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November 11, 2026, 12:20 PM
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Desmond Shum:
Rather than being a spy, Alice Huang is likely primarily a commercial fixer or “white glove” for businesses, leveraging a career in China's capital markets  —  Behind $4.8 billion in Nvidia chips lies a familiar Chinese business model: the white glove
April Roach / CNBC:
Nvidia's stock closed down 5.47% on Tuesday, following a 4.27% drop on Monday, after Jensen Huang admitted to an affair with Alice Huang, an alleged Chinese spy  —  Nvidia shares sank 5.47% on Tuesday as investors continued to weigh the potential fallout from CEO Jensen Huang's affair with an alleged Chinese spy.
Politico:
Sources: Jensen Huang's affair has significantly raised the chances of Congress enacting chip export limits in 2026 via the National Defense Authorization Act
New York Times:
Sources: despite Trump's denial, he was told at least twice in seven months about Huang's affair with an alleged spy, including by Rubio en route to Beijing
New York Times:
Nvidia hires former acting US attorney Joon H. Kim and his law firm Wachtell Lipton to investigate Jensen Huang's affair with alleged Chinese spy Alice Huang
Bailey Lipschultz / Bloomberg:
Sources: Anthropic's IPO draws multiple times the orders for the shares available; a source says Dario Amodei and Jamie Dimon have a livestream event on Friday  —  Anthropic PBC's initial public offering has drawn multiple times the orders for the shares available, according to people familiar …
@firesidealpha:
Anthropic's IPO roadshow video: Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be “relics of the past” in “less than a decade”  —  Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be relics of the past in less than a decade, and that “we can create an age of miracles”
Robert Hart / The Verge:
Google DeepMind launches AlphaGenome 2, trained on 100M+ cell profiles across 68 tissues to predict genetic mutation effects, for non-commercial research  —  DeepMind's new DNA model better predicts how mutations affect different cells, potentially opening paths to treatment.
Politico:
After the US midterms, Palantir CEO Alex Karp pivots toward Democrats, describing his philosophy as “progressive” and praising Trump for saying ICE went too far  —  With help from Eli Okun, Ali Bianco and Irie Sentner  —  Good Wednesday morning — and a special note of gratitude and thanks to all the vets on Veterans Day.
Vlad Savov / Bloomberg:
Nintendo sold 5.2M copies of its The Legend of Zelda: Ocarina of Time remake in just four days, giving the Switch 2 the blockbuster hit it had been waiting for  —  Nintendo Co. sold 5.2 million copies of its The Legend of Zelda: Ocarina of Time remake in just four days …
Elizabeth Chamberlain / iFixit News:
MacBook Pro with PROLED XDR teardown: 5/10 repairability, a point above the M5 MBP, and Touch ID works with a new logic board; the backlit logo uses four LEDs  —  “Fancy new display” makes our screwdrivers nervous, and Apple's latest MacBook has the fanciest display yet.
Marcus Mendes / 9to5Mac:
Apple says its Apple Support Community forum will permanently close on November 20 and as of November 10 the site is read-only and no longer accepting new posts  —  Users visiting the Apple Support Community tonight were greeted with a message informing them that the platform will permanently shut down on November 20.
Eduardo Baptista / Reuters:
Records: China's Northwestern Polytechnical University, which has close PLA ties, has access to Nvidia's H200 AI chips despite being on a US export blacklist  —  A Chinese university with deep ties to the People's Liberation Army bought Nvidia's powerful H200 AI chips last month despite …
Jordan Novet / CNBC:
CoreWeave reports Q3 revenue up 168% YoY to $3.66B, above $3.55B est., a $132.5B revenue backlog, and lifts its 2026 earnings guidance; CRWV jumps 20%+  —  CoreWeave reported better-than-expected quarterly revenue and lifted its 2026 guidance on Tuesday, showing that demand …
Luke Plunkett / Aftermath:
Game developer House House confirms using AI during Big Walk's final development, sparking an intense debate among Independent Games Festival judges and jurors  —  'We support the work of those who are trying to limit the harm generative AI is doing to videogames and our world …
Richard Adams / The Guardian:
England's university regulator says AI makes grading coursework “close to impossible” and recommends a return to “AI-free assessment” methods like written exams  —  Office for Students says institutions in England should return to traditional exams and in-person presentations
Dan Goodin / Ars Technica:
Researchers find that Grok Build is leaking the data of over 35,000 apps via shareable links, including proprietary business info, some belonging to SpaceXSI  —  Grok Build, the vibe-coding agent from SpaceXSI, is leaking data—some of it proprietary business information and other sensitive secrets …
Bloomberg:
Sources: self-driving simulation software maker Applied Intuition is in talks to raise at least $1.5B led by General Catalyst at a ~$30B pre-money valuation  —  Applied Intuition Inc., a defense contractor developing technology for autonomous vehicles, is in talks to raise at least $1.5 billion …
Gian Volpicelli / Bloomberg:
The European Commission introduces the Digital Fairness Act, which aims to curb addictive design features and manipulative “dark patterns” or face large fines  —  The European Union is debuting a new plan designed to curb practices that manipulate people into spending more time and money online.
Lenny Rachitsky / Lenny's Newsletter:
An analysis of the tech job market in late 2026: product managers seem to be benefiting the most in the AI era, demand for engineers is plateauing, and more  —  PMs are winning, engineers are plateauing, designers are hurting, and the biggest AI hiring boom isn't in software
Jake Roach / Tom's Hardware:
A deep dive into AMD's Zen 6 EPYC Venice: uses TSMC's N2P, the 9686F often beats Nvidia's Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, and more  —  Our first look at Zen 6, both under the hood and in real-world applications. … AMD's EPYC ‘Venice’ CPUs are the first to debut …
Wall Street Journal:
Sources: SoftBank reserved 13GW+ of turbines, equivalent to six Hoover Dams, to power AI; SoftBank took a $3.7B earnings hit mostly from canceled reservations  —  SoftBank reserved enough gas turbines to generate the power of six Hoover Dams.  It cost the company billions of dollars in losses.
Andrew Silver / Reuters:
After China's anti-corruption crackdown on hospital visits and pharma reps, drugmakers turn to AI assistants from Alibaba, JD, and others to reach physicians  —  Drugmakers in China are seizing on a boom in digital assistants that has opened up a new — and potentially more efficient …
More: Unite.AI
Morgan Chittum / Fortune:
Rox, which develops AI agents to automate customer research and outreach, raised a $100M Series B co-led by General Catalyst and March at a $1.3B valuation  —  Morgan Chittum here.  For decades, enterprise software giants like Salesforce have powered the workflows that keep the world's biggest businesses running.
More: Reuters

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From Mediagazer

Tom Jones / Poynter:
At Pete Hegseth's first press conference in months, reporters were threatened with physical removal, and he largely ignored questions from the traditional press

Jack Queen / Reuters:
A US federal judge says Trump's $10B defamation suit against the BBC over a Panorama documentary can go forward, but throws out an unfair trade practices claim

Naman Ramachandran / Variety:
ITV says its £1.6B Media & Entertainment unit sale to Comcast-owned Sky is on track for H2 2027, and reports January to September revenue down 1% YoY to £2.76B

More News

Ingrid Lunden / Resilience Media:
German defense tech giant Helsing launches Clarity, an intelligence platform using military-customized AI agents to rival Palantir's Maven and Anduril's Lattice
Jessica Elgot / The Guardian:
Sources: the UK's proposed under-16 social media ban is expanding to target recommender systems and user content, including YouTube Kids, Lego Play, and Spotify

Earlier Picks

Jaron Lanier / New York Times:
VR pioneer Jaron Lanier says Silicon Valley is sabotaging itself by poorly pitching AI and callously treating areas for building data centers as sacrifice zones
Bloomberg:
How US-based game publishers are losing ground in the $121B mobile gaming market to Chinese rivals, which can make games quicker, cheaper, and more profitably
Financial Times:
Sources: Anthropic's bankers are weighing plans to raise its IPO price after receiving heavy demand, which could increase the valuation target to $1.5T or more
Lawrence Abrams / BleepingComputer:
Incident report: Railway says it believes the October hack targeted AI provider keys for resale and estimates unauthorized spend using the stolen keys at ~$740K
Berber Jin / Wall Street Journal:
Leaked docs: OpenAI's adjusted operating margin improved from -150% in Q2 to -109% in Q3; its estimated Q3 adjusted operating losses rose from $10.1B to $10.9B
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