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Sources: US officials disagree on whether China had Alice Huang spy on Jensen Huang; some at the ODNI and the CIA say the intelligence to date doesn't prove it — The US intelligence community is still working to understand the relationship between a Chinese businesswoman who had an affair … | Jasper Goodman / Politico: |
Senate Banking Chair Tim Scott asks Jensen Huang and Howard Lutnick to testify at separate hearings in December over the Nvidia saga; Lutnick agrees to appear — Senate Banking Chair Tim Scott on Thursday called on fallen Nvidia CEO Jensen Huang and Commerce Secretary Howard Lutnick to testify … | New York Times: |
Sources: President Trump's and Howard Lutnick's close relationship with Jensen Huang made officials wary of taking aggressive steps to rein in Nvidia chip sales — Howard Lutnick has frequently clashed with top officials over how to regulate sales of advanced technology to Asia … | CNBC: |
| Stephen Witt / New York Times: |
| Reuters: |
| Michael Acton / Financial Times: |
Sources: Nvidia's board has approached Arm CEO Rene Haas in its search for a potential successor to Jensen Huang; Haas worked at Nvidia more than a decade ago — Head of SoftBank-owned UK semiconductor group sounded out after Jensen Huang resigned over affairs| Wall Street Journal: |
Source: at an August 2026 finance meeting, Jensen Huang interrupted Colette Kress' presentation, calling her “a deer in the headlights” and a “reporting CFO” — Interim CEO Colette Kress has questioned some Huang dealmaking. He called her ‘a deer in the headlights.’| Bloomberg: |
| New York Times: |
| Reuters: |
| Bloomberg: |
Amended S-1: Nscale had $5.5B in debt in September, up from $137.4M in June; Nvidia committed $2B of its $3B+ convertible financing; it previously disclosed $1B — Data center developer Nscale needs more cash, has significantly increased its debt and is more reliant on Nvidia Corp … | Ashley Capoot / CNBC: |
OpenAI announces ChatGPT Wallet, which lets its dots AI agents make purchases on behalf of users, available to ChatGPT Pro subscribers in the US who are over 18 — OpenAI on Friday announced ChatGPT Wallet, a new payment feature that enables its “dots” artificial intelligence agents to make purchases on behalf of users.| Will DePue / Unemployment Labs: |
Analysis of open weights: six models from DeepSeek, Moonshot, MiniMax, and Ant Group released since April carry fingerprints of export-controlled Blackwell GPUs — Executive Summary — Our forensic analysis of publicly released AI models finds evidence that DeepSeek, Moonshot AI … | Koray Kavukcuoglu / Google: |
Google launches Gemini 4 Hydrogen, calling it a major upgrade over Gemini 3.8 Flash, at $1.50/1M input and $7.50/1M output tokens across its 1M context window — Hydrogen brings cutting-edge intelligence to everyone. — SVP, Google DeepMind and Chief AI Architect, Google| Abner Li / 9to5Google: |
| Bloomberg: |
Sources: Samsung is in talks to acquire Modine Manufacturing, a US maker of cooling systems for data centers, as soon as in the coming weeks; MOD jumps 30%+ — Samsung Electronics Co. is in talks to acquire Modine Manufacturing Co., a maker of cooling systems for data centers, according to people familiar with the matter.| Myles Miller / Bloomberg: |
The DOJ says it got court authorization to seize or restrain $1.2B of the $2.7B frozen by Tether and Circle after North Korea's $6.3B Binance hack on October 29 — The Justice Department says it's joined with the two biggest stablecoin issuers in efforts to secure almost half the money stolen … | Eduardo Baptista / Reuters: |
A review of Chinese contracts, disclosures, and other documents identifies $3.2B+ in compute projects built or planned around Nvidia GPUs restricted by the US — Nvidia has said US export controls have effectively shut it out of China's AI data-centre market, but a Reuters review has identified … | The Information: |
Sources: SpaceX laid off ~60 Grok Imagine staffers in the past week, leaving a handful to keep the product alive, as it prioritizes AI coding tools and Grok Bot — SpaceX's artificial intelligence group has axed most of the team behind Grok Imagine, its AI tool for video and image generation … | Bloomberg: |
Sources: Anthropic's IPO, like SpaceX's, is closed to institutional investors in mainland China and Hong Kong, partly due to US arms export rules — Institutional investors based in mainland China and Hong Kong have been excluded from placing orders in Anthropic PBC's initial public offering … | Bailey Lipschultz / Bloomberg: |
| Jessica Lyons / The Register: |
OpenAI launches Daybreak Red Team in early access to test web apps for flaws and Daybreak Defense Factory to automate finding, validating, and fixing them — OpenAI has launched two new security products, one for penetration testing and another for defense, and warned organizations … | Anna Washenko / Engadget: |
Microsoft says it is “seeing encouraging recovery progress” after confirming users may be unable to access Microsoft 365 services, including Outlook and Teams — Outlook and Teams are among the platforms impacted by “elevated load” issues. — Microsoft is experiencing an outage … | Sarah Klearman / Wall Street Journal: |
Mirendil, founded by former Anthropic researchers to build tools for accelerating AI R&D, raised a $1B Series A led by Kleiner Perkins and Clearlake Capital — The fundraise comes six months after Mirendil, founded by Anthropic alumni, announced a $200 million seed round| Bloomberg: |
Sources: Nvidia faced pressure to boost its 25% residual value support backstop on a planned $500B AI financing vehicle with asset managers before Huang's exit — Before Nvidia Corp. was thrown into turmoil by the ouster of longtime chief executive Jensen Huang, a major initiative … | Bloomberg: |
Sources: SpaceX and Tesla are progressing in their merger negotiations and could announce a deal as soon as in December or early 2027, but obstacles remain — SpaceX and Tesla Inc. are progressing in their merger negotiations, setting the stage for a combination that could redefine the limits of global dealmaking.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
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| Olivia Carville / Bloomberg: |
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| Jordan Novet / CNBC: |