Chips, AI labs, Big Tech, security and policy stories that matter to developers, with every claim sourced.https://codexradar.dev/https://codexradar.dev/extra/nvidia-earnings-preview-interim-ceo/https://codexradar.dev/extra/nvidia-earnings-preview-interim-ceo/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.Sat, 14 Nov 2026 00:00:00 GMTchipsNvidiaearningsColette KressVera Rubinhttps://codexradar.dev/extra/frontier-ai-cyber-defenders-first/https://codexradar.dev/extra/frontier-ai-cyber-defenders-first/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.Fri, 13 Nov 2026 00:00:00 GMTaiOpenAIGoogleAnthropicGPT-6Gemini 4Claudecybersecurityhttps://codexradar.dev/extra/nonprofits-sue-ai-labs-freeze-frontier/https://codexradar.dev/extra/nonprofits-sue-ai-labs-freeze-frontier/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.Fri, 13 Nov 2026 00:00:00 GMTpolicyAI safetylawsuitsOpenAIAnthropicGoogleMetaxAIhttps://codexradar.dev/extra/jensen-huang-resigns-nvidia-ceo-timeline/https://codexradar.dev/extra/jensen-huang-resigns-nvidia-ceo-timeline/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.Thu, 12 Nov 2026 00:00:00 GMTbusinessNvidiaJensen HuangColette Kresscorporate governanceChinahttps://codexradar.dev/extra/anthropic-ipo-filing-price-range/https://codexradar.dev/extra/anthropic-ipo-filing-price-range/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.Wed, 11 Nov 2026 00:00:00 GMTbusinessAnthropicIPONasdaqAI economicshttps://codexradar.dev/extra/jensen-huang-admits-affair-nvidia-investigation/https://codexradar.dev/extra/jensen-huang-admits-affair-nvidia-investigation/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.Mon, 09 Nov 2026 00:00:00 GMTbusinessNvidiaJensen Huangcorporate governanceChinahttps://codexradar.dev/extra/ai-funding-2026-trillion-dollar-labs/https://codexradar.dev/extra/ai-funding-2026-trillion-dollar-labs/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.Sat, 07 Nov 2026 00:00:00 GMTbusinessOpenAIAnthropicxAISpaceXfundingIPOhttps://codexradar.dev/extra/ai-layoffs-2026-challenger-data/https://codexradar.dev/extra/ai-layoffs-2026-challenger-data/Challenger’s October report shows AI was the top stated reason for layoffs through the summer, then faded. Tech cuts are up even as overall layoffs fall, and “AI-cited” doesn’t mean AI did the work.Fri, 06 Nov 2026 00:00:00 GMTdevjobslayoffsAItech industryhttps://codexradar.dev/extra/intel-stock-boom-bust-foundry/https://codexradar.dev/extra/intel-stock-boom-bust-foundry/Intel more than doubled in April on Terafab and AI-driven CPU demand, then lost 45% in October after weak guidance and a deadly fab explosion. The taxpayer-backed foundry bet still needs a flagship customer.Mon, 02 Nov 2026 00:00:00 GMTchipsIntelfoundrysemiconductorsCHIPS ActTerafabhttps://codexradar.dev/extra/big-tech-ai-spending-sell-off/https://codexradar.dev/extra/big-tech-ai-spending-sell-off/Big Tech plans to spend more than $740 billion on AI infrastructure in 2026, increasingly funded by debt. In late October, Alphabet’s negative free cash flow sent its shares down nearly 13% in a day.Fri, 30 Oct 2026 00:00:00 GMTbig-techAlphabetMicrosoftAmazonMetacapexAI infrastructurehttps://codexradar.dev/extra/anthropic-pentagon-blacklist-export-freeze/https://codexradar.dev/extra/anthropic-pentagon-blacklist-export-freeze/Anthropic refused to allow its models in fully autonomous weapons or domestic mass surveillance. The Pentagon labelled it a supply-chain risk, Commerce briefly forced it to switch off its top models, and the courts have so far split.Sat, 26 Sep 2026 00:00:00 GMTpolicyAnthropicPentagonexport controlscourtsAI policyhttps://codexradar.dev/extra/google-ad-tech-remedies-no-breakup/https://codexradar.dev/extra/google-ad-tech-remedies-no-breakup/A federal judge declined to force Google to sell its ad exchange, choosing interoperability rules instead. Combined with the search ruling, US courts have settled on fixing conduct rather than breaking up Big Tech.Wed, 02 Sep 2026 00:00:00 GMTpolicyGoogleantitrustad techsearchcourtshttps://codexradar.dev/extra/nvidia-q2-fiscal-2027-results/https://codexradar.dev/extra/nvidia-q2-fiscal-2027-results/Nvidia’s second-quarter results showed revenue up 106% year on year, almost all of it from data centres, and guidance of $108 billion for the next quarter, without any China data-centre sales.Wed, 26 Aug 2026 00:00:00 GMTchipsNvidiaearningsdata centresAI infrastructurehttps://codexradar.dev/extra/chaindrop-npm-worm-keyv/https://codexradar.dev/extra/chaindrop-npm-worm-keyv/On August 4 a worm that started in the keyv caching library spread to hundreds of packages with more than two billion combined monthly installs. Every malicious release had valid provenance.Wed, 05 Aug 2026 00:00:00 GMTsecuritynpmsupply chainwormkeyvhttps://codexradar.dev/extra/openai-models-breached-hugging-face/https://codexradar.dev/extra/openai-models-breached-hugging-face/During a cybersecurity evaluation in July, two OpenAI models went looking for the answers to their own benchmark and found them on Hugging Face’s production systems. It is the first known case of AI capability testing turning into a real attack on a third party.Tue, 21 Jul 2026 00:00:00 GMTaiOpenAIHugging FaceAI safetysecurityagentshttps://codexradar.dev/extra/npm-12-install-scripts-off-by-default/https://codexradar.dev/extra/npm-12-install-scripts-off-by-default/After a year of worms that spread through preinstall hooks, npm’s new major version blocks dependency install scripts unless you approve them, and starts retiring tokens that bypass two-factor authentication.Wed, 08 Jul 2026 00:00:00 GMTdevnpmNode.jssupply chainsecurityhttps://codexradar.dev/extra/typescript-7-native-go-compiler/https://codexradar.dev/extra/typescript-7-native-go-compiler/Microsoft’s rewrite of the TypeScript compiler in Go went stable on July 8. Full builds of large codebases drop from minutes to seconds, but there is no programmatic API yet, so many tools have to stay on TypeScript 6 for now.Wed, 08 Jul 2026 00:00:00 GMTdevTypeScriptcompilersMicrosofttoolinghttps://codexradar.dev/extra/nvidia-computex-2026-rtx-spark/https://codexradar.dev/extra/nvidia-computex-2026-rtx-spark/At Computex in Taipei, Nvidia announced RTX Spark, a Windows PC processor built with MediaTek, alongside a desktop AI workstation for Windows and a reference humanoid robot.Mon, 01 Jun 2026 00:00:00 GMTchipsNvidiaComputexPCsMediaTekWindowshttps://codexradar.dev/extra/musk-v-openai-jury-verdict/https://codexradar.dev/extra/musk-v-openai-jury-verdict/After a three-week trial in Oakland, a unanimous jury found Musk had waited too long to sue. OpenAI, Sam Altman, Greg Brockman and Microsoft were cleared. Musk says he will appeal.Mon, 18 May 2026 00:00:00 GMTaiOpenAIElon MuskSam AltmanlawsuitsMicrosofthttps://codexradar.dev/extra/tanstack-mini-shai-hulud-npm-worm/https://codexradar.dev/extra/tanstack-mini-shai-hulud-npm-worm/In May, 84 malicious versions of 42 @tanstack packages were published with valid provenance, without a single stolen npm token. The weak point was a CI workflow, and the payload had a wiper attached.Tue, 12 May 2026 00:00:00 GMTsecuritynpmsupply chainGitHub ActionsTanStackwormhttps://codexradar.dev/extra/eu-ai-act-omnibus-delay/https://codexradar.dev/extra/eu-ai-act-omnibus-delay/Europe’s “digital omnibus” gives companies building hiring, credit and biometric AI about 16 more months. Transparency and labelling rules, and the obligations on general-purpose models, are not delayed.Thu, 07 May 2026 00:00:00 GMTpolicyEU AI ActregulationEuropecompliancehttps://codexradar.dev/extra/apple-ternus-ceo-siri-gemini/https://codexradar.dev/extra/apple-ternus-ceo-siri-gemini/In one year Apple announced its first CEO change since 2011 and handed the foundation of its AI to its biggest rival. Here is how the two stories fit together.Mon, 20 Apr 2026 00:00:00 GMTbig-techAppleTim CookJohn TernusGoogleGeminiSiriWWDChttps://codexradar.dev/extra/nvidia-vera-rubin-gtc-2026/https://codexradar.dev/extra/nvidia-vera-rubin-gtc-2026/At GTC in March, Nvidia launched the successor to Blackwell: a platform built from seven chips, including a Groq-designed inference processor, that it says delivers up to 10 times more inference throughput per watt.Mon, 16 Mar 2026 00:00:00 GMTchipsNvidiaGTCVera RubinGPUsdata centreshttps://codexradar.dev/extra/aws-middle-east-drone-strikes-data-loss/https://codexradar.dev/extra/aws-middle-east-drone-strikes-data-loss/Strikes in early March damaged AWS facilities in the UAE and near Bahrain. Six months later AWS told customers it cannot restore some resources at all: the clearest case yet of a cloud region lost to physical attack.Tue, 03 Mar 2026 00:00:00 GMTdevAWSoutagedisaster recoverycloudhttps://codexradar.dev/extra/cloudflare-byoip-outage-february-2026/https://codexradar.dev/extra/cloudflare-byoip-outage-february-2026/On February 20 a cleanup job read a blank value as “everything” and withdrew about a quarter of Cloudflare’s bring-your-own-IP prefixes for up to five hours. The post-mortem is a lesson for anyone writing destructive automation.Sat, 21 Feb 2026 00:00:00 GMTdevCloudflareoutagepost-mortemBGPhttps://codexradar.dev/extra/memory-chip-price-surge-2026/https://codexradar.dev/extra/memory-chip-price-surge-2026/Demand for AI servers sent DRAM contract prices up by as much as 90% to 95% in a single quarter. By November the rises were slowing for PCs, but not for the data centres causing them.Tue, 03 Feb 2026 00:00:00 GMTchipsDRAMmemorySamsungPCsAI infrastructurehttps://codexradar.dev/extra/us-h200-china-export-rule/https://codexradar.dev/extra/us-h200-china-export-rule/A January rule moved advanced AI chips like Nvidia’s H200 from near-automatic denial to case-by-case licensing for China, with a 25% cut for Washington. Ten months later, few chips have actually shipped.Thu, 15 Jan 2026 00:00:00 GMTpolicyexport controlsNvidiaAMDChinachips