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November 10, 2026, 7:25 AM
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Associated Press:
Trump says the FBI is “looking into” Jensen Huang's affair, and the Nvidia CEO told him that he “had absolutely no idea that the person in question was a spy”  —  President Donald Trump said Monday that Nvidia CEO Jensen Huang should not worry about the FBI looking …
Semafor:
Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning at what has become the world's most important company  —  Nvidia CEO Jensen Huang's spy scandal shines a spotlight on thin corporate governance and opaque succession planning at what has become the world's most important company.
Sarah Perez / TechCrunch:
Short seller Culper Research's May report, which flagged Jensen Huang's relationship with Alice Huang as “uncomfortably close”, is resurfacing on social media  —  Six months before the Nvidia spy scandal emerged, the New York-based short seller firm Culper Research …
Mackenzie Hawkins / Bloomberg:
Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure  —  Nvidia Corp.'s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International …
New York Times:
Sources: a US Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened  —  An investigation into Megaspeed, a Singapore company that was buying advanced Nvidia A.I. chips, was transferred to the Justice Department …
The Information:
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
Demetri Sevastopulo / Financial Times:
Nvidia drops 4.3% after its board opens an investigation into Jensen Huang; the company originally dismissed the interactions as “nothing unusual or unexpected”
Lauren Goode / Wired:
Sources: Jensen Huang hired crisis communications firm Heller as early as October 2025; an NYT report in October 2025 on his Megaspeed ties caused tensions
Anthropic:
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  —  Today Anthropic, PBC launched the roadshow for its proposed initial public offering of its Class A common stock.
Echo Wang / Reuters:
Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to ~$69B, then followed up saying the pricing details were inaccurate  —  Anthropic sent out and then retracted details of its blockbuster IPO filing, according to emails to bankers seen by Reuters late on Monday.
Anthropic:
Anthropic releases Mythos 5.2 and Fable 5.2, saying they are “best for the most ambitious, open-ended technical work”, with outputs up to 30% faster than 5.1  —  We've upgraded Claude Fable and Claude Mythos—models that are designed to tackle the most daunting technical challenges.
Jay Peters / The Verge:
Anthropic says during prerelease testing Mythos 5.2 and Fable 5.2 formalized the proof of Fermat's Last Theorem and solved two open black hole physics problems
Ethan Mollick / One Useful Thing:
Anthropic's Fable 5.2 represents “Jagged AGI” that matches human expert levels on select tasks like game design, but lacks self-directed judgment and taste
Ryan Christoffel / 9to5Mac:
Apple begins offering additional AI access via one-time $50 “intelligence usage packs” when users meet monthly usage caps, starting in its Creator Studio apps  —  Apple has said it will eventually charge for expanded usage of select AI features.
Anna Tong / Forbes:
AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month  —  Two customers told Forbes they had already substantially moved their business off Fireworks' systems, with one describing a series …
Russell Brandom / TechCrunch:
Meta releases Muse Ember, its smallest and most cost-efficient AI model yet, saying it delivers more intelligence per dollar than Haiku 5.5 and GPT-6 Luna  —  Meta Superintelligence Lab released a new AI model on Monday called Muse Ember, the lab's lightest and most cost-efficient AI model yet.
Jason Schreier / Bloomberg:
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  —  The video-game publisher may have hurt one game's sales with another of its own games  —  Take-Two Interactive Software Inc …
Andy Lin / Bloomberg:
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  —  Moonshot AI accessed a trove of Nvidia Corp.'s most advanced chips this summer, according to documents filed with Beijing regulators …
Alexandra Alper / Reuters:
Sources: Microsoft is among a group of companies lobbying the Trump administration to halt the FCC's plan to ban imports of Chinese optical transceivers  —  Microsoft (MSFT.O) has been pressing the Trump administration to halt plans to bar Chinese imports of a key component used in AI data centers …
More: CoinDesk

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From Mediagazer

Alex Weprin / The Hollywood Reporter:
Skydance reports Q3 revenue up 5% YoY to $7B, net income of $73M, and adjusted EBITDA of $1B, excluding WBD, in its first earnings since closing the WBD deal

Borys Kit / The Hollywood Reporter:
James Gunn and Peter Safran step down as co-heads of DC Studios; Skydance appoints ex-Marvel exec Jeremy Latcham as president and chief creative officer of DC

Joshua Benton / Nieman Lab:
As student journalists report more local news, journalism school professors charged with editing their work on top of a full teaching load risk burnout

More News

Carl Franzen / VentureBeat:
Meituan releases 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 1
Jenny Lee / CNBC:
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
Associated Press:
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

Earlier Picks

Jennifer Hiller / Wall Street Journal:
Mavria, which aims to build modular data centers that can be shipped by trucks, raised $130M across pre-seed and seed rounds at a $1B valuation led by Paradigm
Emily Nicolle / Bloomberg:
Elliptic: the hackers behind the $6.3B Binance heist created at least six memecoins on the NEAR blockchain network to launder about $430,000 of stolen funds
Reuters:
French officials say Iran's Revolutionary Guards were behind the cyberattacks that knocked out commercial refrigerators and freezers across France in October
Stevie Bonifield / The Verge:
In a 60 Minutes interview, Trump says the DOJ threatened a top exec at “one of the big” AI companies over “bad” activities and this “person totally changed”
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