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.
Microsoft / Copilot
All topicsMicrosoft's AI plans: the Copilot family, Azure AI infrastructure and its partnership with OpenAI.
29selectedRelated topicsOpenAI / ChatGPTAI codingProduct updates
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1–20 of 29Nov 14
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.
Nov 11
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.
Nov 10
Anthropic kicks off IPO roadshow, offering shares at $70 to $78 and targeting a trillion-dollar valuation
Anthropic is kicking off its IPO roadshow, targeting a valuation of up to $1.02 trillion. Beyond the public offering of up to $64.4 billion, the company is securing $26 billion through a private placement with Google, Nvidia, Microsoft, and other major tech firms as anchor investors.
Anthropic sets IPO price range of $70 to $78 per share to reach an implied valuation of $1.404 trillion
The company could end up being worth a hefty $1.404 trillion if its shares list at the top of the price range, on a fully diluted basis.
Oct 31
Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
Oct 27
Anthropic opens its books for Wall Street, showing record revenue and mounting obligations
Anthropic is the first major AI lab to file an S-1 with the SEC, planning to list on the Nasdaq under the ticker "ANT." The numbers are strong, with $11.6 billion in quarterly revenue, a first-ever operating profit, and existing customers spending nine times more year over year. But the company also carries roughly $800 billion in long-term compute commitments.
Five weird details from Anthropic’s IPO filing
Anthropic has finally filed its S-1 prospectus with the SEC, a document designed to give investors a look under the hood of its business, from how much its executives are making and plans for spending its IPO billions to the risks that could derail its ambitions.
Oct 23
Turning Database Grading into RL Rewards: Post-Training Agents with ThinkingBox
This is the follow up to our first blog post, The Agent Said It Was Done. The Database Disagreed. ThinkingBox-Training is now available on GitHub . We built ThinkingBox to evaluate an agent's work by comparing the final database state with the expected outcome.
Oct 22
Solving a 31-year-old grand challenge in mathematics – the KLS conjecture
For decades, a fundamental question about the difficulty of computing in high-dimensional spaces has resisted proof. New research resolves this question, removing a major theoretical obstacle to understanding the efficiency of randomized algorithms used across science and computing. The Kannan–Lovász–Simonovits (KLS) conjecture was proposed in 1995.
Oct 16
Proof-based general-purpose computing with Magnetar
Zero-knowledge proofs can verify computing results without rerunning workloads or exposing sensitive data. Magnetar helps bring them into the mainstream with support for standard programming languages, major speed gains, and quantum-resistant security.
Be There for the Beginning: Celebrate the Launch of NVIDIA RTX Spark
A new beginning for Windows PCs starts tomorrow with the launch of NVIDIA RTX Spark — one PC built for creators, gamers and AI agents. All are invited to celebrate with NVIDIA and partners at launch events around the world. Share Your Spark Every PC has a story.
Oct 13
All Systems Go: Global PC App Ecosystem Ready for NVIDIA RTX Spark
NVIDIA RTX Spark is a new beginning for the PC — a reinvention combining the capabilities of a gaming PC, a creative studio and a personal AI supercomputer into a single superchip.
Oct 12
OCP Global Summit: Amid Ecosystem Adoption, NVIDIA Opens Vera Rubin Architecture to Help Scale AI Factories Worldwide
As AI factories grow from megawatts to gigawatts, building them takes more than advanced computing. Open standards are helping the industry scale AI infrastructure faster, more efficiently and more reliably.
Oct 8
[AINews] Claude Haiku 5.5 — better than GPT-6 Luna at the same pricing
Anthropic shipped Claude Haiku 5.5, its first Haiku-tier update in about a year. It is priced to match OpenAI’s GPT-6 Luna, and Anthropic cut prices on Sonnet 5.5 and its subscription plans the same day.
NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs With RTX Spark and AI Agents
At a Microsoft event in San Francisco on Wednesday, NVIDIA founder and CEO Jensen Huang and Microsoft CEO Satya Nadella outlined how NVIDIA and Microsoft are co-engineering hardware and software for AI agents to run on Windows PCs. NVIDIA was founded because of Windows, Huang said. Now AI agents are coming to Windows.
Agent Lightning v1.0: A 3,500-Line Lightweight Agentic RL Framework for Training Agents with Real Harnesses
Training AI agents with reinforcement learning can be challenging because their tools, context, and decision-making are managed by complex frameworks. Agent Lightning connects existing agents to RL training, making it easier to improve them without rebuilding them.
Oct 4
The Agent Said It Was Done. The Database Disagreed.
Microsoft ThinkingBox grades AI agents on the records they leave behind, not the sentences they generate, and then asks whether they can do it twenty times in a row. It is now available through Hugging Face.
Oct 1
OpenAI says it stopped a campaign to steal its models' reasoning, but the trick still worked on Azure
OpenAI says it stopped a coordinated campaign in which more than 15,000 accounts tried to copy the hidden reasoning of its models. The company ties part of the activity to people connected to Moonshot AI. But researchers found that the same attack kept working on Microsoft Azure for weeks, even against the new GPT-6 Astra.
Sep 30
Bring near-Astra intelligence to everyday work with GPT-6.1 Sol on Amazon Bedrock
GPT-6.1 Sol is now generally available on Amazon Bedrock, bringing stronger reasoning to coding, computer use, and professional workloads that run frequently.