Techmeme: Sources: Alice Huang's business partner and husband Kang Wei spoke openly of her Jensen Huang relationship; Wei, who knew Jensen for a decade, introduced them (Lingling Wei/Wall Street Journal)

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November 12, 2026, 6:10 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 5%+ after hours — Move follows company investigation into an affair with a Chinese woman alleged to be a spy — Nvidia's board is preparing …

More: Washington Post, Ars Technica, CNBC, New York Times, Washington Post, Decrypt, TechCrunch, Silicon Republic, Axios, CBS News, Financial Times, Bloomberg, Reuters, San Francisco Chronicle, Cointelegraph, Telegraph, Barron's Online, The Guardian, Euronews, The Indian Express, TRT World, Semafor, Bloomberg, Capital Brief, Investing.com, Tom's Hardware, Platypus Economics, ABC7, Raw Story, The Daily Caller, Implicator.ai, Inc.com, TRT World, CoinDesk, The San Francisco Standard, NZ Herald, Heatmap News, TMZ.com, TESLARATI, Globe and Mail, The San Francisco Standard, The Aisle, Livemint, The Information, Taiwan News, Forbes, Hypebeast, Türkiye Today, Implicator.ai, Daily Mail, The Gateway Pundit, Times of India, Fortune, FOX 10 Phoenix, Fast Company, Quartz, 80 Level, and Washington Examiner

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Bluesky: @willoremus.com, @katzish, @profgalloway.com, @drdeanburnett, @davallone, @tomwarren.co.uk, @faineg.com, and @paleofuture

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.

More: CNBC, Tom's Hardware, Korea JoongAng Daily, Business Today, TechCrunch, Hindustan Times, Taiwan News, Punch Newspapers, Malay Mail, Storyboard18, The National, Techstrong.ai, The San Francisco Standard, Mashable, The Indian Express, The Guardian, Forbes, India Today, Newsmax, Radio Free Mobile, AzerNews, Livemint, HotAir, ASIATODAY, Financial Express, Philip Greenspun's Weblog, Inc, Gulf News, SiliconANGLE, Coinpedia Fintech News, and NBC Bay Area

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Bluesky: @masnick.com, @mrsbettybowers, @annabookwriter, @wellborn.net, and @carlquintanilla

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 …

Lingling Wei / Wall Street Journal:

Sources: Alice Huang's business partner and husband Kang Wei spoke openly of her Jensen Huang relationship; Wei, who knew Jensen for a decade, introduced them — Kang Wei appeared to accept that his wife Alice Huang was in a romantic relationship and spoke openly of her closeness to the Nvidia chief

More: Livemint, The Indian Express, and India Today

X: @jchengwsj, @scottmstedman, and @rohanpaul_ai

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, The Asia Business Daily, Daring Fireball, Bloomberg, Reuters, Times of India, ANI News, Seeking Alpha, and Wall Street Journal

X: @zerohedge, @bradneuberg, @semaforben, @wholemars, @rachelvt42, and @shaunralston

Bloomberg:

Sources: Megaspeed founder Alice Huang has returned to China; a source says she is currently living in Beijing with the knowledge of security officials

More: Reuters, CNBC, The Indian Express, South China Morning Post, The Asia Business Daily, Seoul Economic Daily, The Straits Times, and Livemint

X: @mirandadevine, @chafkin, @annmarie, @jenvanlaar, and @kyliejanekremer

Bloomberg:

A look at potential Nvidia CEO candidates, including CFO Colette Kress, CUDA inventor Ian Buck, Arm CEO Rene Haas, and Apple Chief Hardware Officer Johny Srouji

More: Financial Times, Wall Street Journal, BBC, and Seoul Economic Daily. Bluesky: @noz.am

Financial Times:

AMD's shares rose 4%+ pre-market, after closing up 7.3%, and Broadcom gained 2.4% pre-market, following a 4% gain, as Nvidia's board weighs ousting Jensen Huang

More: CNBC

Wall Street Journal:

Letter: Sens. Elizabeth Warren and Chris Coons ask the Trump administration to preserve all documents tied to Nvidia's chip exports to China and Huang's affair

More: Barron's Online, Political.org, Raw Story, and AsiaOne. X: @carlquintanilla

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 …

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 …

More: Forbes, Bloomberg Law, CNBC, Political.org, and Unite.AI. X: @andrewcurran_

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 …

More: Seoul Economic Daily. X: @jingyanghk

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

More: New York Times, Axios, Business Today, 2paragraph News, The Overspill, and Financial Times

Bluesky: @timobrien, @sarahposner, @wellborn.net, and @bcfinucane. Forums: r/technology

Wall Street Journal:

Sources: some Trump officials questioned Jensen Huang's push for Trump to allow more chip sales to China, even before his affair with Alice Huang became public

More: New York Times, CBC News, and The Asia Business Daily

X: @davidclinchnews, @scottmstedman, @verambergen, and @dyshor

Jonathan Weil / Wall Street Journal:

Nvidia stopped reporting Singapore revenue after the quarter ended July 2025, when it accounted for 22% of its revenue, after placing Megaspeed on a blocklist

More: Investing.com. X: @staunovo, @jonathanweil, @edzitron, @nicholas_yhchan, and @doomdotorg. LinkedIn: Jonathan Weil. Bluesky: @carlquintanilla

Joe Miller / Financial Times:

China hawks and Big Tech critics on Capitol Hill are building bipartisan support for tighter export controls, as Jensen Huang falls out of favor in DC

More: Associated Press, Channel NewsAsia, and Australian Financial Review. X: @alex_callinicos

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, ANI News, and Implicator.ai

X: @sundarpichai, @officiallogank, @artificialanlys, @kimmonismus, @googledevs, and @_philschmid

LinkedIn: Michael Quinlan, Amir Hardon, and Felix Xinnan Yu. Bluesky: @timkellogg.me

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'

More: CBS News, Bloomberg, The Verge, Reuters, United, Seoul Economic Daily, PYMNTS.com, Simple Flying, New York Post, and Wall Street Journal

X: @alexanderbittan, @pitdesi, @wallstengine, @brianroemmele, and @scottew

LinkedIn: John Battelle and Jeff Klee. Bluesky: @tyleraking.com. Forums: r/unitedairlines

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, Wall Street Journal, Reuters, and Wall Street Journal

X: @okx, @saylor, @okx, @jessepollak, @securitize, @carlosdomingo, and @securitize

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 …

More: Lumbra, The SaaS News, FinSMEs, Tectonic Defense, and Unite.AI. LinkedIn: Lumbra

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 …

More: Engadget, LightShed Partners, Advisorator, Gizmodo, Cord Cutters News, RuntimeWire, and TheDesk.net. X: @foundrceo

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Finya Swai / The Hill:

In an unprecedented move, Reporters Without Borders calls for impeachment of FCC Chair Brendan Carr, accusing him of politically tinged investigations and more

Mark Stenberg / Adweek:

Q&A with WaPo Executive Editor Matt Murray, who says the outlet is close to breaking even financially and expects 2027 will be its best year in seven years

Oliver Darcy / Status:

Sources: Mary Hager, senior executive producer of CBS News' Face the Nation and executive editor of politics, is leaving after over three decades at the network

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Yazhou Sun / Bloomberg:

London-based Uforce, which makes unmanned air, sea, and land vehicles, raised $700M co-led by the UK National Wealth Fund and Valor Equity at a $6B valuation

More: The Guardian and CNBC

Bloomberg:

Sources: Tencent founder Pony Ma says in his annual speech that he is willing to deploy half of the company's 100,000-strong workforce to AI-native businesses

Ruxandra Teslo / Ruxandra's Substack:

A look at the AI community's “handoverism” ideas, which envision humanity entrusting “the direction of its future to AI”, and what it may look like in practice

X: @bgurley, @profjasonpotts, @ruxandrateslo, and @ruxandrateslo

Gao Yuan / Bloomberg:

Foxconn reports Q3 revenue up 47% YoY to ~$95.4B, net income up 34% to ~$2.4B, above est., driven by AI and iPhone Duo demand, and forecasts strong 2027 sales

More: Reuters, Wall Street Journal, Finimize, Malay Mail, The Straits Times, and Agence France-Presse

Jeannine Amodeo / Bloomberg:

Sources: CoreWeave plans to raise $4B+ via an investment-grade loan as soon as next week; CoreWeave says it may yield 7%-7.5%, about half its junk bonds' yield

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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

More: Politico. X: @adriennelaf, @typocatcav2, @typocatcav2, @nickclegg, @alexvoica, @sstossel, and @maggienanyonga

Bluesky: @dlknowles and @clarajeffery

Kyt Dotson / SiliconANGLE:

IBM unveils the Quantum Nighthawk r3, its next-gen processor designed to execute 10,000 quantum operations across 520 qubits to tackle more complex computations

More: IBM, Barron's Online, Motley Fool, Techstrong IT, and The Quantum Insider

X: @ibmresearch. Forums: Hacker News

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

Earlier Picks

Riley Griffin / Bloomberg:

Memo: Meta's head of infrastructure and co-head of engineering Santosh Janardhan plans to leave in early 2027 and Dave Brown will become head of infrastructure

More: TechCrunch, CNBC, PYMNTS.com, The Information, and Quartz

X: @rdd147, @shanumathew93, @rubys_moneyflow, and @sam_badawi. Threads: @kurtwag8

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NYC-based Imprint, which helps companies offer co-branded credit cards and manage loyalty programs, raised $130M led by Khosla Ventures at a ~$1.9B valuation

More: The SaaS News and Imprint

X: @lethain and @alexrkonrad

LinkedIn: Natalie Giannangeli, Damien Weiss, John Lynch, Maia Bittner, Will Larson, and Daragh Murphy

Tim Keary / Forbes:

Tel Aviv- and SF-based Edelbyte, which is building a data analytics platform designed for AI agents, emerges from stealth with $70M across a Series A and a seed

More: CTech and Sequoia Capital

X: @bogiebalkansky, @yoni_edelbyte, @edelbyte_io, and @calcalistech. LinkedIn: Henning Rauch

Robert Hart / The Verge:

Google DeepMind launches AlphaGenome 2, trained on 100M+ cell profiles across 68 tissues to predict the effects of genetic variants, for non-commercial research

More: Google DeepMind, SiliconANGLE, and The Deep View

Forums: r/accelerate and r/singularity

Tim Fernholz / TechCrunch:

Plurai, founded by ex-Nexar employees to use synthetic data and digital twins of corporate IT environments to assess AI agents, raised a $13M seed led by Team8

More: The SaaS News

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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

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London-based AI chip startup Fractile raised $720M from Thrive, Founders Fund, and others, sources say at a $7B post-money valuation, up from ~$1.1B in May

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