Techmeme
November 10, 2026, 9:25 AM

Top News

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  —  The relationship between Nvidia CEO Jensen Huang and Alice Huang, the woman that the U.S. government reportedly identified …
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 …
Sarah Perez / TechCrunch:
Short seller Culper Research's May 13 report, which flagged Jensen Huang's relationship with Alice Huang as “uncomfortably close”, resurfaces on social media  —  Six months before the Nvidia spy scandal emerged, the New York-based short seller firm Culper Research …
Semafor:
Jensen Huang's spy affair shines a spotlight on Nvidia's thin corporate governance and opaque succession planning at 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.
Mackenzie Hawkins / Bloomberg:
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  —  Nvidia Corp.'s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International …
New York Times:
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.
CNBC:
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  —  Anthropic said it will offer 825 million shares in its upcoming IPO at a price range between $70 to $78 per share …
Echo Wang / Reuters:
IPO prospectus: Anthropic's IPO is set to raise up to $64.4B, and the company will also raise $26B via cornerstone investors like Google, AMD, and Nvidia  —  Anthropic is targeting a valuation of up to $1.02 trillion in its landmark U.S. IPO, its filing showed on Tuesday …
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.
Ethan Mollick / One Useful Thing:
Jay Peters / The Verge:
Lily Hay Newman / Wired:
Google DeepMind researchers used agentic AI framework AlphaProof Code to verify the Signal protocol's cryptographic guarantees, in a four-week proof-of-concept  —  DeepMind researchers were able to formally verify that the widely used encryption protocol works as intended.  Their stretch goal?
Kyle Kucharski / ZDNET:
Amazon's Ring unveils the $249 Ring Drone Cam and the $999 Ring Rover Cam, utilizing its AI Pilot navigation software, under new subbrand Ring Robotics  —  Alongside the Ring Drone Cam, Ring introduced the Rover Cam for businesses.  It investigates disturbances and streams 4K footage.
Ryan Christoffel / 9to5Mac:
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 …
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 …
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  —  SoftBank reported a fiscal second-quarter net loss of 1.12 trillion yen ($7 billion) on Tuesday, as losses tied …
Kieran Smith / Financial Times:
BT CEO Allison Kirkby says a Starlink deal is “ready to launch” but the company is “cautious on how Starlink might be viewed” after the Ukraine service cutoff  —  Launch will not proceed until ‘noise has died down’ over battlefield service disruptions, says CEO Allison Kirkby
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 …

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Earlier Picks

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Reuters: