Is bad news for Jensen Huang also bad news for the AI industry?
"Jensen is Nvidia, right? And so much of this economy is riding on Nvidia."
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All AI news
2 todayNov 16
Congress wants to tighten export rules on AI chips after Nvidia spy scandal
Unsurprisingly, following the scandal involving now-former Nvidia CEO Jensen Huang and a suspected Chinese spy, Congress is looking to further restrict exports of AI chips. Both Democrats and Republicans have voiced support for various measures and bills that would tighten rules and have demanded that Huang and other Nvidia leaders testify before Congress.
Nov 15
An overview of Jensen Huang’s messy days
This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on Jensen Huang's resignation and the fallout from Nvidia's leadership crisis, follow Terrence O'Brien. The Stepback arrives in our subscribers' inboxes on Sunday at 8AM ET. Opt in for The Stepback here.
Australia's central bank finds AI hitting young workers first, especially in software and customer service
Australia's central bank sees early signs that AI is hitting young entry-level workers in highly exposed jobs like software development and customer service. Since ChatGPT launched, job postings and employment among 15- to 24-year-olds in those fields have dropped more sharply than among older workers.
Firm linked to Jensen Huang's ex-lover reportedly brokered nearly $12 billion in Nvidia chip orders for China
Megaspeed, the firm owned by ousted Nvidia CEO Jensen Huang's former lover Alice Huang, arranged nearly $12 billion in Nvidia chip orders for Chinese companies between 2024 and 2025, according to the WSJ. Short seller Culper Research estimates Nvidia's actual China revenue share exceeds 20 percent, far above the officially reported 7 percent.
Elon Musk, other tech execs sign petition calling on Nvidia to reinstate Jensen Huang
The petition had attracted more than 115,000 signatures as of Saturday afternoon.
Anthropic CEO Amodei admits "there's a huge uncertainty in what's going to happen next year" days before a record IPO
Days before what could be the largest IPO in history, Anthropic CEO Dario Amodei called buying compute 'the deepest business dilemma' his company faces. Anthropic's commitments now total nearly $901 billion, and it's still far from clear whether future revenue will justify those costs. The planned IPO is largely meant to serve as a financial buffer against that uncertainty.
Asian governments react to Nvidia CEO Jensen Huang’s exit
Some governments moved to confirm chip supply commitments, while others are monitoring the impact on local projects or addressing ongoing investigations.
The AI graveyard: a running list of projects and startups that didn’t make it
From Apple's repeatedly delayed Siri AI to OpenAI's messy "super app" launch, here's a look at the AI projects that shut down or missed expectations.
Nov 14
OpenAI reassigns robotics researchers to other teams as general-purpose models might make specialized robotics AI unnecessary
OpenAI is dissolving its standalone robotics team for the second time, but not because it lacks data. General-purpose models like GPT-6 Astra can apparently control robots directly, making a dedicated unit unnecessary. The researchers are being redistributed across other teams in what the company frames as a way to accelerate its robotics efforts.
Jensen Huang and the decline of the visionary showman founder CEO
On January 6th, 2025, Nvidia CEO Jensen Huang got his rockstar moment at last.
[AINews] The No AI Slop Manifesto
AIE speakers unite to lay out how to fight slop.
Shield helps technicians hand off legacy portal work with OpenAI
Shield uses OpenAI to help IT technicians hand off work in legacy portals. Its Forge agents navigate systems so technicians can focus on issues needing their judgment.
Amazon has a plan to index the world’s online shopping data
Amazon has plans to build a vault of data on every product sold anywhere on the internet, even products Amazon doesn't sell, and make the information available through its own site, according to Reuters.
FAA expands AI advice to manage air traffic congestion across entire US airspace
Airlines praised the AI tool, but the air traffic controllers’ union wasn’t involved.
Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say
Nvidia poured tens of billions into AI startups under Huang. Without him at the helm, founders and VCs are bracing for smaller checks and lower valuations.
Jensen Huang's ouster likely traces back to Nvidia's risky business practices more than his personal life
Jensen Huang likely left Nvidia more because of risky business practices than anything else, a Wall Street Journal report suggests. At the very least, those practices made him enemies internally. The company offered cloud providers billions in financial guarantees for chip purchases, including a planned $250 billion deal with OpenAI.
AI agent startup LangChain hits $3B valuation
LangChain now claims 7,000 customers of its model and platform agnostic agent management tool LangSmith.
Banks bar Chinese and Hong Kong investors from Anthropic IPO over US export controls
Chinese investors are shut out of Anthropic's IPO, Bloomberg reports. Banks are rejecting buy orders from mainland China and Hong Kong, citing U.S. export control rules known as ITAR. Similar restrictions applied during SpaceX's IPO, and Anthropic's products aren't available in either region anyway.
Export-banned Nvidia chips are behind China’s most powerful AI models — uh-oh, Jensen!
New research shows the most advanced AI models from China were trained on banned Nvidia chips.
Anthropic's IPO is six times oversubscribed and on track to become the largest public offering in history
Anthropic is on track for the largest IPO ever, with orders exceeding available shares by a factor of six.
Former OpenAI researcher says he found Nvidia Blackwell fingerprints hidden inside six Chinese AI models
Former OpenAI researcher Will DePue says he has produced the first technical evidence that DeepSeek, Moonshot AI, MiniMax, and Ant Group are using Nvidia's latest Blackwell GPUs despite US export controls. His forensic method reads characteristic chip signatures directly from published model weights. He estimates the hardware behind the five training runs cost more than half a billion dollars.
Nearly 70 percent of US agencies use generative AI, and unions are finally catching up with guardrails
US public-sector unions are increasingly pushing through protections against AI surveillance and automated firings. In Oakland, a strike vote forced retraining programs instead of layoffs, and a transport union in Ohio won veto power over autonomous vehicles. California banned so-called bossware. All of this is happening while nearly 70 percent of US government agencies already use generative AI.
The unfolding Jensen Huang scandal: a timeline
Jensen Huang has resigned from Nvidia following an affair, which could have ramifications for national security as the U.S. and China race to develop the most advanced AI infrastructure.
Nov 13
How AI Is Helping Care Teams Get Patients the Right Care, Sooner
From pediatric research to smart hospitals, AI is helping care teams spend less time on routine tasks and more time with patients. Health systems and startups are putting it to work across healthcare, from matching patients to clinical trials to supporting radiologists, hospital teams and patients at home.
Let’s talk about Jensen Huang’s many affairs!
Usually, we'd be offering to answer your questions about a news event, but honestly we don't really have any answers about what the hell is going on over at Nvidia. I can't speak for Nilay but at the rate Jensen Huang's new mistresses are dropping, I am concerned we are approaching an affair Singularity.
What’s really at stake in the Jensen Huang saga
One part of the saga surrounding Nvidia CEO Jensen Huang ended on Thursday, when Huang resigned from his position at the top of AI's most important company. But in the coming weeks and months, a much bigger story may be about to unfold.
Israel’s VCs see opportunity for challengers in Nvidia’s turmoil
Given Nvidia’s stronghold on AI and its importance in Israel, many in the country's startup ecosystem are worried about the impact of his departure.
AI Ambition: ArtCraft Cloned Photoshop and Now Wants to "Rebuild Everything"
ArtCraft used AI to rewrite Photoshop as open source software. For CEO Brandon Thomas, the vision is even bigger: to take back the internet!
[AINews] Jensen Huang resigns after 33 years leading NVIDIA
Colette Kress takes over as interim CEO. What happens to open source/American AI leadership?
FAA expands AI advice to manage air traffic congestion across entire US airspace
Airlines praised the AI tool, but the air traffic controllers’ union wasn’t involved.
Democrats launch Nvidia investigation, write scathing letter on Huang’s ‘scheme’ with Trump
This Congressional investigation into Nvidia's China sales and its dealings with Trump is the second one, so far, since news of the alleged spy affair broke.
Ars Live: What drone attacks on data centers mean for modern life in the cloud
A livestream Ars discussion is happening on November 17 at 1 pm Eastern Time.
Nvidia privately confirmed it could track chips to fight smuggling, even as industry publicly questioned feasibility
Representatives from Nvidia told Illinois representative Bill Foster that it would be technically possible to implement the anti-smuggling measures called for in the Chip Security Act, Foster told MIT Technology Review in an interview on Thursday, even while an industry group claimed they were “potentially infeasible.”
Nebius tests the neocloud playbook with $40 billion in planned spending
Nebius plans to fund its $40 billion AI infrastructure expansion through customer prepayments and loans, even as delays at a Microsoft data center raise questions about its financing model.
Google faces calls for AI moratoriums in schools after Gemini pilot backlash
Families confront Google after teen’s lawsuit labels Gemini a “suicide coach.”
Jensen Huang is out. What did China want from him?
Today, we’re talking about the Jensen Huang scandal at Nvidia, which is developing so quickly that we had to do an emergency update of this intro minutes before publishing this episode.
More game developers are starting to use generative AI
More video game developers are using generative AI tools in their jobs compared to last year, according to the GDC Festival of Gaming's latest annual industry survey. Forty percent of developers surveyed say they use it "as part of their job," an increase from 36 percent in 2025.
AI chatbots are recommending fake retail websites, study finds
Shoppers using AI chatbots to research products or find places to buy items could be directed to imposters and other risky websites, a new study found.
The Jensen Huang scandal is hardly over
I was certain, until the story of Jensen Huang's second affair hit, that Huang was bulletproof. After all, why wouldn't he be? He's placed himself indispensably at the center of the AI industry and famously had no succession plan at Nvidia. In fact, he's the only CEO Nvidia has ever had. L'état c'est moi.