The empty chair at the top of AI
The Guardian reports that Nvidia’s board met Wednesday to decide whether to oust Huang, a sharp shift from Sunday, when directors expressed confidence in him after he acknowledged a relationship with a woman alleged to be a Chinese spy.
· The Aigentic · Morning Brief
Good morning. The most powerful chair in AI may be about to change hands. Nvidia’s board met overnight over the future of its founder and chief executive, Jensen Huang, with no decision announced as of this morning, while Washington starts asking what the chipmaker’s export records will show. Elsewhere, United drew a line against AI booking agents and Google put a new kind of API on the market. Here is what moved while you were away.
The Guardian reports that Nvidia’s board met Wednesday to decide whether to oust Huang, a sharp shift from Sunday, when directors expressed confidence in him after he acknowledged a relationship with a woman alleged to be a Chinese spy. His position weakened after the New York Times reported a separate relationship with Kimberly Powell, an Nvidia executive who reported to him. Shares slid more than 8 percent in after-hours trading once the Wall Street Journal reported that the board was preparing to remove him.
Reuters reports that Democratic Sens. Elizabeth Warren and Chris Coons asked Commerce Secretary Howard Lutnick, Secretary of State Marco Rubio and White House chief of staff Stephen Miller to preserve all records tied to Nvidia’s AI chip exports to China. They want written confirmation by November 17 and a congressional briefing, a step that typically precedes a formal investigation.
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Axios reports that Lutnick has repeatedly held up export controls on companies suspected of diverting Nvidia chips to China, even though President Trump approved action more than once. Taken with the Senate request, the chip-diversion question is now a story about Washington as much as about Nvidia.
The Wire
The latest headlines from our live AI news feed.
Warren and Coons tell Trump officials to preserve Nvidia chip export records — Reuters
Nvidia board preparing to oust CEO Jensen Huang, WSJ reports — Reuters
Jensen Huang had relationship with Nvidia executive who reports to him, NYT reports — The New York Times
Lutnick stalled Trump's crackdown on Nvidia chip diversion to China, Axios reports — Axios
CNBC reports that United Airlines will restrict unauthorized third-party personal AI agents from booking, changing or servicing its flights, on its own app and website and through travel agencies and aggregators. The airline cited exposed credentials, unintended purchases or MileagePlus redemptions, and federal rules such as the human check-in acknowledgment. AI tools can still search and show United fares, but customers must complete purchases themselves, and bookings made before November 11 will not be canceled. JetBlue’s president, Marty St. George, said airlines should adapt if customers prefer AI booking tools.
InfoWorld reports that Google has launched a Gemini Decisions API, powered by a new Gemini Decision 1 model, for applications that need a quick decision rather than a long written answer. Developers can score up to 1,000 questions in a single request, with confidence scores returned so an app can decide when to proceed automatically and when to refer a case for review. It handles text, images, audio and video, and is priced at 10 cents per million input tokens with no output-token charge.
24/7 Wall St. reports that Anthropic’s amended IPO filing puts its run-rate revenue at about 81 billion dollars as of October 31, up roughly 10 billion from the end of September. The company warns that run-rate growth will slow. The filing also shows a 567 million dollar operating loss for the September quarter and more than 11,900 customers paying at least 100,000 dollars a year.
Yesterday’s movers
Biggest winners
| Ticker | Name | Price | Day |
|---|---|---|---|
| CRWV | CoreWeave | 60.77 | +24.71% |
| NBIS | Nebius | 154.69 | +15.44% |
| SNDK | Sandisk | 977.69 | +13.69% |
| ARM | Arm | 203.36 | +12.05% |
| MU | Micron | 811.30 | +11.89% |
Biggest losers
| Ticker | Name | Price | Day |
|---|---|---|---|
| RGTI | Rigetti | 11.11 | -8.56% |
| IONQ | IonQ | 34.05 | -2.69% |
| MSFT | Microsoft | 521.12 | -2.26% |
| META | Meta | 628.77 | -1.97% |
| ACN | Accenture | 253.63 | -1.89% |
Watch
Four picks this morning: Matthew Berman’s tour of the day’s AI news, Cole Medin on getting the most from Fable 5.2, Matt Wolfe and Peter Yang on running a business with agents, and How I AI on a family’s Claude Code brain.
Matthew Berman — Gemini Carbon, NVIDIA CEO AFFAIR, Fable 5.2, Meta Muse Ember, GPT Image 2.6, Minimax H3: AI NEWS
Matthew Berman runs through a packed news cycle, starting with the Nvidia CEO story and moving on to Anthropic’s Fable 5.2 and Google’s Gemini 4 Carbon.
He then rounds up a string of smaller releases, including Meta’s Muse Ember, GPT Image 2.6 and MiniMax’s H3 image model.
Watch this if you want the whole day in AI in one sitting.
Cole Medin — Your Complete Guide to Fable 5.2 (When to Use It, Effort Levels, Prompting)
Cole Medin calls Fable 5.2 the smartest model you can use in Claude Code right now, and also the fastest way to burn through your rate limits.
His guide covers where Fable beats Opus 5.5, which effort level to run each at, and how he splits the work so Fable plans and Opus builds.
Watch this if you code with agents and want the best results without hitting your limits.
Matt Wolfe — He Built an AI System That Runs His Entire Business
Matt Wolfe sits down with Peter Yang to see the personal AI system behind his one-person business, from an AI chief of staff to a personal advisor that keeps him pointed at his goals.
Yang shows the automated workflows he uses for podcast research, video editing and content creation, built from reusable AI skills that keep improving over time.
Watch this if you want a working blueprint for running a small business with agents.
How I AI — Claude Code + Obsidian: My family’s AI brain
How I AI visits Scott Farrar, a math educator and parent who got tired of AI chats that drift and forget, so he built a household brain in Claude Code.
It is a folder of Markdown files, viewed in Obsidian, that knows his appliances, warranties and insurance documents, and he uses it to shop for car insurance and share the family to-do list with his wife.
Watch this if you want to see how AI can run the paperwork of a home.