor Equity at a $6B valuation
A growing number of young victims whose photos and videos Grok sexualized are seeking to hold xAI legally accountable for letting users generate such content
Singapore says it held Alice Huang's passport from June 2025 to February 2026 and released her with a “stern warning” after the US provided very little help
Paul Mozur /New York Times:
Sources: Megaspeed founder Alice Huang has returned to China; a source says she is currently living in Beijing with the knowledge of security officials
Russian pranksters tricked three OpenAI natsec and policy executives into a video meeting by posing as Ukrainian officials; OpenAI says it “acted internally”
Sources: even before Jensen Huang's Alice Huang affair became public, some Trump officials questioned Jensen's aggressive lobbying for more chip sales to China
Wall Street Journal:
Sources: Nvidia employees, known for their fierce loyalty to Jensen Huang, have been left stunned and some are angry at the news of his extramarital affairs
Michael Acton /Financial Times:NEW
Neocloud Nebius' stock falls 16%+ after it reported Q3 revenue up 571% YoY to $980.8M, above $907.5M est., increased 2026 capex spend, and issued a weak outlook
Source: Nvidia's board is considering Apple Chief Hardware Officer Johny Srouji as a CEO candidate
Some members of Nvidia's board favor appointing Chief Financial Officer Colette Kress as interim CEO, according to people familiar with the matter.
A look at the AI community's “handoverism” ideas, which envision humanity entrusting “the direction of its future to AI”, and what it may look like in practice
Google launches Tabletop, an experimental AI platform to build customizable, collaborative personal planning and coordination hubs, in beta via a US waitlist
Jensen Huang's resignation caps a 33-year career, growing Nvidia from a GPU maker to an AI giant; born in Taiwan, he moved to the US at 10 and has a ~3.6% stake
Amrith Ramkumar /Wall Street Journal:
Whoop launches Whoop Humans, a free opt-in social network in its app that allows members at every tier to share health data with approved followers
Foxconn reports Q3 revenue up 47% YoY to ~$95.4B, net income up 34% to ~$2.4B, above est., driven by AI and iPhone Duo demand, and forecasts strong 2027 sales
Letter: Sens. Elizabeth Warren and Chris Coons ask the Trump administration to preserve all documents tied to Nvidia's chip exports to China and Huang's affair
Wall Street Journal:
London-based AI chip startup Fractile raised $720M from Thrive, Founders Fund, and others, sources say at a $7B post-money valuation, up from ~$1.1B in May
SoftBank takes a $3.7B earnings hit, due largely to canceled reservations on power generation equipment; sources: it had reserved 13GW+ of turbines to power AI
Rox, which develops AI agents to automate customer research and outreach, raised a $100M Series B led by General Catalyst and March Capital at a $1.3B valuation
Sources: Megaspeed founder Alice Huang has returned to China; a source says she is currently living in Beijing with the knowledge of security officials
The suspected Chinese spy at the center of a scandal that threatens to take down Nvidia Corp. Chief Executive Officer Jensen Huang …
Munich-based SE3, which is developing “spatial intelligence” software to combine feeds into a queryable 3D battlefield map, raised a $30M Series A led by Accel
MacBook Pro with PROLED XDR teardown: 5/10 repairability, a point above the M5 MBP, and Touch ID works with a new logic board; the backlit logo uses four LEDs
Beijing says “the US should stop fabricating the so-called Chinese spy narrative as a pretext for imposing technology restrictions”; Trump and Xi meet next week
Samsung's Android XR smart glasses hands-on: stylish with good privacy protections like local face redaction and nice Gemini features like real-time translation
Victoria Song /The Verge:NEW
Sources: Alice Huang's business partner and husband Kang Wei spoke openly of her Jensen Huang relationship; Wei, who knew Jensen for a decade, introduced them
Kang Wei appeared to accept that his wife Alice Huang was in a romantic relationship and spoke openly of her closeness to the Nvidia chief
German defense tech giant Helsing launches Clarity, an intelligence platform using military-customized AI agents to rival Palantir's Maven and Anduril's Lattice
Plurai, founded by ex-Nexar employees to use synthetic data and digital twins of corporate IT environments to assess AI agents, raised a $13M seed led by Team8
US House Foreign Affairs Chairman Brian Mast says Jensen Huang has agreed to testify to Congress before Thanksgiving, likely behind closed doors
VR pioneer Jaron Lanier says Silicon Valley is sabotaging itself by poorly pitching AI and callously treating areas for building data centers as sacrifice zones
Jensen Huang's Nvidia ploughed its vast profits into bankrolling AI startups, suppliers, and chip customers, a web of dependencies that could now unravel
no I'm better than that [embedded post]Dr. Steven Buckley /@stevenjcbuckley:THIS is the key issue with Nvidia. — The entire AI industry is essentially being propped up by them and venture capital. ...
A look at potential Nvidia CEO candidates, including CUDA inventor Ian Buck, Arm CEO Rene Haas, and Apple Chief Hardware Officer Johny Srouji
Bloomberg:NEW
A look at Russian ransomware-as-a-service group Qilin, which has become the world's most active gang, likely run by 36-year-old Aleksey Mikhailovich Yakovtsev
Binance says it has covered all of the $6.3B in cryptoassets stolen on October 29, using its profits and emergency funds to replace common and obscure tokens
Colette Kress may take a more conservative approach than Jensen Huang; sources say she sometimes pushed back on his riskier deals like backstopping OpenAI
Nvidia's appointment Thursday of its longtime chief financial officer Colette Kress as interim CEO will force the finance veteran …
How CFTC Chairman Michael Selig reversed years of agency policy to authorize perpetual crypto and stock trades on Kalshi and others, despite SEC staff concerns
Staff email: interim Nvidia CEO Colette Kress cites “an extraordinarily difficult period” and promises “more from leadership” and a company November 18 meeting
Terrence O'Brien /The Verge:
Sources: Tencent founder Pony Ma says in his annual speech that he is willing to deploy half of the company's 100,000-strong workforce to AI-native businesses
Letter: Sens. Elizabeth Warren and Chris Coons ask the Trump administration to preserve all documents tied to Nvidia's chip exports to China and Huang's affair
Wall Street Journal:
Trump says Tim Cook is the “only one man” to replace Jensen Huang as Nvidia CEO, adding “A Legend replaces a Legend!” and Huang “has done a fantastic job”
Zac Hall /9to5Mac:NEW
Sources: the UK's proposed under-16 social media ban is expanding to target recommender systems and user content, including YouTube Kids, Lego Play, and Spotify
Analysis: AI-driven e-commerce adoption has surged during China's month-long Singles Day festival; Syntun: event sales rose 2.4% from October 7 to October 31
Filing: Alphabet agrees to additional privacy protections to salvage its $10M acquisition of bankrupt Spirit Airlines' data, resolving objections from unions
Australian quantum software startup Q-Ctrl, which builds sensors that help ships and aircraft navigate when GPS is unavailable, raised $290M at a $1B+ valuation
Wesleyan Media Project: political campaigns spent ~$187M on ~300 AI-generated or AI-enhanced ads in the midterms; ~90% of tracked AI ads were for GOP candidates
Sources: Chinese AI companies rush to rent Nvidia cloud capacity overseas amid fears of tighter US export control enforcement after the Jensen Huang spy scandal
Chinese artificial intelligence companies are trying to rent Nvidia-powered computing capacity at data centres outside China …
LangChain, which aims to help large companies build and deploy their own AI agents, raised $300M led by CapitalG at a $3B valuation, up from $1.25B in 2025
After China's anti-corruption crackdown on hospital visits and pharma reps, drugmakers turn to AI assistants from Alibaba, JD, and others to reach physicians
Nvidia stopped reporting Singapore revenue after its Q2 2025 ended on July 27, when it accounted for 22% of its revenue, after placing Megaspeed on a block list
Jonathan Weil /Wall Street Journal:
AMD's shares rose 4%+ pre-market, after closing up 7.3%, and Broadcom gained 2.4% pre-market, following a 4% gain, as Nvidia's board weighs ousting Jensen Huang
Financial Times:
China hawks and Big Tech critics on Capitol Hill are building bipartisan support for tighter export controls, as Jensen Huang loses favor despite Trump's praise
Joe Miller /Financial Times:
As Anthropic prepares to IPO, Amazon and Google collectively own 25%+; Amazon's $18B investment could reach $250B+ in value and Google's $33B could hit $140B
Karen Weise /New York Times:
Sources: the US Commerce Department is finalizing a semiconductor control expansion that would prevent remote data center access and chip smuggling into China
The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced AI …