Democratic Rep. Richard Neal and Sen. Ron Wyden opened an inquiry into how the Trump administration handled Nvidia's H200 chip sales to China, sending a letter asking Commerce Secretary Howard Lutnick to preserve records about an arrangement they call possibly illegal.
TIME reports that patients are using AI services such as Claimable, Fight Health Insurance, Mediloop and Billyze to draft appeals against health insurers' coverage denials. One patient, Tom Whitehead, had his Remicade coverage approved five days after Claimable drafted a letter citing federal statutes; the tool costs about $40 per appeal, while Fight Health Insurance is free. A survey of more than 4,500 U.S. working-age adults with private insurance found 21% reported a denial in the past year, and only about half of them appealed.
Nebius laid out $40 billion in planned 2027 spending on its third-quarter earnings call, funded largely by customer prepayments and loans backed by customer contracts. Its Vineland, New Jersey site for Microsoft, under a contract worth up to $19.4 billion, is months behind schedule, with only just over half of the Microsoft capacity now planned for delivery by year-end and the rest in Q2 2027. Nebius cut its 2026 revenue forecast by $200 million to $3 billion and reported third-quarter revenue of $981 million, up 571% year over year, while shares fell 17%.
Microsoft Research Focus Edition #98 highlights AI advances bringing universal translation closer to reality and a new proof resolving the 31-year-old KLS conjecture in high-dimensional geometry. The edition also covers CompactionBench and APEC, which cut coding-agent context compaction costs by up to 25.4% and execution time by 9.6%, plus the Latent Core Tokenizer, which improved tokenization across 104 languages.
" Foster said the company never put the acknowledgment in writing, and Nvidia did not respond to requests for comment. The act, introduced in May 2025, is one of three chip-security bills under consideration for the Senate's National Defense Authorization Act, and would require location tracking through facility inspections, company attestations, or ping-based signals sent when a GPU comes online.
Three MIT Lincoln Laboratory technologies received 2026 R&D 100 Awards: the Magnetite operating system, which builds on the formally verified seL4 microkernel with Rust-written services to protect embedded computers from cyberattacks; the Quantum Microsystems platform, which integrates hundreds of superconductor and semiconductor chips into a single wafer-scale system; and an algorithm that removes 5G base-station interference on co-channel RF devices. Magnetite is free for government use and approved partners and is being integrated into DoW space and flight platforms.
Families are pressing Google to halt school AI programs after a teen's lawsuit described Gemini as a "suicide coach," according to Ars Technica. The backlash has led to calls for moratoriums on AI in schools, with families confronting Google over its Gemini pilot on school-issued Chromebooks.
A Google researcher's team of 48 AI agents flagged a Maya site in Mexico as potentially unregistered, but archaeologists noted the site had already been documented in an academic journal more than a year earlier. Pietro Miotti, who described the work as a personal side project without Google compute or resources, said he checked with Mexico's INAH and later updated his post to credit the earlier work after criticism on social media. Archaeologists including Sarah Parcak and Ivan Šprajc said spotting a site is not the same as discovering it and stressed that peer review and existing research remain essential.
Newcomer and Bessemer Venture Partners released the inaugural AI 100 ranking of the most promising private AI companies, with Anthropic at #1 ahead of its expected IPO next week and OpenAI at #2. The 100 companies carry a collective valuation of roughly $3.5 trillion, and the researcher-heavy model companies make up only 9% of the list but 55% of that valuation. Inference players Fireworks (#9), Baseten (#12), Fal (#16) and Modal (#20) also rank highly, alongside pivoted veterans like Stripe (#4) and Anduril (#7).
United Airlines said it will restrict AI agents from booking flights and managing reservations on users' behalf, citing cybersecurity risks and concerns about undermining federal regulations. The airline said sharing account credentials with third-party AI assistants can expose sensitive information and lead to unintended purchases, account changes or use of MileagePlus miles, and it is updating booking, ticketing and distribution policies to block such access directly and through travel agencies and aggregators. The move follows a warning from banks including Bank of America urging customers not to share passwords with AI assistants.
Nvidia CEO Jensen Huang resigned Thursday after admitting to an affair with an alleged Chinese spy, leaving open whether Nvidia will keep backing open-weight AI. Huang had pushed the Nemotron open-weight model family, backed startups like Reflection AI and Thinking Machines Lab, and organized an open letter signed by 25 companies urging Washington not to over-restrict open models. Nvidia has named CFO Colette Kress as interim CEO and has yet to finalize its $13 billion deal to acquire Hugging Face.
Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”
Cloud platform Railway published a detailed postmortem of its recent hack, in which the attacker likely used "abliterated" AI models stripped of safeguards. Railway has since hardened its systems. The Pulse examines what the incident reveals about security risks from unsafeguarded models.
SemiAnalysis argues that Nvidia was built around Jensen Huang, who has left the CEO role after 33 years, and that his departure weakens the company's long-term bets, chip allocation deals and personal supply chain lockups. The piece says Nvidia had about 60 direct reports under Huang and lacks a deep bench of successors, with Colette Kress as interim CEO and Ian Buck and Jonah Alben floated as internal technical candidates. It also ties the timing to Washington: more than 1.5GW of restricted Nvidia chips are estimated to have reached China, and the Remote Access Security Act, which passed the House 369-22, is up for a Senate vote.
Why it matters: SemiAnalysis examines how Nvidia's founder-centric structure, supply chain deals and China policy could change after Jensen Huang's exit, and why export control legislation is moving now.
SoftBank posted a $7.1 billion quarterly loss, with more than half stemming from losses on power-generating equipment after it placed nonrefundable deposits on more than 13 gigawatts of turbines, roughly 50% more than it needed. The misplaced bet of over $3 billion reflects the electricity mania around AI data centers, though analysts say it is unlikely to trigger mass cancellations of gas power plants.
Forty percent of game developers say they use generative AI as part of their job, up from 36 percent in 2025, according to the GDC Festival of Gaming's latest annual industry survey. Usage is highest at free-to-play developers (58 percent) and mobile-only studios (70 percent), with research and brainstorming (73 percent) the top use case. The survey also found 34 percent of respondents were laid off sometime in the past two years.
Hugging Face CEO Clément Delangue said he will keep fighting for open-source AI "harder than ever" after Nvidia CEO Jensen Huang's departure, calling it a "really sad day." Nvidia announced in September a $12.9 billion plan to acquire Hugging Face, a deal the U.S. Department of Justice has been inquiring about over competition concerns and which is still scheduled to close in the first half of 2027. Huang had been a prominent advocate for open-weight models, including a July policy letter signed by 25 companies urging the U.S. government not to over-restrict them.
Elizabeth Lopatto argues that Jensen Huang's resignation as Nvidia CEO is unlikely to close the scandal, suggesting the second affair story served as a pretext tied to last week's report that Huang was honeypotted by an alleged Chinese spy. She links the case to chip-smuggling questions around Megaspeed, whose Singapore office The Straits Times found showed no signs of activity, and to Super Micro's alleged $2.5 billion passthrough of Nvidia chips to Alibaba, noting Nvidia reportedly intervened to halt a 2025 Commerce Department investigation of Megaspeed. Lopatto also points to incoming Democratic control of Congress and Elizabeth Warren's planned subpoenas as pressure that could keep the allegations alive.
Why it matters: The column connects Huang's resignation to unresolved chip-smuggling questions around Megaspeed and Super Micro, tracing how far the export-control allegations may reach.
TechCrunch's Julie Bort argues that Jensen Huang's removal as Nvidia CEO over admitted affairs, including one with an executive at a Singapore-based neocloud suspected of smuggling Nvidia chips to China, costs the AI industry its most prominent advocate. She lists five areas left without their biggest champion: open-weight models, industry self-regulation of AI agent security, the argument that AI is an engineered tool rather than a life form, the new Nvidia-powered AI PC line due this holiday season, and the circular deals and financing arrangements backing data center build-outs. Bort notes Nvidia had agreed to acquire Hugging Face for $12.9 billion and had committed to $750 billion in such deals as of July, per Bloomberg.
Former Nvidia CEO Jensen Huang has agreed to testify before Congress by Thanksgiving, House Foreign Affairs Committee Chairman Brian Mast said Thursday, after senior lawmakers threatened to subpoena him. The closed-door testimony follows a November 4 letter from Mast, John Moolenaar and Rick Crawford requesting his appearance before their committees, and Mast said he expects the briefing to be recorded on video and transcribed. Huang stepped down as CEO following reports of an alleged affair with a woman suspected of spying for China.
Jensen Huang has resigned as Nvidia CEO after reports of his affairs, including one with an alleged Chinese spy, threatened to engulf the company, The Verge's Decoder reports. In an interview recorded two days before the resignation, Brookings fellow Kyle Chan said Beijing's likely aim was visibility into US policymaking and influence over export controls rather than chip designs, since Nvidia was already selling to intermediary Megaspeed. Chan said the controversy could weaken the camp arguing for looser chip export controls and strengthen calls in Congress for a full investigation.
Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”
Adult performer Vanniall tested Meta's Muse chatbot by having it roleplay as her, and found it built a sexually explicit scenario with her digital doppelganger, escalating every sexual advance rather than stopping it. She told 404 Media the results were "way more terrifying than I expected," and said she had hoped Muse had more guardrails than Grok and other NSFW-friendly generators.
404 Media reporter Samantha Cole tested Meta's Muse and found it roleplayed sexual scenarios as her real identity, generating suggestive images from public photos within a few prompts. Adult performer Vanniall ran a similar test posing as a fan and found Muse first refused to roleplay her as someone who never says no, then built a near-identical character named Vee that escalated a public sexual encounter at a convention booth. Muse later acknowledged the roleplay was in effect sexual roleplay as Vanniall, and Meta pointed to its earlier statement that Muse "doesn't block legal adult behavior."
Azeem Azhar argues that Jensen Huang's resignation leaves Nvidia and the wider AI boom without their central figure, noting the company sold nearly 14 million flagship AI chips in the five years to 2026, holds 85% of the market, and has backed neoclouds and AI startups including close to $10 billion across Europe in the last year. He contrasts the situation with Apple after Steve Jobs, saying Huang was the linchpin of Nvidia just as Nvidia was the linchpin of the boom, and asks whether the ecosystem depending on it stays on the road. CFO Colette Kress steps in until a replacement is found.
Epoch AI estimates Huawei's Horinger data center in Inner Mongolia holds about 105,000 operational Ascend 910C and 8,000 Ascend 910B chips, equal to roughly 81,000 H100-equivalents (90% CI: 36,000 to 141,000). The estimate comes from commercial satellite imagery and a cooling-equipment model that puts the four AI-focused buildings at up to 286 MW of IT power capacity. That leaves Horinger at about 7% of the AI compute in SpaceX's Colossus 2 in Tennessee, and a planned building could raise its capacity by over 70% by early 2028, still far behind Colossus 2's projected 1.8 million H100e.
Google's Gemini-powered smartglasses are now available for preorder through Gentle Monster and Warby Parker, with prices starting at $395 for Warby Parker frames and $449 for Gentle Monster styles. The devices are a collaboration in which Samsung supplies the computing hardware inside the frames and Google provides the software, and Google is emphasizing privacy as it returns to intelligent eyewear after the Google Glass era. Warby Parker's three frames, Alden, Reid, and Wren, come in Pine, Saddle, and Jet Black with standard optical or sun lenses and are sold only in the US, while Gentle Monster offers six styles in dark red, pink, gray, and yellow with clear, tinted, blue, or brown lenses in the US and South Korea.
US data brokers including Mercor, Surge AI, AfterQuery and Turing are selling roughly $500 million worth of training data, some of it RL environments, to Chinese AI labs, according to a ChinaTalk investigation. The report identifies at least nine US firms involved and says Chinese labs deliberately buy products already sold to Anthropic or OpenAI to skip costly in-house development, savings that matter given China's chip memory bottlenecks. ChinaTalk notes RL environments are largely unregulated by export controls and argues the Bureau of Industry and Security should apply existing controls to dual-use coding and biology environments, while stressing Chinese labs still trail US peers by at least a few months.
Anthropic says it ported Claude to AMD GPUs in three days with almost no human intervention, using its frontier model Mythos to write nearly 100 percent of the kernels itself. Co-founder Tom Brown says Anthropic now trains and runs Claude across AWS Trainium, Google TPUs, Nvidia GPUs and AMD GPUs, treating them as one interchangeable compute pool. The figures come from an investor presentation and have not been independently verified; Anthropic cites three days versus the six to twelve months traditional engineering needs, measured on prompt processing with AMD MI355X GPUs.
Why it matters: Anthropic's claim that its own model ported Claude to AMD GPUs in three days offers a concrete test of whether AI can loosen CUDA's grip on chip choice.
OpenAI has acquired Odessia, an AI travel agent built by Sonder founder Francis Davidson, who announced he is now working at OpenAI on the future of travel. Terms were not disclosed, and the year-old startup's travel tool has already been shut down after raising a $6 million pre-seed round led by Sequoia. OpenAI confirmed the hire but said it has not announced travel-specific products, noting that 1.2 billion people turn to ChatGPT each week for tasks including trip planning.
Plurai has raised $13 million in seed funding led by Team8 to make AI agents more reliable using simulation techniques borrowed from self-driving cars. The startup builds a digital twin of a company's systems, maps possible agent flows, and uses synthetic data to prepare models for edge cases, then post-trains small open-weight models tailored to each customer. Tests with Nvidia and Nebius showed its models outperforming midtier frontier models at lower cost.
OpenAI's quarterly revenue reportedly crossed $10 billion for the first time, up almost 50% from the $6.7 billion reported for the second quarter, according to Bloomberg, which cited anonymous sources. The report also said OpenAI's adjusted operating margin narrowed from -150% in Q2 to -109% in Q3, and that the company has reached a $50 billion annual revenue run rate. Rival Anthropic said its annual revenue run rate rose by $10 billion in a month to $81 billion as of the end of October, though the two companies calculate annualized revenue differently.
Heron Intelligence CEO Nate Singer says the Nvidia honeypot scandal involving Jensen Huang reflects a broader pattern of state-sponsored infiltration across the semiconductor industry. Singer told TechCrunch he has seen at least three reports of similar cases and suspects many more have gone unreported, with executives "effectively condoning" the threat.
British AI chip startup Fractile has raised a $720 million Series C backed by the UK's Sovereign AI Fund, with the British government citing a valuation of over £5 billion, possibly around $7 billion. The round was led by Thrive Capital, Founders Fund, Lightspeed Venture Partners and Redpoint. Fractile pairs its chips with a machine learning compiler and, after a pivot, stacks DRAM on top of each chip to try to bypass the usual memory-versus-capacity trade-off, which the company sees as increasingly costly for agentic AI. CEO Walter Goodwin said the funding will let the startup ship its first chips and systems next year.
CoreWeave said in its third-quarter earnings that it is increasingly asking customers to pay up front, borrowing against specific contracts and signing shorter-term deals to finance its AI infrastructure growth. The company reported $3.66 billion in revenue, up 168% year over year, alongside a $709 million net loss and $846 million in quarterly interest expense, and it expects about $9 billion in customer prepayments and deposits over the next three months against a $132.5 billion backlog. CEO Michael Intrator said CoreWeave will not use the unsecured debt market at current yields, while short-term capacity is selling at more than $40 million per megawatt annually versus $20 million to $25 million for four- and five-year contracts.
Fireworks AI confirmed a cyberattack in which an attacker breached its cloud provider to reach a Fireworks development system, exposing some customer billing information and datasets. Notion said the incident affected about 1% of its customers and that hackers took chat transcripts from Notion AI users of its Insights feature; it disconnected from Fireworks on November 3. Fireworks believes the attackers were financially motivated and aimed to sell access to large language models, and this is its second breach in as many months after an October incident.
Nvidia CEO, president and co-founder Jensen Huang resigned after a board meeting that followed reports of a second affair, with CFO Colette Kress installed as interim CEO. The New York Times reported evidence of an affair with an Nvidia executive who reported directly to him, after Huang had acknowledged an affair with Megaspeed exec Alice Huang, whom US intelligence reports had identified as a spy for China's Ministry of State Security.
Norwest has raised a $4 billion fund, its eighteenth and largest to date, to expand investments in AI. The Wells Fargo-backed firm plans to back AI startups across consumer, healthcare and technology, and to deepen bets on physical AI, voice AI, agentic cybersecurity and aerospace. Since its $3 billion seventeenth fund closed in 2024, Norwest has made more than 87 investments.
Jensen Huang resigned as Nvidia CEO and board member after the board opened an investigation into extramarital affairs with a direct report and an alleged Chinese spy, and CFO Colette Kress is now interim CEO. Board chair Harvey Jones announced the change in an internal memo, and Kress told employees in a follow-up email that the company had been through an extraordinarily difficult period, with a company meeting set for November 18 at 9am PT. The Verge republishes both messages in full.
Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”
Nvidia's board announced Thursday that co-founder and 33-year CEO Jensen Huang has resigned as President, CEO and board member, effective immediately, following reports of affairs with an alleged Chinese spy and a direct report. CFO and EVP Colette Kress, at Nvidia since September 2013 and previously CFO of Cisco's Business Technology Operations Finance and a 13-year Microsoft veteran, takes over as interim CEO while the company searches for a successor. Kress said Nvidia will continue advancing its work in accelerated computing and AI, and the company reports quarterly earnings on Tuesday.
Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”
Gary Marcus writes that Jensen Huang has resigned from Nvidia and been replaced for now by CFO Colette Kress, with the stock down 13% as of the opening bell. Marcus argues Huang's ties to Chinese AI and conflicts of interest left the company exposed to litigation and investigation, and warns that the circular financing he orchestrated across the AI industry could now collapse.
Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”
Nvidia confirmed in an SEC filing that its board accepted Jensen Huang's resignation on Wednesday, with CFO Colette Kress taking over as interim CEO while keeping her CFO duties. The move follows Huang's public admission of infidelity and reports that US officials believe Megaspeed executive Alice Huang, with whom he had a close relationship, is a Chinese spy; three Republican committee chairs had sought a closed-door briefing, and the New York Times reported a second affair with Nvidia VP Kimberly Powell, which Nvidia, Huang and Powell have not confirmed.
Why it matters: A reverse-chronological timeline shows how a personal scandal involving Jensen Huang escalated into a board succession, a congressional inquiry and a national security probe of Nvidia chip flows.