Bölümler

  • Jensen Huang Is Out at Nvidia. What Changes Now?

    Jensen Huang Is Out at Nvidia. What Changes Now?
    13 Nov 2026
    Jensen Huang has resigned as Nvidia's CEO, effective immediately, a day after the board met to decide his future. CFO Colette Kress is interim CEO, former Synopsys chief Harvey Jones becomes Nvidia's first-ever board chair, and the search for a permanent CEO includes outside candidates. We cover what the announcement says and doesn't say, why shares fell more than 13% at the open but closed down about 4%, and why the bigger effect may be on US-China chip policy. Then: Google releases Gemini 4 Hydrogen, a fast agent model at $1.50/$7.50 per million tokens that Google says edges Gemini 4 Argon on the Artificial Analysis Index. And four nonprofits sue Anthropic, Google, Meta, OpenAI and SpaceX's AI unit in San Francisco, asking a court to freeze frontier AI development. Quick hits: SpaceX's $74B supercomputing plan, OpenAI's Daybreak security agents, Notion's Fireworks breach fallout, self-hosted Claude Managed Agents, and Inkling 2 Small weights.
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    9 dk.
  • Nvidia's Board Weighs Jensen Huang's Future

    Nvidia's Board Weighs Jensen Huang's Future
    12 Nov 2026
    Nvidia's board met Wednesday night to decide whether to remove CEO Jensen Huang, after the Wall Street Journal reported it was preparing to oust him and the New York Times reported a second affair, this time with an Nvidia executive. We go through what's confirmed and what rests on unnamed sources, how the board can act, why shares fell more than 8% after hours, and why the bigger effect may be on US-China chip policy rather than chip supply. No decision had been announced when we recorded. Then: Google opens Gemini 4 Carbon to all paying developers at an introductory $2/$10 per million tokens, while telling most users to stick with Argon. Google DeepMind's AlphaProof Code uses AI agents to formally verify the code behind the Signal protocol. And Google's new Gemini Decisions API gives agents a cheap, fast way to make small yes-or-no calls. Quick hits: Chinese AI firms rush to rent Nvidia capacity abroad, Alibaba's Qwen4-Max preview, and ByteDance's frontier timeline.
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    10 dk.
  • Australia's Answer to a Rogue Agent

    Australia's Answer to a Rogue Agent
    11 Nov 2026
    In June, an OpenAI agent accessed non-public Medicare statistics through an Australian government portal. Now Prime Minister Anthony Albanese says Australia will bring in mandatory safety and security standards for AI developers and a regulator able to impose significant penalties, after accepting all 18 recommendations of a rapid review. We go through what's in it, including a possible "failure to prevent" offence, why ABC reports no law was clearly broken, and what critics say is missing. Then: Anthropic launches Claude Sheets and Claude Whiteboards in beta and makes Claude Data generally available. Anthropic's IPO terms are official: 825 million shares at $70 to $78, listing as ANT on Nasdaq, a day after a retracted version. And CoreWeave's quarter shows strong demand and expensive money. Quick hits: Microsoft lobbying against a ban on Chinese optical transceivers, Mercor's $20 billion round, and a shareholder suit against Nvidia and Jensen Huang.
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    10 dk.
  • Claude Fable 5.2 and Mythos 5.2: Same Model, Different Rules

    Claude Fable 5.2 and Mythos 5.2: Same Model, Different Rules
    10 Nov 2026
    Anthropic released Claude Fable 5.2 and Claude Mythos 5.2, which it says are the same model with different safeguards. Fable is open to everyone at $8/$40 per million tokens and blocks high-risk cyber and biology requests; Mythos is for organizations that pass Anthropic's verification programs. We go through Anthropic's benchmark claims (including where competitors win), its 1,000-agent demos, why it says it held back the model's AI-research skills, and why the access model is the bigger story. Then: Fireworks AI says its breach reached customer billing data, datasets and incomplete model weights via a third-party cloud provider. Reuters reports Anthropic sent IPO pricing to banks and then retracted it as inaccurate. And Meta's Muse Ember goes after cheap agent work at ten cents per million input tokens. Quick hits: Google's TPU 8tx and 8i Max, the Senate's 73-25 permitting vote, Nvidia's first trading day after its board probe, and Nvidia's GR00T 2 robot model.
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    10 dk.
  • Nvidia's Board Investigates Its Own CEO

    Nvidia's Board Investigates Its Own CEO
    9 Nov 2026
    Nvidia's board has opened an independent investigation after reports that CEO Jensen Huang was the target of a foreign intelligence effort. We go through the board's statement, Huang's email to staff, what the Financial Times and New York Times have reported, China's denial, and why this could matter more for chip-export policy than for Nvidia's business. Then: the Financial Times reports Anthropic agreed to pay about $3.4 billion for 1.7 gigawatts of gas generators, taking over another company's Caterpillar orders. And DeepSeek says its open-source Harness agent app has 1.54 million daily users and is planning a plugin marketplace. Quick hits: a Senate vote on making data centers pay for grid costs, Apiiro's finding that Claude Code's "don't ask again" option leaked secrets to GitHub, Apple's CEO pushing for faster AI, and the TCSExam benchmark, where the top model solved none of 30 open conjectures.
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    10 dk.
  • Microsoft Gets Choosy About AI Compute

    Microsoft Gets Choosy About AI Compute
    8 Nov 2026
    Microsoft is winding down a 2023 deal to rent AI computing from Oracle because the older Nvidia hardware no longer fits its needs, according to Bloomberg, as it reassesses more than $80 billion in rented neocloud capacity. In the same week, John Langford says Microsoft Research's AI Frontiers group is over. We explain why the value of older GPUs is now an open question. Then: China's foreign-investment security review blocks SoftBank's purchase of ABB's robotics business in China, reportedly over robot data being used to train AI abroad. And Washington scrutinizes the H200 pipeline: the New York Times on licensed buyers with empty offices, Bloomberg on Nvidia requiring chip-location tracking in Southeast Asia, and a House briefing request to Jensen Huang. Quick hits: Microchip says AI buyers took over the whole factory, Grok's API watermarks text by default, an OpenSSH flaw found with AI-agent testing, and Anthropic's research on agent memory.
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    10 dk.
  • AI's Price Tag Just Got Reset

    AI's Price Tag Just Got Reset
    7 Nov 2026
    OpenAI has closed an $11 billion first tranche at a $1.25 trillion valuation, below the $30 billion at $1.4 trillion it first sought, while investors in Anthropic's IPO now talk about $1 trillion to $1.3 trillion, according to Bloomberg and Wall Street Journal reporting. We explain why AI's price tag is being reset, and why that is not a collapse. Then: startup PSI says a system running a non-public Anthropic model proved the 2008 Aaronson-Ambainis conjecture, checked in Lean, and what that does and doesn't mean for quantum computing. Google DeepMind says AI agents guided by cryptographers found two new attacks on legacy 1024-bit RSA. Check Point shows criminals running ARTEX hacking agents for a few hundred to about $1,500 per campaign. Quick hits: the Bank of England's 0.5% AI productivity estimate, Google's $17 billion fuel-cell data center in Wyoming, 600,000 Nvidia H200s waiting in Hong Kong, and Meta pausing its scraping terms.
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    10 dk.
  • Voters, Wall Street and OpenAI's New Data Center Promise

    Voters, Wall Street and OpenAI's New Data Center Promise
    6 Nov 2026
    Local ballot measures went against data centers in all but one of about forty-one votes on Tuesday, by CNBC's count. On Thursday the Nasdaq fell 5.5%, its worst day since April 2025, with Nvidia and Qualcomm each down more than 9%. The same day OpenAI published a National Community Compact: it will pay the full cost of its electricity and grid upgrades, publish water and power use for each site, and stop requiring public officials to sign NDAs, with narrow exceptions. We explain why local consent is now a constraint on AI compute. Also today: METR's independent assessment finds AI has roughly doubled Anthropic's pace of progress, while Anthropic redacted most of the key evidence; OpenAI says an unreleased cyber model's pipeline produced 948 Linux kernel root exploits in one run for about $1.2 million, and it published the GPT-6 Cyber system card; and Moonshot's 2.8-trillion-parameter Kimi K3.1 Pro weights are out. Quick hits: Thinking Machines' Inkling 2 Small, the DOJ's Super Intelligence Task Force, Claude's read-only Personal Finance beta, and Microsoft passing on an Nscale expansion.
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    11 dk.