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Nvidia's board accepted Huang's resignation after an investigation into his personal relationships widened into a national-security story involving an alleged Chinese intelligence asset. CFO Colette Kress, with the company since 2013, becomes interim CEO while retaining the CFO role as the board searches internally and externally for a permanent successor. The stock opened down roughly 12 percent, capping a week that has erased more than 600 billion dollars in market value.
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Bloomberg reports the order book for what could be the largest first-time share sale ever is about six times covered, with bankers now weighing a price above the 70-to-78-dollar range. Anthropic and selling shareholders are targeting as much as 64.4 billion dollars in the IPO plus a 26 billion dollar private placement from AMD, Broadcom, Google, Micron, Microsoft, Nvidia and TSMC. Pricing is expected around November 18, with shares set to trade on Nasdaq under "ANT" on November 19.
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CNBC reports OpenAI closed a 15 billion dollar round today at 1.25 trillion, down from an initial target of 30 billion at 1.4 trillion. The company pulled in about 10 billion dollars in Q3 revenue, nearly 50 percent above the prior quarter, against roughly 10.9 billion in quarterly operating losses. Sources describe it as an opportunistic bridge to a 2027 IPO — landing one week before Anthropic lists.
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Anthropic reports that Claude Mythos wrote or ported close to 100 percent of the low-level kernels needed to run Claude on AMD Instinct MI355X hardware, with almost no human intervention. A migration that historically took six to twelve months took about three days. Anthropic now treats Trainium, TPUs, Nvidia and AMD as a fungible compute pool — which is a direct shot at the CUDA moat.
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AWS Emulator landed on GitHub under CC0, built from more than 400 API models covering over 200 services, so developers and coding agents can test without a network or a bill. AWS says autonomous agents running on Bedrock AgentCore wrote every line, generated the tests, filed the bugs and submitted all 29,684 commits — with human engineers writing zero implementation code and reviewing zero pull requests. The first commit was three weeks ago.
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Gemini Robotics 2.5 is rolling out to partners including Boston Dynamics, Apptronik and Agile Robots, posting 30-to-100 percent success rates across 200-plus tasks and running 20 to 30 percent faster than the prior baseline. DeepMind paired it with an open ASIMOV-Jailbreak safety benchmark, timed to the CoRL robotics conference in Austin. AlphaGenome 2 predicts how DNA sequences and their variants affect human cell types, now including DNA methylation.
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Effective today, Anthropic's supported-regions policy bars users in unsupported regions, companies registered or headquartered there, and any entity directly or indirectly controlled by individuals or institutions from those regions — covering mainland China, Hong Kong, Macau and Russia. It applies across Claude.ai, Claude Code, Cowork, the API, and models distributed through cloud partners. Worth noting: the supported-region list itself is unchanged since May, so this is loophole-closing on ownership, not new geography.
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OpenAI confirmed to lawmakers this week that it supports a bipartisan push to block China's access to advanced AI accelerators and curb its access to chipmaking equipment. It is a notable position for a lab that has otherwise lobbied against heavy-handed regulation. The timing, hours after the Nvidia espionage story, is hard to ignore.
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United updated its booking and ticketing policies to prohibit unauthorized third-party personal AI assistants, both on its own platforms and indirectly through agencies and aggregators. The airline cites credential-sharing risk, unintended purchases and MileagePlus exposure, plus federal rules requiring a human to acknowledge baggage restrictions at check-in. CEO Scott Kirby was blunter — he doesn't want another middleman. Kayak, Hopper and Google Flights still work.
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Naver signed a two-trillion-won computing services contract with an unnamed US AI inference company, its first anchor tenant for the AI Factory it's building with Brookfield and Nvidia. The deal covers roughly 20 megawatts over four to five years on a mix of Nvidia B300 and Vera Rubin silicon. Operations start at 55 megawatts in the first half of 2027, scaling to 200 megawatts by 2028, with talks underway with more than ten additional customers.
