Sunday, November 15, 2026
Enterprise · Policy · Business
Industry
The Fed's AI risk survey asked 23 people. Its real warning is off-balance-sheet: Big Tech's signed-but-unstarted leases rose $213 billion in one quarter.
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Why Jensen Huang's Nvidia exit was about more than cheating: six theories on who pushed him out, tested against the board, Washington, Megaspeed, the market and AI policy.
Industry
Musk says SpaceX's quarterly revenue will be far above NASA's yearly budget. SEC filings back the growth, but the comparison picks NASA's smallest figure.
Industry
The biggest AI data-center campuses and deals in one table: gigawatts, capex, debt and partners, from OpenAI's Ohio site to Meta's Hyperion, with sources.
Industry
Every major AI round and valuation in one table: Anthropic, OpenAI, xAI, Mistral, Cohere and the next tier, with lead investors, IPO status and sources.
Industry
On 60 Minutes, Trump said AI risks can be managed and he'd work with Democrats on safeguards—if rules don't leave the U.S. behind China.
Industry
Updated: Jensen Huang has resigned as Nvidia CEO amid the board probe. Why Megaspeed and rented AI chips that export rules miss still matter most.
Industry
Anthropic is pursuing its IPO as buyers push back on price. OpenAI’s reported $11 billion initial close reveals a tougher market for financing AI growth.
Industry
More than 1,600 comments have reportedly appeared on an internal Nvidia suggestion-box post, with many employees calling for Jensen Huang’s return. Their reaction highlights a difficult question for the AI giant: can a company built around one founder move forward without him?
Industry
A viral claim says Alice Huang moved $7.5B of banned Nvidia chips into China via Jensen Huang. The figures rest on unnamed sources, and the breakdown is wrong.
Industry
Anthropic's IPO filing says Claude saw the fastest enterprise adoption of any technology in history. The revenue is real; the superlative is unproven.
Industry
Anthropic's $70–$78 IPO range comes with $26 billion from Nvidia, Google and other suppliers, and a share structure giving public buyers about 5.5% of the vote.
