Extra · The tech news desk
The stories beyond coding tools that still change your work: chips, AI labs, Big Tech, security and policy. Plain English, dated to when it happened, and every claim linked to its source.
Business
Four days after admitting an affair, Nvidia’s founder stepped down with immediate effect. CFO Colette Kress is interim CEO. Here is the full timeline, and a clear line between what is confirmed and what is only reported.
Chips
Colette Kress will lead Nvidia’s first earnings call without Jensen Huang since the company went public in 1999. The business numbers going in are enormous; the questions will be about leadership, China and confidence.
AI labs
All three big US labs released their most capable models of 2026 to vetted security teams before anyone else, citing offensive cyber capabilities. For developers, the newest tier increasingly arrives behind an application form.
Policy & law
A lawsuit filed in San Francisco asks a state court to stop Anthropic, Google, Meta, OpenAI and SpaceX’s AI unit from building anything more capable than what they have today, using California consumer-protection law.
Business
Anthropic plans to list on Nasdaq as ANT at $70 to $78 a share, valuing it at up to $1.4 trillion. Its filing shows revenue growing more than tenfold, and very large accounting losses.
Business
In a Sunday email to staff, Nvidia’s CEO said he had been unfaithful to his wife. Hours later the board opened an independent inquiry into reports that he was targeted by Chinese intelligence, while saying it still backed him.
Business
In 2026 frontier AI valuations passed $1 trillion, much of the money came from the chipmakers and clouds that sell to the labs, and in November the first sign of investor pushback appeared.
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