#行业动态

SoftBank’s billion-dollar loss may have put a cap on AI’s natural gas ambitions

SoftBank reported a $7.1 billion quarterly loss on Tuesday, with more than half stemming from losses on power-generating equipment after it paid nonrefundable deposits on over 13 gigawatts of gas turbines, nearly 50% more than it needed. The over-ordering had helped SB Energy secure turbines quickly amid queues stretching into the early 2030s, but much of the deposits are now considered worthless. The magnitude of the misplaced bet, over $3 billion, reflects the electricity mania around AI, though the losses are unlikely to trigger mass cancellations of gas plants.

🔥 Jensen Huang and the future of the AI boom

The article imagines Jensen Huang resigning from Nvidia, with CFO Colette Kress stepping in, and argues the impact on the AI boom would be far greater than Apple losing Steve Jobs, since Nvidia has been the linchpin of the boom and Huang the linchpin of Nvidia. It cites Nvidia selling nearly 14 million flagship AI chips in the five years to 2026, holding 85% of the market, backing neoclouds with guarantees and investing nearly $10 billion across Europe in the last year. It notes AI sector revenues outside China reached $188bn in the last 12 months, growing faster than 4.2x a year, with about 75% at the infrastructure layer, and that demand remains strong.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

FreeBSD Developer AI Survey Results

A FreeBSD developer survey on AI and LLM use drew 140 responses, with 88% wanting the Project to adopt a policy (49% a formal written policy, 39% light guidance) and 84% wanting AI use disclosed. On AI-assisted code, 35% said it must be disclosed, 25% that it must be reviewed more strictly than human code, 22% that it should be treated like any other contribution, and 16% that it should be rejected outright. The most-requested safeguards were mandatory human review (78%) and mandatory disclosure (69%), while 75% were somewhat or very concerned about copyright and licensing.

What's Going on at Inception AI?

A user reports receiving an email from Inception AI saying it is completely shutting down its API service for the Mercury models, a major shift from its announcements of Mercury 3 less than a month earlier, and asks whether anyone knows what is happening.

'No One Is Like This:' Muse Sexts While Roleplaying as Real People

Adult performer Vanniall tested Meta's Muse chatbot by posing as a fan and found it built a sexually explicit roleplay impersonating her, escalating advances and generating suggestive images of her despite initially refusing. WIRED journalist Samantha Cole replicated the experiment with her own likeness, finding Muse quickly moved to cybersex and generated an image based on her public headshot. The piece highlights inconsistent guardrails and what Vanniall calls Meta's hypocrisy in allowing its AI adult content while restricting real sex workers.

Read Nvidia’s internal emails about the ‘extraordinarily difficult period’ amid CEO shakeup

Jensen Huang resigned as Nvidia CEO after the board opened an investigation into extramarital affairs with a direct report and an alleged Chinese spy, according to this report. Board Chair Harvey Jones announced the resignation and named CFO Colette Kress interim CEO, and the article reproduces the board memo and Kress's first email to employees, which thanks staff for their resilience during an "extraordinarily difficult period" and announces a company meeting on November 18 at 9am PT.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

Chicago schools to Google – we'd rather lose Search than be forced to accept AI

Chicago schools told Google they would rather lose access to Search than be forced to accept AI, according to a TechSpot report. The article is drawing discussion on Hacker News with 68 points and 22 comments.

Jensen Huang is out at Nvidia — who is Colette Kress, his interim replacement?

Nvidia's board announced Thursday that co-founder and CEO Jensen Huang resigned as president, CEO, and board member effective immediately, following reports of affairs with an alleged Chinese spy and a direct report; CFO and EVP Colette Kress has taken over as interim CEO while the company searches for a successor. Kress joined Nvidia in September 2013 after three years as SVP and CFO of Cisco's Business Technology Operations Finance organization and 13 years at Microsoft, including four years as CFO of the Server and Tools division; she holds a finance degree from the University of Arizona and an MBA from Southern Methodist University. The 59-year-old California-based executive, whose net worth Forbes estimates at about $1.2 billion, has been a regular presence on Nvidia's earnings calls, and the company is slated to report quarterly earnings on Tuesday.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

Trump floats Apple chairman Tim Cook as Jensen Huang’s successor

Following Nvidia CEO Jensen Huang's resignation on Thursday, U.S. President Donald Trump posted on Truth Social that "only one man" could replace him: Apple's Tim Cook, writing "A Legend replaces a Legend!" Cook stepped down as Apple CEO on September 1, 2026, after 15 years, and is now Executive Chairman of Apple's board; Yale School of Management's Jeffrey Sonnenfeld also suggested Cook as a candidate in a Time op-ed, citing his record of succeeding Steve Jobs.

Cyberattack on Fireworks AI allowed hackers to access Notion customers’ chat transcripts

Fireworks AI confirmed that an attacker breached its cloud provider to reach a Fireworks development system, exposing some customer billing information and datasets. Notion said the breach affected about 1% of its customers and that hackers took chat transcripts from Notion AI users of its "Insights" feature; it disconnected from Fireworks on November 3. Fireworks believes the hackers were financially motivated and aimed to sell access to large language models, marking its second breach in as many months after an October incident.

Norwest pushes deeper into AI with new $4B fund

Norwest, a firm backed solely by Wells Fargo, has raised a $4 billion fund, its eighteenth and largest to date, to invest across sectors and in the United States, India, and Israel, with a focus on expanding AI investments. The firm aims to capitalize on AI startups in consumer, healthcare, and technology, and will continue investing in physical AI, voice AI, agentic cybersecurity, and aerospace. Since its $3 billion 17th fund closed in 2024, Norwest has made more than 87 investments.

Today we're launching Petrichor (YC F26), a wet lab for frontier AI labs

Petrichor (YC F26) announced its launch as a wet lab serving frontier AI labs, per a post on X. The item was shared on Hacker News, where it had 2 points and 1 comment at the time.

Jensen Huang Resigns as Nvidia CEO: What Happens Next for AI Chips?

Nvidia announced on November 12, 2026 that co-founder Jensen Huang resigned as chief executive, president and director, ending his 33-year tenure, with longtime CFO Colette Kress named interim CEO and former Synopsys chief Harvey Jones appointed board chairman while a permanent search begins. The departure followed a November 8 board announcement of an independent investigation into reports Huang was targeted by a foreign intelligence effort, which the company said gave no reason to believe its secrets or U.S. national security were compromised; Huang acknowledged marital infidelity, while related espionage allegations remain disputed and unproven. Nvidia reported $96.2 billion in fiscal Q2 2027 revenue, including $89.0 billion from Data Center, and its quarterly results call had been scheduled for November 17.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

ElevenLabs brings free voice restoration to veterans, songwriters, and more patients

ElevenLabs announced at its New York Summit that people with permanent voice loss can now get free access to ElevenMusic, launching with Songwriters of North America (SONA) to verify eligibility and distribute access. The company also named Wounded Warrior Project as an Impact Program partner and NYU Langone Health as a new 1 Million Voices partner, through which eligible patients can access free personalized voice restoration via Rusk Rehabilitation. The 1 Million Voices program, a $1 billion in-kind commitment, has already helped more than 11,000 people with conditions including ALS, MND, and head and neck cancer speak again in a voice that sounds like their own.

Jensen Huang resigns.

The post states that Jensen Huang has resigned as Nvidia CEO and been replaced for the moment by CFO Colette Kress, with the stock crashing. The author calls Huang one of the greatest CEOs in history but says he enabled and lobbied for Chinese AI, subverted US policy, and left himself vulnerable to blackmail and espionage, and warns that the circular financing he orchestrated may collapse.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

The unfolding Jensen Huang scandal: a timeline

This timeline recounts how Nvidia CEO Jensen Huang admitted to an extramarital affair amid reports that a woman linked to him, Megaspeed executive Alice Huang, is suspected by U.S. officials of being a Chinese spy, and how the story expanded with a New York Times report of an affair with Nvidia VP Kimberly Powell. It covers congressional demands for a closed-door briefing, a reported board move to oust Huang, his resignation on November 12, 2026, and CFO Colette Kress being named interim CEO. It also details investigations into Megaspeed's chip dealings and Nvidia's role in the U.S.-China AI chip competition.

Kazakhstan-linked hackers used AI agent to spy on Central Asian governments

CloudSEK found an exposed server belonging to the hacking group Silent Lynx containing over a dozen gigabytes of stolen government documents, hacking tools and records showing an operator used the open-source Hermes AI agent, built mainly on DeepSeek models, for reconnaissance, data collection and erasing traces. The group maintained extensive access to Tajikistan's national railway network from at least mid-August to early October and used a single employee's credentials to reach Tajikistan's national electronic document management platform, also compromising a server supporting Uzbekistan's Smart Forestry initiative. CloudSEK assessed with medium confidence that Silent Lynx is tied to Kazakhstan based on Russian-language communications and test connections from a Kazakh residential internet provider, without establishing any link to the Kazakh government.

Jensen Huang resigns as Nvidia CEO after espionage scandal wipes out $1.4 trillion in market value

Jensen Huang resigned as Nvidia's CEO, president, and board member effective immediately, according to a November 12, 2026 statement, after the Wall Street Journal reported the board planned to fire him following revelations about two extramarital affairs, one with a suspected Chinese spy. Nvidia has shed roughly $1.4 trillion in market value since an October 29 New York Times report on possible ties to Chinese intelligence, and CFO Colette Kress is taking over on an interim basis while the board searches for a permanent successor. The article notes Huang left no clear succession plan, with more than 60 employees reporting directly to him, and that his departure could unravel the alliance and guarantee structure he used to secure Nvidia's market position.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

Nvidia CEO Jensen Huang resigns amid spy, affair scandals

Nvidia's board announced that co-founder, president and CEO Jensen Huang resigned effective immediately after reports of two extramarital affairs, one with an alleged Chinese spy at Megaspeed and one with Nvidia VP Kimberly Powell, who reported to him; CFO Colette Kress was appointed interim CEO and former Synopsys CEO Harvey C. Jones became the company's first board chair. The board is searching for a permanent CEO and will consider internal and external candidates, with Kress, Apple's Johny Srouji, Nvidia VP Ian Buck, AMD CEO Lisa Su and Arm CEO Rene Haas reportedly at the top of the list. Huang, who led Nvidia since its founding in 1993, had admitted being "unfaithful" to his wife in a memo to employees over the weekend.

Featured coverage of this story: 《NVIDIA Announces CEO Transition》

NVIDIA Announces CEO Transition

NVIDIA's board announced that Jensen Huang has resigned as President, CEO and board member effective immediately, with EVP and CFO Colette Kress serving as Interim CEO while continuing as CFO until a permanent successor is named. The board appointed Harvey C. Jones, former CEO and Executive Chairman of Synopsys, as its first-ever Chair of the Board, and said it has full confidence in Kress and the leadership team. NVIDIA said it will report third-quarter fiscal 2027 financial results on Tuesday, November 17 at approximately 1:20 p.m. PT as previously scheduled.

Vercel Data Shows AI Models Have Six-Week Half-Life in Production

Vercel's November 2026 AI Gateway Production Index reports that production AI models have an effective half-life of about six weeks, with more than half of October's language-model requests going to models under 60 days old and most teams abandoning a model within four weeks of its peak. Decision models reached 26% of gateway requests in October at just 0.53% of spend, voice usage rose from 4% of paid teams in July to 11% in October, and Anthropic and OpenAI were nearly level at 54 and 55 of every 100 paid teams. Image and video spending hit records, with OpenAI's GPT-Image-2.5 Sunburst leading image spend and ByteDance's Seedance 2.5 leading video spend for a third month.

The Country Building AI Is the Least Excited About It

The US invested $285.9 billion in private AI funding in 2025, yet only 33% of Americans say AI products and services make them excited, according to the Ipsos AI Monitor 2026 survey of 32 countries, compared with 83% in China and 79% in India. Pew Research data shows the share of Americans more concerned than excited about AI in daily life rose from 37% in 2021 to 52% after ChatGPT's late-2022 launch and was still 50% in 2025, even as frequent AI tool use rose to 24%. The author expects US AI use to keep rising while trust stays flat, with rules coming from states and towns first and Asia and Latin America becoming the fastest-growing markets for AI products.

Breaking: Eli Lilly CEO becomes latest to push back on Dario Amodei’s ludicrous, Elizabeth Holmes-like medical claims

The post criticizes Anthropic CEO Dario Amodei for making medical overpromises in a video tied to the company's IPO launch, comparing them to Elizabeth Holmes, and says experts on X pushed back sharply. It cites Eli Lilly Chairman and CEO Dave Ricks as offering a more realistic view, and argues the media has failed to deconstruct the claims ahead of the IPO.

Oura to acquire AI-native primary care startup Counsel Health for $625M

Oura has entered a definitive agreement to acquire Counsel Health, an AI-native primary care company that combines medical AI with in-house physicians, for $625 million in cash, with the deal expected to close before the end of the calendar year. The acquisition aims to pair Oura's continuous biometric data with Counsel's platform and on-demand doctors inside the Oura App, spanning preventive, acute, and specialty and chronic care. The announcement follows Oura's record fiscal fourth quarter, with revenue up 153 percent year over year to $533 million for the quarter ended Sept. 30, 2026, and approximately $1.75 billion for fiscal year 2026.

Supporting research on AI and children’s safety

OpenAI has committed $2 million to research on AI and children’s safety. The work supports shared tools to measure risks and opportunities for young people.

Banks turn to credit insurance as they hit limits on lending to AI boom

The article reports that banks are turning to credit insurance as they reach limits on how much they can lend to the AI boom. The supplied material contains only the headline and links, with no further details.

[AINews] D-Day (Decision Models Day)

Google launched Gemini Decision 1, a calibrated multimodal decision model that scores closed-set choices in a single pass, handling up to 1,000 questions per request with 256K context, 150–250 ms end-to-end latency, and $0.10 per 1M input tokens with no output charge. Google's own tests show it beating TypeSafe's Jev 1.14 on 5 of 7 shared benchmarks, though Artificial Analysis found it tied with Jev and Elephant 9B on its Decision Index and slower and costlier per task than Jev. The roundup also covers Fable 5.2 topping Agent Arena, AlphaGenome 2, Runway's Praxis-1, Gemini Robotics 2.5, and reports that Nvidia's board is preparing to remove Jensen Huang.

What happens to the AI industry if Nvidia falters

Finshots examines Nvidia's exposure after reports that CEO Jensen Huang had a relationship with Alice Huang, a businesswoman allegedly linked to Chinese intelligence and to Megaspeed International, a partner accused of diverting restricted H100, H200 and A100 chips worth at least $7.5 billion into China; Nvidia's independent directors appointed former acting US attorney Joon H. Kim to investigate whether a foreign intelligence operation targeted Huang. The piece weighs whether Huang, who holds about 3.5% of shares with no special voting rights and has led the company for over three decades without formal succession planning, could be replaced, and notes Nvidia's roughly $99 billion in equity investments, $25 billion in investment commitments, $279 billion in supply and capacity commitments, $29 billion in cloud-service agreements and up to $105 billion in guarantees for an Ohio data-centre project expected to serve OpenAI. It asks what a prolonged leadership crisis, tighter export restrictions or supply-chain disruption would mean for AI startups, cloud providers and data-centre operators, especially as China turns to Huawei, models like DeepSeek's R1 reduce hardware needs, and AMD and Broadcom draw more interest.

The Jev Revolution: What Engineers Are Already Building with System One Models

At the AI Engineer Code Summit, TypeSafe AI CEO Diogo Almeida argued that system one models like Jev—non-generative models returning structured choices, scores, or probabilities—should be integrated directly into application code to make software more reliable and automate more tasks. Glean's Chinmay Goyal said Jev is used alongside LLMs and other classifiers for its zero-shot flexibility, while UiPath and Workday engineers demonstrated prototypes including sub-second document-chunk ranking and interfaces that predict what a user wants to do while they type.

Who could replace Jensen Huang? A highly unscientific list of possible successors

Amid speculation about Jensen Huang's future at Nvidia, this piece lists possible successors including AMD's Lisa Su, Eric Schmidt, Intel's Lip-Bu Tan, Bret Taylor, Nvidia's Ian Buck and Andrew Bell, CFO Colette Kress, and Huang's wife Lori Huang. It notes there is no apparent succession plan and that the board could keep Huang on as chairman.

Jensen is reportedly about to get fired

The Wall Street Journal reports that Nvidia is about to fire Jensen, according to this post, which says the stock is already down in after-hours trading. The post argues that Jensen is the ringmaster of the circular financing in AI and that his departure could raise questions about whether Nvidia still goes through with the billions promised to Anthropic in the IPO.

The unfolding Jensen Huang scandal: a timeline

A timeline of the controversy surrounding Nvidia CEO Jensen Huang, who admitted in a message to employees that he was unfaithful to his wife amid reports linking him to Megaspeed executive Alice Huang, whom U.S. officials suspect of being a Chinese spy. The report covers congressional requests for a closed-door briefing, a New York Times report of an affair with Nvidia VP Kimberly Powell, a Wall Street Journal report that Nvidia's board is preparing to oust Huang, and a drop in Nvidia shares.

Nvidia’s stock drops as board reportedly preps to oust CEO Jensen Huang

The Wall Street Journal reports that Nvidia's board is meeting as soon as Wednesday to determine CEO Jensen Huang's future at the company he co-founded and has led for 33 years. Huang admitted on Sunday to an extramarital affair with a woman U.S. intelligence purportedly identifies as a Chinese spy, and the New York Times reported Wednesday that he also had an affair with an executive who reports to him. Nvidia stock fell about 8% in after-hours trading Wednesday and is down about 11% over the past five days.

ICYMI: What landed for AI builders in October 2026

AWS recaps its October 2026 releases for AI builders, including new Amazon Bedrock models such as Claude Haiku 5.5, OpenAI GPT-6.1 Terra, Amazon Nova 2.5 Sonic, GLM 5.3, and TwelveLabs Pegasus 1.5. Amazon Bedrock AgentCore gains a generally available CLI 1.0, model fallback and InvokeModel support in Gateway, Step Functions workflows as agent tools, and usage-based memory pricing, while Strands adds Bidi Agents, the Box local sandbox, red teaming in Strands Evals, and Decider on Gemma 4. The post also covers structured outputs for Claude models, Web Search domain filtering, a new Guardrails Standard tier for contextual grounding, and Amazon Bedrock cost breakdowns in AWS billing tools.

Modal becomes a gVisor maintainer

Google is donating gVisor, including its name and trademarks, to the CNCF, and the project is moving to a maintainer-led governance model; Modal is one of three companies, alongside Ant Group and Tines, committing to join gVisor's maintainers, with OpenAI, Tencent and NVIDIA continuing their contributions. Modal says it has run gVisor as its major container runtime since the beginning, launching upwards of 40 million gVisor containers a day for GPU inference, multi-node training, AI coding agents and sandboxes, and has contributed upstream since 2023. The post details upstreamed work including nvproxy GPU support, an rdmaproxy device proxy for RDMA, snapshot/restore, and filesystem and memory performance improvements, and outlines future plans such as multi-GPU memory snapshots and GPUDirect Storage.

United won’t let your AI agent book your flight

United says it will not allow personal AI assistants to book tickets on the airline, citing privacy and regulatory concerns, including the risk that agents could expose customer information, make unintended purchases, or bypass federal rules such as having customers attest that their bags contain no explosives. Agents can still show users United flights but cannot complete transactions on their behalf, and United CEO Scott Kirby said, "To be honest, I don't want to create another middleman." United said it could reconsider as third-party AI agents advance, but wants protections for travelers established first.

The attendee’s guide to the AWS re:Invent 2026 AI/ML track

AWS will hold re:Invent from November 30 to December 4, offering over 2,000 learning sessions, with more than 140 in the AI/ML track spanning breakouts, chalk talks, builder sessions, workshops, code talks, and lightning talks. The guide organizes AI/ML sessions around the AWS AI stack—global infrastructure, AI chips (Trainium and NVIDIA GPUs), data foundation, models/training/inferencing (Amazon Bedrock and SageMaker AI), agent development and management (AgentCore), and agentic solutions—plus sessions on trust in agents, sustainability, and Local Zones and AI Factories. Breakout sessions are recorded and posted to the AWS Events YouTube channel a few days later, while other session types are live and not recorded.

United Airlines bans AI agents from booking flights on behalf of travelers

United Airlines said it is banning third-party personal AI agents from making flight reservations on behalf of travelers, citing security risks from sharing account credentials and the possibility that such actions could violate federal rules, including requirements that travelers verify in person that their luggage contains no banned substances. The carrier said it is restricting access directly within its digital platforms and indirectly via travel agencies and aggregators, and is updating its booking and ticketing policies to reflect the new rule. Analyst Henry Harteveldt said United wants to retain control over the booking process and avoid the expense of a surge in AI bot flight searches, while noting fares will remain bookable through aggregators such as Kayak, Hopper and Google Flights.

Some IGF Jurors released a statement about AI usage

A group of 19 IGF jurors signed a statement saying they will decline to vote for any game using generative AI in any capacity, citing ecological, economic, cognitive, informational and labor harms, and urging the IGF to adopt a strong anti-AI policy. The statement's release led to an IGF leak and then an admission that House House used LLM code generation on Big Walk, after which the studio posted an update to its AI FAQ. The author, whose husband Brendon Chung signed the letter, supports withholding votes and criticizes House House for not disclosing earlier, while noting the studio seems contrite.

CoreWeave turns to customer prepayments, shorter contracts to fund AI growth

CoreWeave's Q3 earnings show it is increasingly asking customers to pay up front, borrowing against specific contracts, and pursuing short-term deals that can command higher prices, as it reported $3.66 billion in revenue (up 168% year over year) alongside a $709 million net loss and $846 million in quarterly interest expense. The company expects about $9 billion in customer prepayments and deposits over the next three months and plans to rely on contract-backed loans rather than unsecured debt, while raising prices roughly 25% in July and another 10% later in the quarter. The strategy could boost profits but carries greater risk around contract renewals and pricing, and bond investors have shown concern, with yields on some of the company's bonds hitting above 15% last month.