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AI Industry & Funding
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Agent Fleets Push NATS From Plumbing Toward AI's Coordination Layer
NATS, created in 2010 and graduated from the CNCF in November 2026, is being stretched by short-lived AI sandboxes and agent fleets that churn constan...
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Jensen Huang's Carefully Built Nvidia Story Is Getting Harder to Control
Jensen Huang built Nvidia's image on storytelling and tight control. A tense 2024 interview and a flat management structure show where that approach s...
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Stela Brings macOS Back to x86-64 PCs Through Apple Silicon Translation
Stela, a new open project, translates Apple Silicon instructions so macOS can boot on x86-64 PCs. It's slow and unstable, but the hardware bar is low.
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Novig Reaches Third Place in Prediction Markets With a Sports-Only Model
Sports-only prediction market Novig posted $1.8 billion in 30-day volume, ranking third, but its growth now hinges on a shifting state-by-state legal...
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Applied Materials Revenue Climbs 53% as AI Chip Equipment Demand Holds
Applied Materials reported $10.41 billion in quarterly revenue, up 53%, and guided above forecasts as AI-driven chipmaking equipment demand keeps clim...
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Cisco Beats Q1 Estimates and Doubles Its AI Infrastructure Forecast
Cisco beat first-quarter estimates and now expects AI infrastructure revenue of $9 billion in fiscal 2027, more than double fiscal 2026. Margins slipp...
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Why Nvidia's Dropped Singapore Revenue Line Is Drawing Scrutiny
Nvidia stopped breaking out Singapore revenue in late 2025, a change now under scrutiny because of its ties to Megaspeed and export-control allegation...
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NYT Strands #985 Hints and Answers: The ROTTENLUCK Spangram for November 13
Game #985 has a gloomy theme and a ROTTENLUCK spangram. Here are the hint ladder, the full answer list and yesterday's AUDIENCE set.
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Nvidia Without Jensen Huang: What His Exit Means for Chips, Anthropic and Open-Source AI
Jensen Huang's resignation as Nvidia CEO raises questions about chip demand, Anthropic's IPO valuation and the open-source AI community's main industr...
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Cerebras Revenue Beats Estimates as Backlog Passes $26 Billion
Cerebras reported $230.9 million in core adjusted revenue, up 70%, and a backlog of $26 billion. Shares rose nearly 18% in late trading.
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Who Could Succeed Jensen Huang at Nvidia? The Outside Contenders
Colette Kress is interim CEO while Nvidia's board searches for Jensen Huang's successor. Analysts point to Arm's Rene Haas, AMD's Lisa Su and Tim Cook...
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RTX PRO 5500 Shares the RTX 5090's GB202 Config at a Much Higher Price
The RTX PRO 5500 uses the same 170-SM GB202 die as the RTX 5090. Here's what the board changes mean, and why the pricing gap matters.
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Jensen Huang Steps Down at Nvidia: What the Exit Means for Rivals
Huang's resignation hands Nvidia an interim CEO and a stability test. Rivals have an opening, but GPU competition moves on multi-year timelines.
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AI Demand Pushes Circuit Board Lead Times Toward 30 Months
AI server boards are squeezing PC makers, with some PCB orders reportedly taking up to 30 months and HP and Dell struggling to secure 2027 supply.
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Nvidia's New Chair Harvey Jones Takes On the CEO Search and Board Accountability
Harvey Jones, a board member since 1993, is Nvidia's first independent chair and will likely lead the search for Jensen Huang's successor.
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Nebius Shares Fall 17% Despite Q3 Beat as Capex Plans Climb
Nebius beat Q3 revenue and profit estimates, but a steeper spending plan and a full-year forecast below consensus sent shares down 17%.
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Why Jensen Huang's Exit Hits Neoclouds' Financing First
Huang's resignation matters most to neoclouds, whose debt depends on Nvidia's backstops. Lenders now have to price how much that guarantee is worth.
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Optics11 Draws Navy Interest With Fiber-Optic Underwater Listening
Dutch firm Optics11 says its fiber-optic sensors can pick up an oil tanker about 100 km away, and it's in talks with dozens of navies.
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pCloud Lifetime Plans Drop to $159 in Black Friday Sale
pCloud's Black Friday lifetime plans run from $159 for 500GB to $1,099 for 10TB, with a 3TB bundle at $579. The offer ends November 28, 2026.
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Jensen Huang's Exit Leaves GeForce Gamers Asking What Comes Next
Jensen Huang's departure raises questions about Nvidia's gaming GPU priorities as AI revenue dominates and graphics card prices stay high.
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Italy vs France Nations League: Free Streams, Kick-off Times and Team News
Italy host France at San Siro in a Nations League clash that tests Mancini's rebuild and Zidane's squad depth. Here's where to watch it and who's play...
