Techmeme River
Samstag, 14. November 2026
17:05
Unlike other larger-than-life tech founders, Jensen Huang lacked super-voting shares in Nvidia, making it easier for him to lose control of the company
Forbes
15:45
USD-pegged stablecoins are taking a growing share of Latin America's crypto activity, serving as a store of value and an efficient cross-border payment system
Bloomberg
14:55
Letter: Altimeter's Brad Gerstner and Atreides's Gavin Baker urge Nvidia's board to consider “the potential return of Jensen Huang”; they own $2.13B in Nvidia
CNBC
14:01
A petition to reinstate Jensen Huang as Nvidia CEO tops 100K signatures, including Elon Musk, Tim Sweeney, and Garry Tan; organizers say 5K+ Nvidia staff signed
Business Insider
13:35
Databento, which offers market data APIs and says it has contracts with five of the six largest frontier AI labs, raised a $100M Series C at a $1.1B valuation
FinTech Global
13:05
Jensen Huang's resignation is a setback for US open models, as his funding gave open-source developers time to find their footing and will very likely dry up
Interconnects AI
12:15
Sean Duffy blames Friday's FAA outage on copper-to-fiber wiring work at a remote facility, saying contractor L3Harris may have installed a “faulty router”
Wall Street Journal
11:35
Trump Media faces a Nov. 30 deadline to repay up to $1B in convertible bonds sold last May to fund a “bitcoin treasury,” as its shares are down 60+% this year
Financial Times
11:01
Tesla's Cybercab Autonomy Subscription agreement states the vehicles will only work inside Tesla-enabled geofences, which the company can change at any time
Electrek
10:10
Italy's data protection agency fines Meta €805M for allegedly accessing Android users' photos and videos without their consent or informing them
Reuters
09:30
How Marco Rubio helped topple Jensen Huang; source: Rubio used a CIA report about Alice Huang to write his own, recasting CIA reporting in more assertive terms
Washington Post
07:05
The Swiss city of Lugano is trying to reinvent itself as a crypto hub and boost its economy by launching its own token LVGA, partnering with Tether, and more
Financial Times
03:03
Microsoft says all Microsoft 365 products are operational, ending an outage that disrupted governments, traders, hospitals, and businesses around the world
Bloomberg
02:30
Sources: despite Nvidia's 20+ years of business in China, Jensen Huang struggled to gain access to policymakers driving Beijing's chip self-sufficiency campaign
Financial Times
02:02
Operand, which offers AI-powered due diligence tools for PE firms, raised $31M across a seed and a Series A led by Khosla Ventures at a $220M valuation
Axios
01:55
WhiteMatter, which builds “guardian” AI agents to oversee file access, software use, decision making, and actions of existing AI agents, raised a $20M Series A
Business Insider
01:35
Charta Health, which offers AI-powered tools to automate medical chart review, billing, and coding workflows, raised a $55M Series B led by Insight Partners
MobiHealthNews
01:30
Luminal, which provides an inference cloud and develops inference compiler software to test running AI models on different chips, raised a $25M Series A
Axios
00:55
Cambridge, UK-based Tendrils, which is designing a CPU architecture with thousands of cores operating in parallel, raised $30M led by Benchmark
Tech.eu
00:02
JD.com completes its takeover of German electronics retailer Ceconomy, after acquiring a ~60% stake for ~$1.5B, following the EU's approval of the deal
Nikkei Asia
Freitag, 13. November 2026
23:25
Analysis: Sam Bankman-Fried's $500M Anthropic investment in 2021 would be worth ~$37B if Anthropic lists at ~$1.5T; he relinquished his stake in 2024 for ~$1.3B
Financial Times
22:45
Free speech group FIRE says DOJ and DHS will end efforts to curb “ICE Sightings - Chicagoland” Facebook group and Eyes Up iOS app, which report on ICE activity
Reuters
22:10
US officials say Trump is not expected to raise allegations of a Chinese intelligence operation involving Jensen Huang during his upcoming meeting with Xi
CNBC
21:25
Tesla says “select customers” can now place orders for its Cybercab “for personal use”, for $30K plus a required $299/month Autonomy Subscription to operate
Bloomberg
20:55
AI's impact on math is a preview of what AI will do to AI research, with AI matching top human researchers potentially just a couple of years away
Dwarkesh Podcast
20:15
Doc: Amazon, wary of AI agents favoring sites with better data, plans to gather data on nearly every product sold anywhere, including by crawling rivals' sites
Reuters
20:00
Sources and messages: Jensen Huang misled several Nvidia leaders, including general counsel Tim Teter, about the nature of his relationship with Alice Huang
Reuters
18:55
Sources: the FAA outage occurred after an update to the private communications network that connects the ATC system caused the system to reboot and crash
CBS News
18:35
ASI, developer of AI tool SMART, says the FAA outage “is not based on or a result of the SMART system, any product of ASI, or our integration with FAA and ATC”
@airspaceintel
17:20
Source: the FBI is probing whether the FAA outage was caused by a software update, and doesn't believe it was due to a cyberattack or criminality
Bloomberg
17:10
The FAA announced on November 10 that it has expanded the use of SMART, an AI tool for advising air traffic controllers to manage congestion, across the US
Ars Technica
17:01
Sources: Moonshot AI is deactivating its Cayman holding company and moving investors' stakes to its primary operating entity in China to pave the way for an IPO
Wall Street Journal
16:35
The FAA lifts its over four-hour nationwide ground stop for US airports caused by “communication issues affecting multiple Air Route Traffic Control Centers”
Axios
16:01
How Nvidia used a “scorched earth, adversarial attitude” targeting proponents of export controls in DC, invoking Trump's name to get license approvals expedited
Semafor
15:40
Microsoft apologizes for the outage, calling it a “technical issue” from a “network capacity upgrade”, and says it was “not related to cyber or AI/agents”
@microsoft
15:35
Nvidia board says it is “in the process of selecting a search firm” for the CEO role and it has “not formally engaged any potential candidates”
CNBC
15:05
Sources: Meta staffers are testing a prediction-market app called Takes, letting users wager on the outcome of questions or events using “cred”, not real money
Wall Street Journal
14:20
Dario Amodei says figuring out how much computing is needed in a year or two is Anthropic's “deepest business dilemma” due to the unpredictability of revenue
Bloomberg
14:10
Some investors and founders say they lost an ally in Jensen Huang; Nvidia held $48B in 229 private companies as of July and offered $165B in cloud backstops
New York Times
13:55
Claude Duet review: user-friendly, sends a helpful morning brief, and spots scheduling conflicts, but can feel like a neurotic personal assistant that nags
The Verge
13:15
Some in China question the timing of reports on the relationship between Jensen Huang and Alice Huang; Trump is set to meet Xi Jinping in Shenzhen next week
NBC News
12:50
Microsoft says Microsoft 365 availability is improving as the outage stretches into a second day, disrupting governments, hospitals, and businesses globally
Gizmodo
12:30
Wall Street fears Jensen Huang's ouster will slow Nvidia's AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit
New York Times
12:25
OpenAI disbands its standalone robotics team, moving its staff to research and Applied units, saying models like GPT-6 Astra can be directly applied to robotics
Fortune
12:10
Sources: Anthropic's IPO, like SpaceX's, is closed to institutional investors in mainland China and Hong Kong, partly due to US arms export rules
Bloomberg
12:03
Sources: Nvidia's board has approached Arm CEO Rene Haas in its search for a potential successor to Jensen Huang; Haas worked at Nvidia more than a decade ago
Financial Times
11:25
Paytm gets tentative approval to revive its digital wallet, which effectively died after India's central bank canceled Paytm Payments Bank's license in April
Bloomberg
10:35
OpenAI announces ChatGPT Wallet, which lets its dots AI agents make purchases on behalf of users, available to ChatGPT Pro subscribers in the US who are over 18
CNBC
10:15
Sources: SpaceX laid off ~60 Grok Imagine staffers in the past week, leaving a handful to keep the product alive, as it prioritizes AI coding tools and Grok Bot
The Information
09:50
Scott Bessent says the departments of Treasury, Defense, and State were in favor of putting Megaspeed on the entity list for months, but Commerce is in charge
CNBC
09:40
Jensen Huang's biographer says Nvidia had a culture of omertà and deference toward Huang, who was quite arrogant, that enabled him to “be his worst self”
New York Times
09:25
Amended S-1: Nscale had $5.5B in debt in September, up from $137.4M in June; Nvidia committed $2B of its $3B+ convertible financing; it previously disclosed $1B
Bloomberg
08:10
Jensen Huang's downfall exposes Nvidia's internal politics; source: Huang ran Nvidia as a “feudal system” with his daughter and son-in-law in powerful positions
Financial Times
07:50
Source: at an August 2026 finance meeting, Jensen Huang interrupted Colette Kress' presentation, calling her “a deer in the headlights” and a “reporting CFO”
Wall Street Journal
07:15
South Korea-based DeepX tapes out DX-M2, an edge AI chip to run inference of 100B-parameter LLMs on robots and drones, targeting fall 2027 for mass production
EE Times
05:50
A review of Chinese contracts, disclosures, and other documents identifies $3.2B+ in compute projects built or planned around Nvidia GPUs restricted by the US
Reuters
04:35
AI server maker xFusion gets approval from the Shenzhen Stock Exchange for a ChiNext IPO; filing: xFusion aims to raise ~$1.2B by issuing up to 220.08M shares
Bloomberg
02:25
OpenAI launches Daybreak Red Team in early access to test web apps for flaws and Daybreak Defense Factory to automate finding, validating, and fixing them
The Register
01:30
Sources: Samsung is in talks to acquire Modine Manufacturing, a US maker of cooling systems for data centers, as soon as in the coming weeks; MOD jumps 30%+
Bloomberg
01:01
Filing: Nscale says it needs more funding for its 2027 commitments after ordering Nvidia chips for a $45B Anthropic deal, casting doubt on its planned $35B IPO
Financial Times
00:50
Nscale's updated IPO prospectus shows Q3 revenue up 1,344% YoY to $307.5M, up from $140.6M in Q2, and net loss widened to $1.69B, up from $1.02B in Q2
CNBC
00:05
Meta launches an outbound calling feature for Muse, such as to businesses, available for paid US subscribers; Gemini and startup Instinct offer a similar option
TechCrunch
Donnerstag, 12. November 2026
23:45
Mirendil, founded by former Anthropic researchers to build tools for accelerating AI R&D, raised a $1B Series A led by Kleiner Perkins and Clearlake Capital
Wall Street Journal
23:15
Sources: social media companies' payouts in teen addiction suits mostly ranged from $2M-$2.5M; Meta agreed to pay two teens a combined $7M in the past two weeks
Bloomberg
22:40
Sources: US officials disagree on whether China had Alice Huang spy on Jensen Huang; some at the ODNI and the CIA say the intelligence to date doesn't prove it
CNN
22:20
Letter: ByteDance plans to buy back up to $6B worth of shares from existing investors at a ~$400B valuation, a 20% increase in valuation from its 2025 buyback
The Information
22:01
Senate Banking Chair Tim Scott asks Jensen Huang and Howard Lutnick to testify at separate hearings in December over the Nvidia saga; Lutnick agrees to appear
Politico
21:11
Sources: Nvidia faced pressure to boost its 25% residual value support backstop on a planned $500B AI financing vehicle with asset managers before Huang's exit
Bloomberg
20:50
Sources close to Jensen Huang say he has taken a penitent turn, castigated himself as a “piece of shit”, and he has claimed to not care what happens to himself
Bloomberg
20:35
Sources: President Trump's and Howard Lutnick's close relationship with Jensen Huang made officials wary of taking aggressive steps to rein in Nvidia chip sales
New York Times
19:35
Sources: during a Tuesday call, President Trump urged Jensen Huang to keep fighting for his job; aides say Trump sees Nvidia as essentially too big to fail
New York Times
19:30
NYC-based Hatz AI, which makes tools for managed services providers to help small businesses adopt AI, raised a $24M Series A
CRN
18:50
Cisco reports Q1 revenue up 24% YoY to $18.5B, above $18.14B est., adjusted EPS above estimates, and raises its FY 2027 revenue forecast; CSCO drops 5%+
Reuters
18:35
The FBI says North Korean hackers have stolen $400M+ in crypto over the past 18 months using “FaceStealer”, a scheme involving fake video calls and AI deepfakes
Reuters
17:30
Analysis of open weights: six models from DeepSeek, Moonshot, MiniMax, and Ant Group released since April carry fingerprints of export-controlled Blackwell GPUs
Unemployment Labs
17:20
The DOJ says it got court authorization to seize or restrain $1.2B of the $2.7B frozen by Tether and Circle after North Korea's $6.3B Binance hack on October 29
Bloomberg
17:15
Artificial Analysis Intelligence Index: Gemini 4 Hydrogen nearly ties Claude Sonnet 5.5 and GPT-6.1 Sol, at a third of Sonnet's cost but ~2.5x that of Sol
@artificialanlys
17:05
Sources: OpenAI confirmed to lawmakers this week that it would support a bipartisan effort in Congress to curb China's access to AI chips and chipmaking tools
Bloomberg
16:50
Sources: Kalshi is in talks to raise funding at a $65B valuation, weeks after closing a round at a $40B valuation; its annual run rate recently surpassed $5B
Bloomberg
16:35
Cerebras reports Q3 core revenue up 70% YoY to $230.9M, vs. $214.7M est., issues strong guidance, and unveils a Microsoft deal signed in October; CBRS jumps 5%+
CNBC
16:25
US Attorney General Todd Blanche says the DOJ has not yet reached a conclusion on whether Alice Huang was a Chinese spy and “of course” the FBI is investigating
Reuters
16:20
Sources: Anthropic's IPO is about six times oversubscribed, and bankers have told prospective investors that Anthropic will prioritize existing backers
Bloomberg
16:15
SpaceX plans to invest $50B in an Arizona data center campus and $24B in a Texas data center campus; in October, it said its AI business was 50%+ of its revenue
New York Times
15:28
Sources: SpaceX and Tesla are progressing in their merger negotiations and could announce a deal as soon as in December or early 2027, but obstacles remain
Bloomberg
14:46
Sources: Jensen Huang had an intimate relationship with a second employee; revelations about two other extramarital affairs led to his resignation as Nvidia CEO
Reuters
14:45
Microsoft says it is “seeing encouraging recovery progress” after confirming users may be unable to access Microsoft 365 services, including Outlook and Teams
Engadget
14:35
Kalshi ends its Donald Trump Jr. advisory contract from January 2025, after his VC firm 1789 Capital increased its stake in Polymarket and led its latest round
Reuters
14:30
Google updates Antigravity with Orchestrator, which dynamically switches between models like Carbon and Hydrogen within a session, for AI Ultra subscribers
Google Antigravity
14:20
Sources: senior White House officials are discussing whether Commerce Secretary Howard Lutnick should be pushed out amid the spy scandal surrounding Nvidia
Reuters
13:55
Google says Gemini 4 Hydrogen is available across Google AI Studio, the Gemini API, Gemini for business, Search, and paid AI Pro and Ultra tiers in Antigravity
9to5Google
13:40
Google launches Gemini 4 Hydrogen, calling it a major upgrade over Gemini 3.8 Flash, at $1.50/1M input and $7.50/1M output tokens across its 1M context window
Google
13:00
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
Bloomberg
12:01
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
The Verge
11:45
Colette Kress may take a more conservative approach than Jensen Huang; sources say she sometimes pushed back on his riskier deals like backstopping OpenAI
The Information
11:40
US officials: multiple US DOJ investigations threaten to sweep up Nvidia, including one focused on antitrust grounds and two focused on Megaspeed and Supermicro
Semafor
11:35
US House Foreign Affairs Chairman Brian Mast says Jensen Huang has agreed to testify under oath to Congress before Thanksgiving, likely behind closed doors
Bloomberg
11:20
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
TechCrunch
11:15
Staff email: interim Nvidia CEO Colette Kress cites “an extraordinarily difficult period” and promises “more from leadership” and a company November 18 meeting
The Verge
11:05
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”
9to5Mac
10:35
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 Information
10:30
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
CNBC
10:25
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
Wall Street Journal
10:00
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
Bloomberg
09:50
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
Wall Street Journal
09:40
Under Jensen Huang, Nvidia plowed its vast profits into bankrolling AI startups, suppliers, and chip customers, a web of dependencies that could now unravel
Financial Times
09:30
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
New York Times
09:25
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
The Verge
09:25
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
New York Times
09:10
Google and Samsung open preorders for their Android XR “Intelligent Eyewear” smart glasses, for $395+ for Warby Parker's frames and $449+ for Gentle Monster's
Wired
09:05
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 Verge
08:53
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 4.34%
Nvidia Newsroom
07:45
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
Fortune
07:35
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
Bloomberg
07:20
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
New York Times
07:10
Volodymyr Zelenskyy says Starshield faced “systematic speed restrictions” for several days; Ukrainian officials believe it is to pressure Kyiv amid peace talks
Financial Times
07:05
Google launches Tabletop, an experimental AI platform to build customizable, collaborative personal planning and coordination hubs, in beta via a US waitlist
The Verge
07:00
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
Financial Times
06:50
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
Bloomberg
06:35
Russian pranksters tricked three OpenAI natsec and policy executives into a video meeting by posing as Ukrainian officials; OpenAI says it “acted internally”
The Intercept
06:25
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
Krebs on Security
06:20
A look at Nvidia's 10-person board, many of whom have known Jensen Huang for decades, including attorney Stephen Neal, VC Tench Coxe, and academic John Dabiri
Bloomberg
06:10
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
Wall Street Journal
06:00
A look at potential Nvidia CEO candidates, including CUDA inventor Ian Buck, Arm CEO Rene Haas, and Apple Chief Hardware Officer Johny Srouji
Bloomberg
05:55
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
Wall Street Journal
05:45
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
Bloomberg
05:35
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
Bloomberg
05:30
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
Ruxandra's Substack
05:20
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
Bloomberg
05:03
Lumbra, which is developing tech to orchestrate AI agents in ultra-secure computing environments for the intelligence community, raised a $25M Series A
SiliconANGLE
02:30
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
Bloomberg
02:10
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
Bloomberg
01:55
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
Wired
01:05
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
Reuters
00:45
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
Financial Times
00:35
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
Wall Street Journal
00:25
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
Mittwoch, 11. November 2026
23:00
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
22:25
Sources: the US Commerce Department is finalizing a semiconductor control expansion that would prevent remote data center access and chip smuggling into China
The Information
21:45
Source: Nvidia's board is considering Apple Chief Hardware Officer Johny Srouji as a CEO candidate
Semafor
21:35
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
20:45
Sources: Megaspeed founder Alice Huang has returned to China; a source says she is currently living in Beijing with the knowledge of security officials
Bloomberg
19:45
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
Lowpass
19:15
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
Bloomberg
18:50
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
Bloomberg
18:20
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
Axios
17:45
Sources: Scott Bessent confronted Howard Lutnick last week over the Commerce Department not adding Megaspeed to its entity list; the agency denies it occurred
Axios
17:32
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
Wall Street Journal
17:03
Sources: Jensen Huang had an extramarital relationship with Nvidia VP of Healthcare Kimberly Powell, who reports to him; the affair was discussed inside Nvidia
New York Times
16:00
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
Bloomberg
15:25
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
GeekWire
14:05
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
Google
13:40
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
Wall Street Journal
13:30
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
The Atlantic
12:40
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
SiliconANGLE
12:00
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
Bloomberg
11:35
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
Bloomberg
11:30
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
Upstarts Media
10:21
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
Forbes
10:10
Google DeepMind launches AlphaGenome 2, trained on 100M+ cell profiles across 68 tissues to predict the effects of genetic variants, for non-commercial research
The Verge
10:05
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
TechCrunch
09:40
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
Fortune
09:20
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
Politico
09:01
An analysis of 42 interviews since 2022: after US chip restrictions, Jensen Huang's public rhetoric became more admiring of China and critical of export rules
Semafor
08:40
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
Bloomberg
08:25
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
Bloomberg
08:20
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
Financial Times
08:00
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
Poynter
07:50
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”
@firesidealpha
07:40
Game developer House House confirms using AI during Big Walk's final development, sparking an intense debate among Independent Games Festival judges and jurors
Aftermath
07:30
German defense tech giant Helsing launches Clarity, an intelligence platform using military-customized AI agents to rival Palantir's Maven and Anduril's Lattice
Resilience Media
07:21
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
Bloomberg
07:05
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
New York Times
06:50
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
Wall Street Journal
06:45
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
Reuters
06:35
Filing: Alphabet agrees to additional privacy protections to salvage its $10M acquisition of bankrupt Spirit Airlines' data, resolving objections from unions
Wall Street Journal
06:25
The EU introduces the Digital Fairness Act, which aims to curb addictive design features on social media platforms and manipulative “dark patterns”
Bloomberg
06:20
Rather than being a spy, Alice Huang is likely primarily a commercial fixer or “white glove” for businesses, leveraging a career in China's capital markets
Desmond Shum
06:10
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
The Guardian
06:01
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
Reuters
05:50
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
iFixit News
05:38
England's university regulator says AI makes grading coursework “close to impossible” and recommends a return to “AI-free assessment” methods like written exams
The Guardian
02:50
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
New York Times
02:40
Nintendo sold 5.2M copies of its The Legend of Zelda: Ocarina of Time remake in just four days, giving the Switch 2 the blockbuster hit it had been waiting for
Bloomberg
02:10
The Nvidia spy scandal exposes the network of intermediaries operating through Singapore to help Chinese tech companies gain access to advanced US chips for AI
Financial Times
01:40
Sources: Rapidus has yet to produce functioning SRAM, a critical step it needed to complete by summer 2026 to meet its March 2028 deadline for making 2nm chips
Bloomberg
01:20
A profile of Alice Huang, an alleged Chinese spy who founded Megaspeed with her business partner Kang Wei, who sources say was often introduced as her husband
New York Times
01:15
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
Reuters
01:05
Researchers find that Grok Build is leaking the data of over 35,000 apps via shareable links, including proprietary business info, some belonging to SpaceXSI
Ars Technica
00:40
Apple says its Apple Support Community forum will permanently close on November 20 and as of November 10 the site is read-only and no longer accepting new posts
9to5Mac
00:05
Sources: Jensen Huang's affair has significantly raised the chances of Congress enacting chip export limits in 2026 via the National Defense Authorization Act
Politico
Dienstag, 10. November 2026
23:45
Nvidia's stock closed down 5.47% on Tuesday, following a 4.27% drop on Monday, after Jensen Huang admitted to an affair with Alice Huang, an alleged Chinese spy
CNBC
23:15
Source: the CFTC warned Kalshi of possible imminent charges over failure to notify the regulator of certain products; Kalshi says it is “addressing the issue”
Politico
22:20
A US judge sentences tech consultant Nima Momeni to 16 years to life in prison for the second-degree murder of Cash App founder Bob Lee in April 2023
New York Times
21:30
Anthropic opens its Australian retail IPO, giving individual investors access to Class A shares ahead of the company's planned Nasdaq listing
CNBC
21:15
How US-based game publishers are losing ground in the $121B mobile gaming market to Chinese rivals, which can make games quicker, cheaper, and more profitably
Bloomberg
20:10
An analysis of the tech job market in late 2026: product managers seem to be benefiting the most in the AI era, demand for engineers is plateauing, and more
Lenny's Newsletter
19:45
Sources: Anthropic's bankers are weighing plans to raise its IPO price after receiving heavy demand, which could increase the valuation target to $1.5T or more
Financial Times
19:25
A deep dive into AMD's Zen 6 EPYC Venice: uses TSMC's N2P, the 9686F often beats Nvidia's Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, and more
Tom's Hardware
19:00
NYC-based Daylight, which provides AI-powered managed security, raised an $80M Series B led by Goldman Sachs Alternatives, sources say at a ~$400M valuation
Wall Street Journal
18:40
Incident report: Railway says it believes the October hack targeted AI provider keys for resale and estimates unauthorized spend using the stolen keys at ~$740K
BleepingComputer
18:20
Leaked docs: OpenAI's adjusted operating margin improved from -150% in Q2 to -109% in Q3; its estimated Q3 adjusted operating losses rose from $10.1B to $10.9B
Wall Street Journal
17:45
Coframe, which uses AI to make websites that test and personalize themselves for each visitor, raised a $25M Series A, bringing its total funding to $35M
Business Insider
17:15
Sources and records: 11+ NSA and US Cyber Command personnel died by suicide over the 12 months to September, prompting White House and congressional questions
Bloomberg
16:40
CoreWeave reports Q3 revenue up 168% YoY to $3.66B, above $3.55B est., a $132.5B revenue backlog, and lifts its 2026 earnings guidance; CRWV jumps 24.71%
CNBC
16:35
Sources: the US Commerce Department delayed Entity List additions like Megaspeed for two months, despite at least four other US agencies pushing to include it
Financial Times
16:22
Source: OpenAI has told investors on Tuesday that its Q3 revenue jumped nearly 50% to $10B, up from 17% growth in Q2 and up 2.6x from Q3 2025
The Information
15:55
S-1: Nvidia plans to invest ~$10B in Anthropic after its IPO, or ~10% of the total new cash Anthropic is expected to raise in November, including in its IPO
New York Times
15:25
Graphon, which wants to resolve AI agent memory limitations by mapping connections across docs, videos, and images, raised a $35M Series A led by RRE Ventures
Business Insider
15:05
Lawsuit filing: Point72's quant unit Cubist claims its fired lead research analyst used Claude and Codex to steal source code before leaving for a competitor
Bloomberg
15:02
SpaceX announces Starlink Mini 2 with a swappable battery that it says can operate for over four hours without an external power source, reportedly for $999
The Verge
14:55
São Paulo-based Clara, which sells corporate spend management tools in Latin America, raised $105M, as a $65M Series C and $40M in renewed growth financing
Bloomberg
14:50
Sources: despite Trump's denial, he was told at least twice in seven months about Huang's affair with an alleged spy, including by Rubio en route to Beijing
New York Times
14:35
Google Fi debuts a “super network” feature for automatic carrier switching and Wi-Fi Auto-Connect+ to improve indoor connectivity in malls, airports, and more
Engadget
14:25
Nvidia hires former acting US attorney Joon H. Kim and his law firm Wachtell Lipton to investigate Jensen Huang's affair with alleged Chinese spy Alice Huang
New York Times
14:16
Updated S-1: Anthropic commits ~$10B more to Microsoft Azure and Google Cloud by 2033; it can cancel a $34.9B Lambda deal over a delay but doesn't yet plan to
The Information
13:50
Sources: Citigroup, Goldman Sachs, and others in a 21-bank consortium have committed ~$270M to fund five years of a stablecoin venture announced in September
Bloomberg
13:35
Alta, which is building blockchain infrastructure for banks and payment companies, raised a $47.5M Series A led by Index, bringing its total funding to $80M
The Block
13:25
OpenAI launches Businesses in ChatGPT in beta, including Business Agents for companies to interact with users and a hub where companies can claim their profiles
The Verge
13:02
The AI Futures Project updates its timelines after METR's report on Anthropic R&D progress, saying it now expects a Superhuman AI Researcher to arrive in 2027
AI Futures Project
12:55
Oura agrees to acquire AI and on-demand doctor tool Counsel Health for $625M, and says Q4 revenue grew 153% YoY to $533M and FY 2026 revenue grew 92% to ~$1.75B
Bloomberg
12:50
How Alice Huang built her career with romantic partner and Hexi Capital founder Kang Wei, who faced stock market probes; sources believe she is back in China
Financial Times
12:35
Anthropic unveils office tools, including a video call assistant, a data dashboard, and spreadsheet service Claude Sheets, competing with Microsoft and Google
Bloomberg
12:20
New York Governor Kathy Hochul launches the US' first effort to independently test AI systems and train a new generation of AI safety experts via a new center
Politico
12:10
Dreeze, launched by Zerto founders to help companies recover from cyberattacks by restoring entire cloud applications, emerges from stealth with a $33M seed
CTech
12:02
Updated S-1: Anthropic's seven co-founders will sell $1.75B of stock in next week's IPO, each offering shares worth ~$250M at the midpoint of its IPO range
Bloomberg
11:55
SoftBank wrote off $3.7B in non-refundable data center equipment advances after reviewing its data center plans in Q2 and spending $9.5B on advance payments
The Information
11:25
Google rolls out Gemini 4 Carbon to paid API and AI Ultra users two weeks after releasing it to cyber defenders, and previews a swarm feature in Antigravity
Google
11:20
AI training startup Mercor raised a $750M Series D from Benchmark, General Catalyst, Nvidia, and others at a $20B valuation, up from $10B in October 2025
Reuters
11:16
IBM ends H-1B and green card sponsorships for most of the sponsored roles in IBM Consulting; source: workers can still work with IBM outside the US or leave IBM
Bloomberg
11:02
Sources: Goldman Sachs expects Anthropic to hit ~$52B revenue in 2026 and $600B+ by 2030, an operating profit in 2029, and be free cash flow positive from 2030
Financial Times
10:25
Reddit launches Reddit Reviews, a built-in hub using AI to turn subreddit comments into product pages with pros, cons, and sentiment, starting with 10K items
The Verge
09:55
Rockstar plans to make GTA VI available on Xbox Cloud Gaming at launch next week, likely restricting streaming to consoles, and confirms GTA VI runs at 30fps
The Verge
09:46
TSMC plans to invest up to $500M in Anthropic at its IPO price and up to $500M in OpenAI to acquire preferred stock
Reuters
09:40
Scale Labs and CAIS' Remote Labor Index: Fable 5.2 completes 41.3% of freelance projects at professional quality, above Opus 5.5's 21.3% and GPT-6 Astra's 20.8%
The Decoder
09:35
Cyanogen's co-founder and two others debut Kora, a Linux desktop OS that integrates AI models at a system level, set for a 2027 launch on Snapdragon and x86 PCs
Wired
09:25
Tel Aviv-based Bay, which helps companies find AI agents and set guardrails, emerges from stealth with a $37M Series A led by Battery Ventures and a $13M seed
Axios
09:20
Path Robotics, which develops software for autonomous manufacturing robots, raised a $300M Series E at a $2.45B valuation, taking its total funding to ~$610M
Bloomberg
09:10
At Adobe Max, Adobe unveils Creative Cloud and Firefly AI updates that aim to make designing and editing easier, including Premiere's new Generative Remove tool
The Verge
08:40
Amazon's Ring unveils the $249 Ring Drone Cam and the $999 Ring Rover Cam, both using its AI Pilot to navigate interior spaces, under new subbrand Ring Robotics
ZDNET
08:15
Filing: Alibaba says its chip design unit T-Head filed on September 11 for a Hong Kong listing after the SEHK cleared it; T-Head is set to remain a subsidiary
Bloomberg
07:25
Sources: Microsoft and other companies are lobbying the Trump administration to halt the FCC's plan to ban US imports of new Chinese optical transceiver models
Reuters
07:07
Filing: Anthropic's IPO could give it an up to $1.405T valuation on a fully diluted basis, up from the $965B valuation during its $65B Series H announced in May
CNBC
06:55
Google DeepMind researchers used agentic AI framework AlphaProof Code to verify the Signal protocol's cryptographic guarantees, in a four-week proof-of-concept
Wired
06:45
Sources: Jensen Huang and Alice Huang's relationship dates back to at least 2023, facilitating $7.5B+ in Nvidia chip shipments via Chinese companies since then
The Information
06:40
Anthropic launches its IPO roadshow, saying the company and shareholders plan to sell 825M Class A shares at $70 to $78 each, listing on the Nasdaq under ANT
Anthropic
06:35
BT CEO Allison Kirkby says a Starlink deal is “ready to launch” but BT is “cautious on how Starlink might be viewed” after Elon Musk cut Starshield to Ukraine
Financial Times
06:20
IPO prospectus: Anthropic and its investors are set to raise up to $64.4B, and it will also raise $26B via cornerstone investors like Google, AMD, and Nvidia
Reuters
06:10
Anthropic's Fable 5.2 represents “Jagged AGI”, which matches human experts on most computer tasks like game design but lacks self-directed judgment and taste
One Useful Thing
05:55
Sources: Nvidia internally discussed a succession plan over the years for Jensen Huang, who resisted; many of the 10 board members have a long history with him
New York Times
05:40
Sources: Nvidia board member and ex-Cooley CEO Stephen C Neal will probably lead the probe; Nvidia's corporate docs make no reference to “succession planning”
Financial Times
04:15
China's trade surplus hit $1.04T in the first 10 months of 2026, topping $1T for a second year in a row, as AI-driven tech exports offset weak domestic demand
Reuters
03:50
Meituan releases the weights for LongCat-2.5, a 1.6T-parameter MoE model for long-horizon agentic tasks, under the MIT license, after unveiling it on November 2
VentureBeat
02:25
SoftBank reports a Q2 net loss of ~$7B, down from a ~$15.8B profit in Q2 2025, and ~$14B revenue, above ~$12.8B est., as the tech selloff weighs on its results
CNBC
01:45
GeniosAI, which develops AI software for financial analysis and modeling, raised $19.1M across a seed and a Series A from FactSet, Zoom, and General Catalyst
Axios
01:30
Filings: Moonshot signed a deal in August to rent 32 China-based Super Micro servers with Nvidia B300, the most powerful AI chip, possibly in breach of US rules
Bloomberg
00:40
The White House picks Palantir CISO Michael LoSapio to lead the DHS' Cybersecurity and Infrastructure Security Agency, replacing Acting Director Nick Andersen
Reuters
Montag, 9. November 2026
23:40
Australia is drafting legislation for an AI safety regulator that can impose “significant penalties” after an OpenAI model hacked a government site in September
Bloomberg
23:25
Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50,000; Nvidia did not give Bloomberg an exact figure
Bloomberg
23:10
The US DOJ sues Lyft for allegedly discriminating against riders with disabilities, seeking $53M in compensation; Lyft disputes the allegations
Reuters
23:00
California voters reject Proposition 40, which would have imposed a one-time 5% tax on residents with a net worth above $1B to mostly help fund health care
Associated Press
22:00
Trump Media reports $409.7M in Q3 profit fueled by digital asset gains, vs. a $54.8M loss in Q3 2025, and $3M in sales, $1.8M from subscriptions like Truth API
Wall Street Journal
20:41
Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to $69.3B, then followed up saying that the pricing details were inaccurate
Reuters
19:05
Take-Two reiterates its FY 2027 outlook and reports Q2 total net bookings down 18% YoY to $1.6B, below $1.65B est.; NBA 2K27 missed sales forecast due to GTA VI
Bloomberg