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November 12, 2026 · READ ONLINE
Welcome back, AI enthusiasts.
Jensen Huang has led Nvidia for 33 years, but his future at the company is suddenly uncertain. Nvidia's board is now considering removing him as CEO, raising big questions about what happens next for the company powering much of the AI boom. Let’s Dive In!
IN TODAY'S ISSUE
01 Nvidia May Fire CEO Jensen Huang
02 The First AI Phone You Barely Have to Touch
03 China's Nvidia Chip Workaround Faces a Major Threat
01 / AI OUST
Source: NDTV
Evolving AI: Jensen Huang's 33-year leadership of Nvidia is at risk as allegations involving his personal relationships and possible security concerns mount.
KEY POINTS
Nvidia's board met yesterday to discuss Huang's removal, just three days after publicly backing his leadership.
The board is reportedly working with an outside firm to find potential replacements and considering an interim CEO.
Nvidia shares fell more than 8% in after-hours trading amid uncertainty over the company's leadership.
DETAILS
Nvidia's crisis deepened after five people who worked there described Huang's alleged relationship with Kimberly Powell, a vice president reporting to him. Two said the pair were filmed being affectionate at a San Jose hotel, though the footage remains unverified. Huang's security team allegedly sought a nondisclosure agreement from the person filming. Huang also faced scrutiny over ties to Alice Huang, a former Megaspeed executive suspected of Chinese intelligence links. Nvidia's board can remove him by majority vote, but has no named successor.
WHY IT MATTERS
ChatGPT and Claude rely on Nvidia's chips. Huang drove its AI strategy, guided chip development, and built relationships with Microsoft and Meta, whose data centers take years to plan. If he leaves, Nvidia must keep chip launches and supply agreements on track. Delays could slow new AI features, limit access to powerful models, or raise subscription prices.
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02 / AGENTIC PHONE
Evolving AI: Y Combinator-backed startup Blue has launched an AI-powered smartphone designed to handle everyday tasks through simple voice commands.
KEY POINTS
Blue's AI can operate apps on the phone, handling messages, emails, and multi-step tasks in the background.
The AI remembers people, past conversations, and personal habits, allowing users to retrieve old information and draft replies without repeating instructions.
Blue's founder claims 10 people switched from iPhones to Blue, and none wanted their iPhones back after several weeks.
DETAILS
Blue's first phone uses Google's Pixel 10 Pro and Pro XL, running Blue OS, a modified Android system that lets its assistant read screens and operate apps. Eligible iPhone owners can recover the $1,299 cost by trading in their old device within 30 days of delivery. Blue plans its own hardware for 2027, while AI notification management remains in development.
WHY IT MATTERS
Apple's biggest advantage is how deeply people have built their daily lives around the iPhone, and Blue is betting its AI could give them a reason to switch. If assistants can handle tasks that require moving between apps, people may start choosing phones based on how much work their AI can handle. Apple and Google can bring similar features to existing devices, so Blue needs to prove its assistant works reliably and saves enough time to make switching worthwhile.
Salesforce used Claude to solve a stubborn software bug in just 24 hours. In this 16-minute video, its engineers share how they assign complex tasks to AI agents, catch mistakes, and choose cheaper models for simpler work, offering practical ways to get more done with AI.
03 / NVIDIA CHINA
Source: WSI
Evolving AI: Chinese AI firms are rushing to secure Nvidia capacity abroad, fearing espionage allegations involving CEO Jensen Huang could trigger tighter U.S. restrictions.
KEY POINTS
A major Chinese cloud provider is considering overseas Nvidia capacity, while smaller labs explore Southeast Asia.
Traders are reportedly stockpiling restricted Nvidia chips, fearing a U.S. smuggling crackdown.
The House passed the Remote Access Security Act 369–22, potentially expanding controls over overseas cloud access.
DETAILS
Nvidia's AI chips have become central to a workaround Chinese companies are using to access advanced computing power. ByteDance and Tencent pursued overseas data center deals to use chips without importing them. Allegations involving a woman linked to Huang have raised fears of tighter controls. China denies the espionage allegation, Reuters could not verify it, and Nvidia says it has no reason to believe company secrets were compromised.
WHY IT MATTERS
Chinese AI developers need Nvidia computing to compete with OpenAI and Google. If Washington restricts overseas rentals, training advanced models could cost more and take longer. American cloud providers could lose customers, while Huawei and other Chinese chipmakers gain demand. That pressure could help China build its own chips and reduce dependence on U.S. technology. But matching Nvidia's hardware and software takes time, leaving Chinese labs with fewer options when planning their next models.
04 / HUMAN OR MACHINE?
One is real. Trust your eyes?
Two images. One photograph. Click the one you think is real.
A
B
05 / QUICK HITS
🚗 Google launched Gemini Live on Apple CarPlay for hands-free email catch-ups, calendar questions, and conversations while driving.
🧬 Google DeepMind introduced AlphaGenome 2 to predict how DNA changes affect specific human cell types, aiming to improve disease research.
🧠 Alibaba opened a two-week Qwen4-Max preview with a one-million-token context window; developer API access requires its Token Plan.
🎓 Google launched a Professional Agentic Architect certification with a written exam and hands-on labs for developers building secure AI agents.
06 / TRENDING AI TOOLS
🐰 CodeRabbit - Ship higher quality code with AI-powered code reviews*.
🧩 Operum - Gives you coordinated AI agents to build and launch software.
🛍️ Reddit Reviews - Summarizes real Reddit discussions into AI-organized product reviews.
🪪 Egoist AI Passport - Carries your personal context securely across different AI apps.
*PARTNER LINKS
BEFORE YOU GO
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See you tomorrow,
The Evolving AI team
