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#Industry

1 today

Nov 16

MondayToday1 items

Nov 15

Sunday

  1. 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.

  2. 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.

  4. 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.

Nov 14

Saturday

  1. 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.

  12. 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.

Nov 13

Friday

  2. 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.

  9. 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.”

  13. 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.