Techmeme: Beijing says “the US should stop fabricating the so-called Chinese spy narrative as a pretext for imposing technology restrictions”; Trump and Xi meet next week (Bloomberg)

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November 12, 2026, 6:50 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%+ pre-market — Move follows company investigation into an affair with a Chinese woman alleged to be a spy — Nvidia's board is preparing …

More: Ars Technica, Washington Post, CNBC, New York Times, Eurogamer.net, Washington Post, Decrypt, TechCrunch, Axios, CBS News, Reuters, Bloomberg, Silicon Republic, Telegraph, San Francisco Chronicle, Cointelegraph, Financial Times, Barron's Online, The Independent, PC Gamer, Euronews, Semafor, Bloomberg, TRT World, Silicon UK, The Guardian, Investing.com, Platypus Economics, ABC7, The Daily Caller, Implicator.ai, Inc.com, CoinDesk, The San Francisco Standard, TMZ.com, Capital Brief, TESLARATI, Globe and Mail, Raw Story, The Aisle, Livemint, The Information, Taiwan News, Forbes, Hypebeast, Türkiye Today, Implicator.ai, Times of India, Fast Company, Quartz, 80 Level, and Washington Examiner

X: @kobeissiletter, @desireefixler, @elonmusk, @beffjezos, @jason, @teddyschleifer, @amir, @nic_carter, @kimmonismus, @gavinsbaker, @gavinsbaker, @balajis, @gavinsbaker, @caroljsroth, @joannastern, @jolingkent, @aridavidpaul, @benbajarin, @sammykoppelman, @nymbusjp, @raywongy, @liebermanaustin, @eringriffith, @kimmonismus, @afneil, @danprimack, @hansmahncke, @jason, @cgasparino, @trungtphan, @pjvogt, @ronconway, @munster_gene, @jimcramer, @fuentesupdates, @balajis, @edzitron, @byrnehobart, @excelhumor, @amasad, @vkhosla, @kuhhbin, @5149jamesli, @dillon_valdez, @jason, @ianbremmer, @beffjezos, @dieworkwear, @timsweeneyepic, @hlc_actual, @lydiamoynihan, @zerohedge, @edzitron, @petergyang, @natpurser, @joannastern, @caro_milanesi, @rogoswami, @olivia_beavers, @annmarie, @jbillinson, @edzitron, @jason_howerton, @kantrowitz, @yc, @divestech, @dieworkwear, @firstadopter, @tcrawford, @grace_panetta, @lookner, @greg16676935420, @parismartineau, @deanwball, @big_business_, @poastmilque, @rampcapitalllc, @aleabitoreddit, @dee_bosa, @madisonmills22, @pmddomingos, @firstadopter, and @balajis. LinkedIn: Frederic Lardinois

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

X: @ordinarygamers, @vxunderground, @dloesch, @okaythenfuture, @ns123abc, @niubi, @josephpolitano, @rmac18, @financelancelot, @shashj, @socialistadri, @cwarzel, @haurmeya, @kantrowitz, @saranormous, @scottmstedman, @lulumeservey, @hadas_gold, @zephyr_z9, @dominicjpino, @fiskantes, @edzitron, @paultassi, @jbarro, @mikedrucker, @crackcobain__, @josephpolitano, @danprimack, @quinnypig, @shannonrwatts, @xbitcoin_teej, @chrisrmcguire, @matt_beard_, @gerritd, @thestalwart, @pmddomingos, @tomwarren, @kyliebytes, @chafkin, @benjamindekr, @justinwhang, @sharonjqyang, @megtirrell, @mattzeitlin, @arcticinstincts, @josephpolitano, @brianstelter, @noemititarenco, @blader, @botticellibimbo, @chasedownleads, @natolambert, @film_girl, @mert, @sircalebhammer, @jerrycap, @scobleizer, @alexbores, @danprimack, @intcyberdigest, @linkofsunshine, @_nathancalvin, @acerola_t, @menakadoshi, @wokedudebro, @tylerpalmer, @teddyschleifer, @niubi, @danieltniles, @_nathancalvin, @brianstelter, @gtconway3d, and @blader

Bluesky: @mrsbettybowers, @masnick.com, @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, @rohanpaul_ai, and @dennisw5

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, Reuters, Bloomberg, Times of India, ANI News, and Seeking Alpha

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

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

Bloomberg:

Beijing says “the US should stop fabricating the so-called Chinese spy narrative as a pretext for imposing technology restrictions”; Trump and Xi meet next week

More: Forbes, Financial Times, Reuters, France 24, RTHK, and Channel NewsAsia

Bloomberg:

A look at Nvidia's 10-person board, many of whom have known Jensen Huang for decades, including attorney Stephen Neal, VC Tench Coxe, and academic John Dabiri

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 and Barron's Online

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: 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, The Indian Express, Wall Street Journal, 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: Barron's Online, New York Times, CBC News, and The Asia Business Daily

X: @schwartzbwsj, @sonusvarghese, @davidclinchnews, @edzitron, @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: @jonathanweil, @edzitron, @nicholas_yhchan, @doomdotorg, and @staunovo. 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, Australian Financial Review, and Wall Street Journal

X: @alex_callinicos, @amasad, @dream1984tube, @yesokyeahsure, and @the_ai_investor

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.

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, 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

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

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

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, Gizmodo, Cord Cutters News, RuntimeWire, and TheDesk.net. X: @foundrceo

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From Mediagazer

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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Sam Biddle / The Intercept:

Russian pranksters tricked three OpenAI natsec and policy executives into a video meeting by posing as Ukrainian officials; OpenAI says it “acted internally”

X: @edzitron, @cljack, @ditzkoff, @cwarzel, @samfbiddle, @bruce_arthur, @blackroomsec, @sjgadler, @joshbutler, @macaesbruno, and @reedgalen. Forums: r/ThatsInsane

Brian Krebs / Krebs on Security:

A look at Russian ransomware-as-a-service group Qilin, which has become the world's most active gang, likely run by 36-year-old Aleksey Mikhailovich Yakovtsev

Sherry Qin / Wall Street Journal:

SMIC reports Q3 revenue up 34% YoY to ~$3.19B, net profit up 123% to ~$428.4M, above ~$396.8M est., and a gross margin of 29.9%, above its 26% to 28% guidance

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, Malay Mail, Finimize, The Straits Times, and Agence France-Presse

Marilen Martin / Bloomberg:

Munich-based Agile Robots, which develops humanoids, mobile robots, robotic arms, and control software, raised $500M led by SoftBank at an $8.5B valuation

More: Reuters, Agile Robots SE, MadRobot, New York Times, and Dealroom.co

Earlier Picks

Emily Mullin / Wired:

Radical Numerics unveils Omnii Defense, an edge AI model it says can identify natural and AI-engineered pathogens without an internet connection

LinkedIn: Radical Numerics

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

More: RuntimeWire and Seeking Alpha

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, Fortune, Barron's Online, Motley Fool, Techstrong IT, and The Quantum Insider. X: @ibmresearch

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

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, The Information, and Quartz

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

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: @yoni_edelbyte, @bogiebalkansky, @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 and SiliconANGLE

Forums: r/accelerate and r/singularity

Morgan Chittum / Fortune:

Rox, which develops AI agents to automate customer research and outreach, raised a $100M Series B led by General Catalyst and March Capital at a $1.3B valuation

More: The SaaS News