#行业动态

Jensen Huang resigns as Nvidia CEO amid espionage scandal; $1.4 trillion in market value lost

Jensen Huang resigned as Nvidia's CEO, president and board member effective immediately on November 12, 2026, after the Wall Street Journal reported the board planned to fire him over two extramarital affairs, one with a suspected Chinese spy. Nvidia has lost roughly $1.4 trillion in market value since an October 29 New York Times report on possible ties to Chinese intelligence, and CFO Colette Kress is taking over on an interim basis. Harvey C. Jones becomes the first independent board chair, while Huang's departure leaves no clear succession plan and could unsettle the alliance and guarantee structure built around him.

Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”

Nvidia CEO Jensen Huang resigns amid spy and affair scandals, Colette Kress named interim CEO

Nvidia's board accepted Jensen Huang's resignation as CEO, president and board member, effective immediately, after reports of two extramarital affairs, one with an executive at Singapore-based cloud provider Megaspeed who was allegedly passing information to China's Ministry of State Security.

Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”

NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO

NVIDIA's board announced that Jensen Huang has resigned as President, CEO and board member effective immediately, with Executive Vice President and CFO Colette Kress serving as Interim CEO while the board searches for a permanent successor. The board also appointed Harvey C. Jones, former CEO and Executive Chairman of Synopsys, as its first-ever Chair of the Board, and said it expects operations, customer commitments and product roadmap to continue without interruption. NVIDIA said it will report third-quarter fiscal 2027 results on November 17 as previously scheduled.

Nine Korean Startups Compete at DETO 2026 for Disrupt 2027 Startup Battlefield 200 Spot

Nine early-stage South Korean deep tech startups pitched at DETO 2026 in Seoul for a place in Disrupt 2027's Startup Battlefield 200, with all nine targeting U.S. expansion. Voinosis won with AI that analyzes speech patterns to screen brain health, claiming 88% accuracy in a 146-participant clinical study. The others span fintech, energy, semiconductors, and AI, including Ternell's T-SRAM memory and Testbank's Solve app.

Eli Lilly CEO Pushes Back on Dario Amodei's Medical Claims Ahead of Anthropic IPO

Eli Lilly Chairman and CEO Dave Ricks has joined experts criticizing Anthropic CEO Dario Amodei's medical overpromises, made in a video tied to Anthropic's IPO launch. Amodei claimed AI could rapidly cure cancer and mental illness, drawing comparisons to Elizabeth Holmes; critics say the field lacks the data and cannot expedite clinical trials on that timeline.

Meta Signs Long-Term Purchase Agreements for Lower Carbon Cement, Steel, Trucking and Recycled Plastics

Meta has signed a set of long-term purchase commitments covering cement, steel, trucking and recycled plastics to bring clean manufacturing to commercial scale in its data center supply chains. The deals include at least 180,000 tons of lower carbon cement from Sublime Systems, near-zero-emission steel from Sweden-based Stegra, an expanded zero-emission freight route with Nevoya along I-10 in California and Arizona, and 5,000 tons per year of recycled PET with MacroCycle Technologies.

ElevenLabs expands Impact Program with free ElevenMusic for people with voice loss

ElevenLabs announced at its New York Summit on November 11 that people living with permanent voice loss can now get free access to ElevenMusic, so artists who can no longer sing can keep composing and releasing music. The program launches with Songwriters of North America (SONA), which will verify eligibility and distribute access.

Holiday Extras uses Codex to turn customer expertise into better apps

Holiday Extras is using OpenAI's Codex to turn customer expertise into better apps, higher booking conversion and new growth opportunities. The travel add-ons company is rethinking what it can build with the coding model.

Google launches Gemini Decision 1 decision model and Decisions API

Google released Gemini Decision 1, a calibrated multimodal decision model served through a new Decisions API that scores closed-set choices in a single pass instead of generating text token by token. It handles yes/no, multiple-choice and rubric scoring with up to 255 options, accepts text, image, audio, video and PDF inputs, supports up to 1,000 questions per request and 256K context, returns answers in 150–250 ms, and is priced at $0.10 per 1M input tokens with no output charge. Artificial Analysis scored it 66 on its Decision Index, tying Elephant 9B and Jev 1.14 while costing $345 per 1M tasks versus $103 for Drex Max.

The Jev Revolution: How Engineers at Glean, UiPath and Workday Are Building With System One Models

At the AI Engineer Code Summit, TypeSafe AI CEO Diogo Almeida argued that system one models such as Jev, which return structured choices, scores or probabilities rather than generated text, should be called directly from application code to automate tasks more reliably. Glean's Chinmay Goyal said Jev suits zero-shot flexibility because changing decision taxonomies do not require repeated fine-tuning, while UiPath showed Jev ranking document chunks through a tournament of calls that finished in under a second. Workday's Scott Roberts demoed an interface that fills in a time-off card as the user types, which he described as moving from predicting what you want to say to predicting what you want to do.

Who could replace Jensen Huang? A highly unscientific list of possible successors

With Jensen Huang's Kalshi odds of surviving the week at just 30%, speculation has turned to who could run Nvidia, which has no apparent succession plan. The parlor-game list includes AMD CEO Lisa Su, former Google CEO Eric Schmidt, Intel CEO Lip-Bu Tan, Sierra's Bret Taylor, Nvidia's CUDA developer Ian Buck, and hardware engineering SVP Andrew Bell.

Mariko Mori Uses Claude to Code Animation for "All That Shines" Retrospective

Artist Mariko Mori used Claude to write code for a computer-generated animation shown as a new video installation in her retrospective "Mariko Mori: All That Shines." The work plays on a seven-meter-wide screen in the final gallery, where a horizon parts onto a world of radiant light. The exhibition runs October 31, 2026–March 28, 2027 at Mori Art Museum in Tokyo.

OpenAI Commits $2 Million to Research on AI and Children's Safety

OpenAI is committing $2 million to research on AI and children's safety, funding work that supports shared tools for measuring risks and opportunities for young people. The commitment targets measurement of both the risks and the benefits AI presents to younger users.

Report: Nvidia reportedly preparing to fire Jensen Huang

The Wall Street Journal reports that Nvidia is about to fire Jensen Huang, according to Gary Marcus. Marcus writes that the stock is already down in after-hours trading and that Huang's exit could unsettle the circular financing deals he has orchestrated, raising the question of whether Nvidia would still honor the billions it promised Anthropic in the IPO.

Same event; the pick carries“Nvidia stock falls as board reportedly prepares to remove CEO Jensen Huang”

Nvidia stock falls as board reportedly prepares to remove CEO Jensen Huang

Nvidia's board is reportedly preparing to remove co-founder and CEO Jensen Huang, who has led the company for 33 years, with a meeting as soon as Wednesday to decide his future, the Wall Street Journal reported. The report follows Huang's admission on Sunday of an extramarital affair with a woman described by U.S. intelligence as a Chinese spy, and a New York Times report on Wednesday that he also had an affair with an executive who reports to him. Nvidia shares fell about 8% in after-hours trading on Wednesday and are down about 11% over the past five days, while Bloomberg reported the company is working with an outside firm to identify potential CEO candidates.

United blocks personal AI agents from booking flights

United will not let personal AI assistants complete flight bookings on its site, citing privacy and regulatory concerns, The Wall Street Journal reports. Agents can still show users United flights but cannot finish the transaction, and CEO Scott Kirby said he does not want to create another middleman. United said it may reconsider as third-party agents advance, while eBay and several major banks have also restricted agent access.

Meta infrastructure chief Santosh Janardhan to step down, Dave Brown to succeed him

Meta's longtime head of infrastructure and co-head of engineering Santosh Janardhan is stepping down and will be replaced by Dave Brown, who joined as VP of infrastructure earlier this year after 19 years at Amazon. Janardhan, who joined Meta in 2009, will stay on for the transition and move into an advisory role on Meta Compute before leaving next year.

How backlash and red tape continue to slow data centers post-Blue Wave

TechCrunch's Equity podcast discusses how local opposition, permitting delays, and power shortages are slowing the data center boom, with Ascend Analytics' Brent Nelson arguing the project pipeline is wildly inflated and only a fraction of announced AI infrastructure will actually be built. The episode also covers what a bubble burst would mean for developers with the wrong tenants, why Democrats should pursue permitting reform now, and why natural gas isn't the reliable fallback developers assume.

US corporate AI spending hits new high in October, but growth slows to 1.65 percent

The Ramp AI Index shows US corporate AI spending reached a new high in October 2026, rising 1.65 percent month over month. The top 1 percent of companies by AI spending paid a median of $10,200 per employee per month, up nine percent, while a typical company spent just $16.32. OpenAI's business customer spending grew 2.1 percent versus 0.5 percent for Anthropic, and the average price per million processed text tokens fell 21 percent.

TSMC to invest $1B in Anthropic and OpenAI

TSMC plans to invest $1B in Anthropic and OpenAI, according to Ars Technica. The report frames the move as the latest example of the AI boom's circular financing, arriving as the AI trade wobbles.

Big Walk Used AI to Fix a Bug, Sparking an Indie Gaming Reckoning

Indie game Big Walk used AI to fix a bug, and the disclosure has set off a reckoning across the indie gaming world. Many Independent Games Festival judges now say any amount of AI coding is too much.

Helsing unveils Clarity, an agentic platform that prepares target recommendations for weapons systems

German defense tech company Helsing unveiled Clarity, an agent-based platform that fuses sensor feeds, open-source intelligence and written reports into target recommendations for human review before data is packaged for a weapons system. Helsing says the platform runs on the customer's own infrastructure with models and interfaces developed in Europe, and that a human must authorize every handoff to a weapons system, with each decision documented under the responsible person's name. The article notes Helsing did not say whether Clarity is already running with any customer, and contrasts the promises with reported cases in Iran, Gaza and a 2026 near-miss involving a Chinese ship where AI-generated assessments were trusted uncritically.

Anthropic IPO roadshow video details multi-chip Claude training and serving strategy

Anthropic kicked off its IPO roadshow yesterday, and its roadshow video disclosed previously unreleased details about how the business works, including a section on compute strategy with co-founder Tom Brown. Brown said Anthropic trains and serves Claude across AWS Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs, and that when the company began working with AMD GPUs this year, a system called Mythos got Claude running on AMD in three days with basically no human intervention, porting or writing almost 100% of the kernels. He also described compute multipliers as a second driver of compute advantage, saying each multiplier stacks on the ones before it and that Claude may eventually discover them entirely by itself.

Google DeepMind mathematically verifies key parts of Signal

Google DeepMind completed a four-week project that mathematically verified key parts of Signal, according to Ars Technica. The work hints that AI could make formal verification far more practical, though the report provides no further technical details.

ElevenLabs Launches Partner Program to Speed Up Enterprise AI Agent Adoption

ElevenLabs launched its Partner Program with enhanced commercial incentives, new certifications, joint go-to-market opportunities and dedicated technical support. The program covers 550+ active partners in 44 countries, and the partner ecosystem has generated $315 million in pipeline and over $52 million in partner-sourced and partner-influenced revenue this year. ElevenLabs aims for partners to earn $3 in services revenue for every $1 it generates, backed by forward-deployed engineers and a new certified partner directory.

ElevenLabs Summit NYC: Interaction Engine, ElevenAgents Memory and Routines, ElevenAI app, Partner Program and Marketplace

At its New York Summit, ElevenLabs announced new models, agents and deployment options for its AI interaction layer, including the Interaction Engine that manages turn-taking and routes each part of a conversation to a cheaper or frontier LLM. ElevenAgents gains Memory, which builds a structured record of returning customers, and Routines, an automation layer for multi-step work before, during and after calls. ElevenLabs also previewed the ElevenAI workplace app with free early access opening today, launched a Partner Program now at more than 550 partners in 44 countries plus a McKinsey alliance, and introduced the ElevenLabs Marketplace; NVIDIA's Nemotron 3.5 Super VL is now available in ElevenAgents alongside 15 MW of new Vera Rubin compute capacity.

Modal joins gVisor maintainers as Google donates the project to CNCF

Modal is one of three companies, alongside Ant Group and Tines, joining gVisor's maintainers as Google donates the project and its trademarks to CNCF under a maintainer-led governance model. Modal says it launches upwards of 40 million gVisor containers a day and has contributed upstream since 2023, including nvproxy GPU support, an RDMA device proxy called rdmaproxy, and tmpfs and memory-allocator optimizations. The company says it is working on multi-GPU memory snapshots and GPUDirect Storage support for gVisor.

ElevenLabs and NVIDIA expand partnership to bring voice agents to enterprises and governments

ElevenLabs and NVIDIA have expanded their collaboration across models, infrastructure and sovereign deployments, bringing NVIDIA Nemotron 3.5 Super VL into the ElevenAgents platform. ElevenLabs plans to add 15MW of NVIDIA Vera Rubin capacity on top of its existing Blackwell Ultra systems, and is powering a voice agent for Poland's Centralna e-Rejestracja appointment system on-premises using NVIDIA Confidential Computing. On the ElevenAgents customer-support benchmark, Nemotron 3.5 Super VL reached leading end-to-end task-completion accuracy at 70% lower cost than other leading open models, according to ElevenLabs.

McKinsey and ElevenLabs Form Alliance to Scale Conversational AI in the Enterprise

McKinsey and ElevenLabs announced an alliance to help organizations prove the value of conversational AI through initial use cases before scaling across the enterprise. The partnership combines McKinsey's industry and transformation expertise, including QuantumBlack's AI engineering, with ElevenLabs' frontier conversational AI technology and ElevenAgents platform. Dutch telecom KPN is already using the new AI-powered solutions, and the alliance plans to extend the approach to service-intensive industries such as insurance.

How Enterprise Clients Are Putting ElevenLabs AI to Work

ElevenLabs says enterprises now account for more than 55% of its revenue, with its technology in daily operations at five of the 10 largest tech companies, five of the 10 largest insurers and four of the 10 largest telecoms. At its NYC Summit, clients including Ramp, Customers Bank, Banco Inter, Clover Health and FOX Sports described using ElevenAgents and ElevenCreative for support agents, onboarding, multilingual service and an AI persona of commentator Colin Cowherd in the FOX Sports App.

US data vendors are selling RL environments to Chinese AI labs, report finds nine vendors

US data vendors including Mercor, Surge AI, Turing, AfterQuery and Pareto are selling reinforcement learning environments to Chinese AI labs, and the report identifies nine vendors with China business. It argues these sales let Chinese labs skip costly rollout experimentation and save memory-constrained compute, while noting the deals fall largely outside export controls and that the lag behind US labs limits the damage.

Mercor raises $750M Series D at $20B valuation on $3B annualized revenue

Mercor raised a $750M Series D at a $20B valuation after reaching $3B in annualized revenue, up from $1B in February and $2B in June. The company reports 5 million experts and frames its market as the 800-plus US occupations whose workflows models have yet to be evaluated against. Mercor also says it already spends 3x as much on inference as on employee salaries, and argues that if the ratio holds across the economy it points to double-digit GDP growth over the next five years.

ChatGPT Plus for veterans and servicemembers

More than 20,000 veterans and transitioning service members have claimed a free year of ChatGPT Plus, OpenAI said, and the company highlighted how they use it to prepare for civilian careers.

How AI Helps Recyclers Turn Mixed Waste Into Reusable Material

NVIDIA highlights four Inception startups using AI and robotics to sort mixed waste at recycling plants. AIRECO's Jetson Orin NX pilot line tops 95% recognition accuracy and targets raising annual capacity from 18,000 to 48,000 tons while cutting operating costs by 85%, and EverestLabs has deployed about 150 vision-guided robots across North America and Australia.

Grok Build coding agent leaks confidential data from thousands of users, including SpaceXSI

Security firm Claroc found that Grok Build, the vibe-coding agent from SpaceXSI, leaks proprietary business information and other sensitive secrets from thousands of users through shareable app links. Although Grok randomizes URLs so only people with the exact link can access the data, a design decision lets anyone enumerate thousands of live projects, and clicking those links generally reveals all associated data. The exposed material includes internal business plans, ad proposals, medical exam results, cruise-line galley checklists, and employee names and ID numbers, with some of it coming from 24 apps built by SpaceXSI itself, among them a confidential onboarding plan, a sales territory map of 594 accounts, and internal system addresses for sales tools.

Jensen Huang affair with suspected Chinese spy raises alarms for Nvidia and the US AI lead

Nvidia CEO Jensen Huang acknowledged an affair with a woman suspected of being a Chinese spy, and experts tell The Verge the fallout could disrupt the US AI industry and its lead over China. Companies linked to the alleged spy, Alice Huang, reportedly enabled at least $7 billion of Nvidia chip sales to China, while CNAS's Emily Kilcrease warns that with access to the latest Nvidia chips, the US lead could vanish in weeks or months. Kilcrease also said the investigations already underway will consume company bandwidth and that pending AI chip control legislation in Congress now has far higher odds of passing.

STABL: A Non-Profit Research Organization Focused on AI's Missing Quadrant

STABL is launching as a non-profit research organization that takes both frontier AI's transformative potential and the downstream bottlenecks to its societal impact seriously, a position it calls the missing top-right quadrant. It argues that institutional change, not just alignment, must be central to managing AI risk, and plans empirical work on recursive self-improvement, AI diffusion, labor market disruption and societal resilience.

Ed Zitron on Jensen Huang, Megaspeed and NVIDIA's China GPU Sales

Ed Zitron argues that NVIDIA's growth has been propped up by GPU sales routed to China through Megaspeed and related intermediaries, citing Culper Research's claim that about 20% of FY2026 revenue, roughly $43.18 billion, came from China. He points to Bloomberg and New York Times reporting that Megaspeed imported 50,000 more GPUs than NVIDIA told the US government, and that NVIDIA's general counsel contacted Commerce officials about the Megaspeed probe. Zitron also criticizes mainstream outlets for not raising the smuggling story during NVIDIA's earnings coverage.

a16z Leads Series A in General Translation, a Full-Stack Localization Startup

a16z announced it led the Series A round of General Translation, a developer infrastructure company building full-stack, AI-powered localization that integrates directly into React apps, documentation, and tools like GitHub, Figma, and Slack. Customers including Cursor, Cognition, Ramp, and Clickhouse already use it to ship products in every language. a16z partner Martin joins the board.

NVIDIA Contributes OpenShell Agent Runtime to CNCF and Adds DSX Kubernetes Tools

NVIDIA is contributing OpenShell, its open source runtime for securing and governing autonomous agents, to the Cloud Native Computing Foundation as a Sandbox project, and is also contributing to Google-led Agent Substrate. NVIDIA announced three new DSX AI Factory Platform components: NVIDIA Kubernetes Engine and NVIDIA Kubernetes Recipes, now in public preview, and NVIDIA Snapshot, which restores checkpointed replicas in seconds without model reload or warmup. Crusoe tested GLM-5.3 on Crusoe Cloud and cut workload ready time from roughly eight minutes to 31 seconds, while Saturn Cloud reduced vLLM startup from between two and 8.5 minutes to six and 34 seconds.