Techmeme
November 10, 2026, 11:16 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 …
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 …
Semafor:
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 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  —  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:
Tom Warren / The Verge:
Rockstar plans to make GTA VI available on Xbox Cloud Gaming at launch next week, likely restricting streaming exclusively to consoles; GTA VI runs at 30fps  —  Rockstar Games confirms GTA VI will run at 30fps across all consoles. … Rockstar Games is making Grand Theft Auto VI available …
Maximilian Schreiner / The Decoder:
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%  —  - Fable 5.2 breaks through in 3D models, audio, and architecture … The test measures how often AI agents complete real freelance jobs …
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:
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  —  General, often expert, and sometimes jagged … I have had the chance to use the new Claude Fable 5.2 quite a bit …
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.
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 …
Ryan Christoffel / 9to5Mac:
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 …
James Mayger / Bloomberg:
Australia is drafting legislation for an AI safety regulator that can impose “significant penalties” after an OpenAI model hacked a government site in September  —  Australia will create a new artificial-intelligence safety regulator that will have the power to impose …
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

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