Nvidia weighs Huang's removal; FBI staffing dispute shadows spy fight

Morning, humans.

Nvidia shares fell about 8% to 9% after hours Wednesday.

The board met late Wednesday to consider removing Jensen Huang. No decision had been announced by Thursday morning.

The FBI has warned tech companies about Chinese intelligence for more than a decade. Five people familiar with the bureau said in October that many field offices’ counterintelligence squads had only 50% to 60% of positions filled, an account the FBI calls false.

Google DeepMind released AlphaGenome 2 Wednesday to predict how DNA variants act in specific cell types. Its gains come from DeepMind’s own benchmark, with no independent evaluation reported yet.

Stay curious,

Marcus Schuler

Nvidia’s board met late Wednesday to consider removing Jensen Huang, 63, and had announced no decision by Thursday morning.

Shares fell about 8% to 9% after hours Wednesday. Directors are working with an outside search firm on potential replacements. Some favor CFO Colette Kress as interim CEO, people familiar with the matter said.

Megaspeed has bought $4.8 billion of Nvidia chips since June 2024. U.S. intelligence concluded that Alice Huang, an executive linked to the customer, was recruited by China’s Ministry of State Security, anonymous officials said. She is unrelated to Jensen Huang. Independent directors hired Joon Kim and Wachtell Lipton to investigate possible foreign intelligence targeting.

Why This Matters:

• A majority of Nvidia’s 11 directors can dismiss Huang with or without cause.
• Firing Huang would leave open what he knew about Megaspeed’s chips, our opinion desk argues.

Christopher Wray cited about 2,000 active investigations into Chinese government information theft at a meeting with Silicon Valley executives in October 2023.

The FBI has warned tech companies about Chinese intelligence for more than a decade. Five people familiar with the bureau said in October 2026 that counterintelligence squads in many of its 56 field offices had only 50% to 60% of positions filled, an account the FBI calls false. No earlier public case of this kind involved a sitting CEO of a leading U.S. tech company.

iFixit gives the MacBook PROLED XDR a 5 out of 10 repair score in its Nov. 10 teardown, which uncovers the LED strip behind its glowing Apple logo.

Fans and USB-C ports sit beneath the logic board, while storage is soldered in place. Under iFixit’s 2027 rubric, which penalizes soldered memory more, the laptop would score 4.

• Our opinion desk argues firing Huang closes the wrong case, leaving his knowledge of Megaspeed’s chips and Trump’s continued protection unresolved.
• Nick Clegg calls Silicon Valley’s Trump alliance “a near-total failure” in a Tuesday essay, ahead of Democrats taking control of both chambers of Congress Jan. 3.
• Google DeepMind releases AlphaGenome 2, recovering 30% of putatively causal DNA variants at 90% precision on its own benchmark, with no independent evaluation reported yet.
• Google priced its Gemini Decisions API at $0.10 per million input tokens, matching OpenAI’s rate for closed-question answers.
• Rox raised a $100 million Series B at a $1.3 billion valuation Nov. 11, co-led by General Catalyst and March Capital.
• IBM announced its upcoming 520-qubit Quantum Nighthawk r3 processor, designed for 10,000 quantum operations, with plans to link two chips in 2027.

Turn a review checklist into yes/no questions a model can score when a contract or vendor proposal needs a check against written requirements.

Your raw input:

The prompt:

Why this works: A closed question with a quoted sentence gives you something checkable. “Unclear” stops the model from guessing when the document supplies no answer.

What to use: Any current chat model works; for hundreds of documents, a decision endpoint such as Gemini’s or OpenAI’s Decisions API bills input only.

Expo’s expo/exact is a cross-platform app runtime with 2,970 GitHub stars as of Nov. 11, 2026, under the MIT license.

What it does: You describe the interface in Contract and write data logic in TypeScript or Rust, producing a native app for the web, macOS, iOS and Linux with no webview and no JavaScript layer drawing the UI. An agent can build and test it through ten operations driven by one script, with the same test file running unchanged on any host.

Who needs it: Teams exploring agent-built apps across platforms should account for its pre-1.0 status, daily changes and deliberate lack of API stability or backwards compatibility; the project’s first macOS and iOS builds took about 13 minutes each.

Credit: Midjourney

Prompt: a cute textured digital painting of a duck dressed in a blue sweater and white trousers, wearing dark sunglasses and sipping a drink through a straw

House House estimated that chatbot use touched well under 0.1% of Big Walk’s code, mainly through bug troubleshooting. Its voluntary disclosure prompted disagreement among Independent Games Festival judges and jurors.

Our take: House House substantially modified about 10 lines of chatbot-suggested code, then apologized that its use “may not meet their standards.” The studio also called its lack of an internal AI policy a failure. A rendering bug has acquired the paperwork of a disciplinary hearing. Somewhere in that process, the screwdriver became an ethics committee.

Steam does not ask for chatbot or code disclosure. The studio volunteered its account for an IGF submission and received an argument about whether an otherwise strong game deserved punishment. That is an excellent incentive system for anyone considering candor. The ten lines got their rewrite; the confession still needs troubleshooting.

Marcus Schuler

San Francisco

Editor-in-Chief and founder of Implicator.ai. Former ARD correspondent and senior broadcast journalist with 10+ years covering tech. Writes daily briefings on policy and market developments. Based in San Francisco. E-mail: editor@implicator.ai