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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2 todayNov 16
Anthropic's Claude Fable 5.2 doesn't generate images, it paints them
Anthropic's Claude Fable 5.2 doesn't generate images the way other AI models do. Instead of computing pixels, the language model writes Python code that places hundreds of thousands of simulated brushstrokes on a virtual canvas, complete with bristle texture and paint application. A single photorealistic parking garage scene took roughly 700,000 strokes, according to Anthropic employee Jake Eaton.
Nov 15
Anthropic says outdated prompting habits are slowing down Claude Opus 5.5
Anthropic has made Claude Opus 5.5 the default model on all paid plans and published a guide that does away with old prompting habits. The main takeaway is to drop "think hard" and start at Medium effort.
Gemini 4 Carbon takes the MathArena crown but costs 15 times more than GPT-6.1 Sol
For the first time in a while, no OpenAI model leads the MathArena AI math benchmark. Google's Gemini 4 Carbon and Anthropic's Fable 5.2 have knocked GPT-6.1 Sol from the top, though both cost significantly more. Gemini ignored the time limit in testing and almost never gave up on a task.
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
The OpenAI board member who fired Sam Altman says we still can’t trust AI CEOs
Today, I’m talking with Helen Toner, the executive director of the Center for Security and Emerging Technology at Georgetown University. This episode is part two of our series on AI in real life.
Anthropic can already retrain Mythos with "a fraction of the compute originally needed," says former researcher Coxon
Former OpenAI and Anthropic researcher Jacob Coxon points to a slide from Anthropic's IPO roadshow as a reason he left, saying it shows the company's algorithms are improving not just quickly but at an accelerating rate. Coxon continues to call for a pause on frontier model development so competitors can catch up and human-level AI can become a commodity.
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.
Anthropic's Claude for Manufacturing plugs AI directly into factory software to automate industrial workflows
Anthropic's new Claude for Manufacturing plugin connects the AI directly to Autodesk Fusion, Oracle NetSuite, and Infor. Its 17 specialized skills let the AI draft quotes, compare suppliers, and place backup orders when deliveries are delayed, all after human approval. The plugin doesn't control physical machines yet, but Anthropic is separately developing the Model Hardware Standard for that.
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.
XYBench: Helping with the problem behind the question
We’re releasing XYBench, a benchmark of 8K+ questions that tests how AI assistants respond to requests based on misconceptions, such as asking how to thicken frosting that keeps sliding off cupcakes when the real problem is that the cupcakes are still too warm to frost. XYBench won the Best Resource Paper Award at EMNLP 2026.
Cost attribution and controls for AI developer and productivity tools on Amazon Bedrock
Amazon Bedrock provides built-in, zero-instrumentation cost attribution that traces every inference call back to the IAM principal that made it. This post shows how to attribute per-user Bedrock costs for AI developer and productivity tools using IAM Identity Center, session tags, and CUR 2.0, and how to enforce per-user usage limits.
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.
Nov 13
Claude’s Duet agent is a little neurotic and surprisingly helpful
Normally, the products I test don't offer to help me write up my experience with them. Duet is different. Claude Duet is Anthropic's AI agent for consumers, the latest attempt by an AI company to try to convince us that agents can be useful for people who don't write code.
[AINews] Jensen Huang resigns after 33 years leading NVIDIA
Colette Kress takes over as interim CEO. What happens to open source/American AI leadership?
Build once, run on any agent: A practical guide to agent skills
Agent skills capture repeatable engineering work in files teams can review and reuse, while tools, project context, and permissions remain specific to the host that runs them.
Claude Meetings lets Anthropic's AI join your video calls
Anthropic is adding Claude directly to video calls. Claude Meetings joins Google Meet sessions and creates documents, whiteboards, and meeting notes in real time. The feature launches in beta for Team and Enterprise plans, with more platforms coming later.
Four Amazon Bedrock inference choices that affect cost
Your Amazon Bedrock inference bill can keep climbing even after you tune prompts and application logic. Four request-level choices (cache duration, service tier, reasoning effort, and maxTokens) change how many tokens the service processes and the rate applied. We show how we tested each and how to verify the effect.
Building a self-service LLM gateway with Amazon Bedrock and LiteLLM
Build a self-service LLM gateway with LiteLLM on AWS Fargate that puts Amazon Bedrock foundation models behind an OpenAI-compatible API. Developers get instant access through a single API key, while platform teams gain per-user cost controls, quota isolation, and observability.
Five ways Jensen Huang’s ouster from Nvidia could damage the AI industry
Nvidia's ousted CEO Jensen Huang's downfall isn’t just your run-of-the-mill salacious billionaire sex scandal. He was using his influence to push the AI industry in some very specific ways.
Jensen Huang’s exit puts Nvidia’s support for open source in question
Jensen Huang’s resignation raises questions about Nvidia’s commitment to open source AI, including its Hugging Face acquisition, open-weight models, and advocacy against restrictions, as the company navigates a leadership transition.
Nov 12
Jensen Huang resigns as Nvidia CEO after espionage scandal wipes out $1.4 trillion in market value
Jensen Huang resigned as CEO, president, and board member of Nvidia effective immediately, according to a statement on November 12, 2026.
ICYMI: What landed for AI builders in October 2026
A recap of the major Amazon Bedrock, Amazon Bedrock AgentCore, and Strands updates from October 2026: new models to match each task, updates that keep agents available and grounded, and clearer cost reporting for AI builders.
US corporate AI spending hits a new high in October, but growth slows to 1.65 percent
According to the Ramp AI Index, US corporate AI spending rose just 1.65 percent in October 2026. One percent of companies still drive 80 percent of revenue for OpenAI and Anthropic. Customer support is emerging as a new growth driver, but it may bring lower margins than the coding business that has fueled spending so far.
How DXC Technology built a multi-model AI substrate on Amazon Bedrock
DXC Technology runs mission-critical managed IT services for regulated organizations across 70 countries. Learn how DXC built DCX OASIS, its Human+AI operating model, on a governed multi-model substrate in Amazon Bedrock, separating a resilient model substrate from a trusted harness that orchestrates, governs, and audits AI agents at scale.
Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI
Latest example of the AI boom’s circular financing comes as AI trade wobbles.
Anthropic's IPO roadshow video
Anthropic's IPO roadshow video Anthropic kicked off their IPO roadshow yesterday, and their roadshow video has some previously unreleased information about how their business works. The section on "Approach to compute" with co-founder Tom Brown is particularly interesting, describing how Anthropic train and serve Claude across AWS Trainium, Google TPUs, NVIDIA GPUs, and AMD GPUs.
OpenAI’s quarterly revenue reportedly crosses $10B for the first time
Sales of $10 billion represents an almost 50% jump from revenue of $6.7 billion the company recorded in the second quarter.
Nov 11
Enterprise sales push OpenAI's quarterly revenue to $10 billion, though it still trails Anthropic
OpenAI grew its quarterly revenue 50 percent to $10 billion but is still burning more cash than it brings in. Adjusted operating losses climbed to $10.9 billion, while rival Anthropic operates far more efficiently on $17 billion in revenue. To close the gap, OpenAI is now fueling a price war for enterprise customers.
US data brokers are selling half a billion dollars in RL training environments to Chinese AI labs
US data brokers like Mercor, Surge AI, and AfterQuery are selling roughly half a billion dollars' worth of AI training data to Chinese labs, according to a ChinaTalk investigation. That includes the same RL environments previously built for OpenAI or Anthropic. At least nine firms are involved, and export controls barely apply.
Anthropic says AI is eroding Nvidia's CUDA lead, cutting an AMD chip switch from months to three days
Anthropic claims it used AI itself to breach Nvidia's CUDA moat. The company's in-house model Mythos reportedly ported Claude to AMD GPUs in just three days, with almost no human intervention. Anthropic now runs Claude on four chip families and aims to cut costs and reduce vendor dependencies.
Build a daily dependency watcher with LangGraph and Amazon Bedrock AgentCore web search
The Web Search API in Amazon Bedrock AgentCore gives agents current, cited web results signed with the AWS credentials they already use. In this post, build a daily dependency watcher as a LangGraph graph that researches package ecosystems in parallel, keeps its rules in code, and checks every finding against its cited sources.
Lazare, veni foras: Reprogramming Dormant Neurons to Backdoor AI Agents
Microsoft researchers have discovered “Lazarus,” a backdoor technique that can reprogram dormant neurons in an AI model, causing an otherwise normal AI agent to execute malicious commands when a hidden trigger appears. The threat is especially serious for AI agents with tool or terminal access.
Anthropic turns Claude into a full workspace with Plugins, spreadsheets, whiteboards, and soon Meeting notes
Anthropic is expanding Claude with Sheets, Whiteboards, and Interactive Connectors, letting partners like Adobe and Atlassian embed their apps directly inside Claude. Anthropic says Claude Meetings, which can join calls and take notes, is coming soon. Step by step, Anthropic is turning Claude into a central work platform for teams that brings many other apps together in one place.
All 7 Anthropic founders will each cash out about $250M in IPO
Each of the seven co-founders plans to sell exactly the same number of shares in the IPO, which would bring each of them about $250 million in cash at the midpoint of the price range while leaving the group in control of the company.
OpenAI, Anthropic face new oversight as New York’s AI safety law takes effect
New York is preparing to enforce its sweeping AI safety law, requiring major developers like OpenAI and Anthropic to register, disclose safety practices, and report critical incidents or face fines.
Anthropic has its own AI-powered office suite now
For years, Anthropic has been known for its focus on enterprise and coding tools that attract high-flying corporate clients, inspiring competing frontier labs - like OpenAI, SpaceXSI, and Meta - to copy its strategies. Earlier this year, Claude Code went through its own particular hype cycle.
Anthropic launches Claude Meetings to turn workplace discussions into plans and tasks
As participants talk, Claude can draft the plan being discussed, map out a timeline on a whiteboard, answer questions in the meeting chat, and access connected work apps to retrieve information, such as last year's figures.
PSI is trying to make a business out of AI-driven scientific discovery
PSI used an unreleased Anthropic model to answer a fundamental question about quantum computing that scientists have pursued for nearly two decades.
The US is winning the AI race. Jensen Huang could have blown it
As espionage targets go, Jensen Huang is perhaps one of the least surprising on Earth. The Nvidia CEO runs one of the world's most valuable companies, controls the in-demand technology fueling the AI boom, and is cozy with presidents, CEOs, and all manner of important people. He also wears a cool leather jacket.