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November 12, 2026, 5:35 AM
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| Wall Street Journal: |
Sources: Nvidia's board is preparing to oust Jensen Huang after he had two extramarital affairs, one with a suspected Chinese spy; NVDA drops 9%+ after hours — Move follows company investigation into an affair with a Chinese woman alleged to be a spy — Nvidia's board is preparing …
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| New York Times: |
Sources: Jensen Huang had an extramarital relationship with Nvidia VP of Healthcare Kimberly Powell, who reports to him; the affair was discussed inside Nvidia — Mr. Huang, Nvidia's chief executive, is already facing scrutiny over an affair with a Chinese businesswoman who U.S. intelligence determined was a Chinese spy.
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| Bloomberg: |
Source: Nvidia's board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search — Nvidia Corp.'s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen …
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| Semafor: |
Sources: some Nvidia board members favor naming CFO Colette Kress interim CEO; an administration official says the board briefed the White House on its meeting — Some members of Nvidia's board favor appointing Chief Financial Officer Colette Kress as interim CEO, according to people familiar with the matter.
More: Washington Post, Daring Fireball, Reuters, Bloomberg, Times of India, ANI News, Seeking Alpha, and Wall Street Journal
X: @zerohedge, @bradneuberg, @semaforben, @wholemars, @rachelvt42, and @shaunralston
| Reuters: |
Sources: Chinese AI companies are rushing to rent Nvidia compute capacity overseas amid fears of tighter US restrictions after the Jensen Huang spy scandal — Chinese artificial intelligence companies are trying to rent Nvidia-powered computing capacity at data centres outside China … | Axios: |
Sources: Howard Lutnick has stalled curbs on companies suspected of diverting Nvidia chips to China; Trump approved curbs for a third time in 2026 on November 5 — President Trump on Thursday authorized a crack down on companies suspected of diverting Nvidia's advanced AI chips to China …
More: Politico, Fox Business, Semafor, and India Today
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| Axios: |
Sources: Scott Bessent confronted Howard Lutnick last week over the Commerce Department not adding Megaspeed to its entity list; the agency denies it occurred — Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick over a failure to place Nvidia customer Megaspeed …
More: New York Times, Axios, and Business Today
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Bluesky: @timobrien, @sarahposner, and @wellborn.net
| Leo Schwartz / The Information: |
Sources: the US Commerce Department is finalizing a semiconductor control update that would prevent remote access and chip smuggling into China via data centers — The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced … | Wall Street Journal: |
More: New York Times, FXStreet, and The Asia Business Daily
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| Jonathan Weil / Wall Street Journal: |
More: Investing.com. X: @staunovo, @jonathanweil, @edzitron, @nicholas_yhchan, and @doomdotorg. LinkedIn: Jonathan Weil. Bluesky: @carlquintanilla
| Todd Bishop / GeekWire: |
AWS releases AWS Emulator, a free tool that simulates 200+ services locally, saying AI agents wrote it and its team hasn't written or reviewed any of its code — AWS says its engineers didn't write or review a single line of code in its newest developer tool, and the company is touting that as a selling point.
More: Amazon Web Services on GitHub, About Amazon, All Things Distributed, Help Net Security, Amazon Web Services, The Register, The Hacker News, Amazon Web Services, SiliconANGLE, and The New Stack
X: @marcjbrooker, @clare_liguori, @quinnypig, @marcjbrooker, @vtrivedy10, @sivalabs, @swamisivasubram, @clare_liguori, and @hichaelmart
LinkedIn: Matthew Wilson, Swami Sivasubramanian, and Werner Vogels. Mastodon: @carnage4life@mas.to. Forums: Hacker News
| Google: |
Google launches Gemini Decisions API, powered by its new Gemini Decision 1 model, to return predefined answers with confidence scores, at $0.10/1M input tokens — Introducing the Gemini Decisions API, powered by our new Gemini Decision 1 model. Evaluate up to 1,000 yes/no, choice …
More: The Deep View, VentureBeat, The Decoder, MadRobot, SiliconANGLE, and ANI News
Forums: Hacker News and r/Bard
| Alison Sider / Wall Street Journal: |
United Airlines says it will block third-party AI assistants from booking tickets to protect its customers' data, citing potential FAA and DOT rule violations — The carrier says automated assistants present data-privacy risks; 'I don't want to create another middleman'| Scott Patterson / Bloomberg: |
OKX and ICE's joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected — Crypto's race to grab a slice of the US stock market is picking up speed even as many of the companies whose shares are being targeted for tokenized trading are pushing back.
More: OKX United States and Wall Street Journal
X: @okx, @saylor, @okx, @jessepollak, @securitize, @carlosdomingo, and @securitize
| Janko Roettgers / Lowpass: |
Roku says it will wind down sales of smart home hardware to focus on streaming, days after Fox closed its acquisition, but will keep supporting existing devices — No more cheap cameras and light bulbs … Roku is done with light bulbs and smart switches: The streaming device maker … | Mike Wheatley / SiliconANGLE: |
Lumbra, which is developing tech to orchestrate AI agents in ultra-secure computing environments for the intelligence community, raised a $25M Series A — When it comes to matters of national security, it's vitally important to ensure that the right intelligence gets to the right decision-makers … | Nick Clegg / The Atlantic: |
Silicon Valley's herd mentality in cozying up to Trump backfired as Democrats may seek retribution, China closes the AI gap, and anti-Big Tech sentiment grows — For Silicon Valley leaders, cozying up to the Trump administration has led to a series of spectacular failures.
X: @adriennelaf, @typocatcav2, @typocatcav2, @nickclegg, @alexvoica, @sstossel, and @maggienanyonga. Bluesky: @dlknowles
| Politico: |
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Forums: r/technology and r/popculturechat
| 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: |
More: Simon Willison's Weblog, Business Insider, The Daily Upside, and Anthropic
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