| 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.’| Stephen Witt / New York Times: |
Jensen Huang's biographer says Nvidia had a culture of omertà and deference toward Huang, who was quite arrogant, that enabled him to “be his worst self” — We live in the age of artificial intelligence — an age that Jensen Huang, perhaps more than any other single person, has made possible.| Bloomberg: |
| New York Times: |
| Bruce Gil / Gizmodo: |
Microsoft says Microsoft 365 availability is improving as the outage stretches into a second day, disrupting governments, hospitals, and businesses globally — The tech giant is racing to fully restore Outlook, Teams, and other Microsoft 365 services following a widespread outage.| CNN: |
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 … | CNBC: |
Scott Bessent says the departments of Treasury, Defense, and State were in favor of putting Megaspeed on the entity list for months, but Commerce is in charge — Treasury Secretary Scott Bessent on Friday said his department and others in the Trump administration have long supported slapping restrictions … | New York Times: |
Some investors and founders say they lost an ally in Jensen Huang; Nvidia held $48B in 229 private companies as of July and offered $165B in cloud backstops — Mr. Huang championed start-ups, with Nvidia holding $48 billion worth of stakes in 229 private companies, including OpenAI and Anthropic, at the end of July.| Jasper Goodman / Politico: |
| New York Times: |
| 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.| 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 … | 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.| New York Times: |
Wall Street fears Jensen Huang's ouster will slow Nvidia's AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit — The ousted Nvidia chief executive was the consummate dealmaker leading the trillion-dollar A.I. build out.| Wen Shao / Fortune: |
OpenAI disbands its standalone robotics team, moving its staff to research and Applied units, saying models like GPT-6 Astra can be directly applied to robotics — OpenAI has disbanded its stand-alone robotics team, moving its researchers onto other teams. — The company confirmed the reorganization when asked about it by Fortune.| 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 … | 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 … | 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 … | Sarah Perez / TechCrunch: |
Meta launches an outbound calling feature for Muse, such as to businesses, available for paid US subscribers; Gemini and startup Instinct offer a similar option — After initially testing the feature in September, Meta's consumer AI agent Muse is now able to place calls to U.S. businesses on behalf of its users.| Allison Johnson / The Verge: |
Claude Duet review: user-friendly, sends a helpful morning brief, and spots scheduling conflicts, but can feel like a neurotic personal assistant that nags — Normally, the products I test don't offer to help me write up my experience with them. Duet is different.| Sankalp Phartiyal / Bloomberg: |
Paytm gets tentative approval to revive its digital wallet, which effectively died after India's central bank canceled Paytm Payments Bank's license in April — Paytm has received a tentative approval from India's central bank to operate its digital wallet, a move that will help the payments firm revive a high-margin revenue engine.
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: |
| CJ Fairfield / CRN: |
| Will DePue / Unemployment Labs: |
| Myles Miller / Bloomberg: |
| @artificialanlys: |
| Jordan Novet / CNBC: |