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November 15, 2026, 6:40 PM
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Mediagazer
memeorandum
WeSmirchTop News
| Financial Times: |
Sources: Jensen Huang has discussed a comeback as Nvidia CEO with confidants, as allies form a “war room” to lobby for his return and seek White House support — Tech supporters lobby chipmaker's board to reinstate former CEO after he resigned following affair with alleged Chinese spy
More: The Verge, Reuters, The Information, Wccftech, The Information, Bloomberg, Jerusalem Post, New York Post, Semafor, Digital Trends, Times of India, The Daily Beast, ANI News, India Today, Capital Brief, Metro.co.uk, The Independent, Forbes, Forbes Australia, ZeroHedge News, Mediaite, and Anadolu Ajansı …
X: @adamconner, @edzitron, @melvininvests, @trendspider, @divestech, @rogoswami, @munster_gene, @edzitron, @dhh, @wydtanishq, @utobian, @retail_mourinho, @aleabitoreddit, @yuchenj_uw, @kalshi, @globeeyenews, @carlquintanilla, @choblin29, @0xstross, @andrewcurran_, @apompliano, and @kalshi
Bluesky: @caseynewton, @olufemiotaiwo, @trashfirefurry, and @niedermeyer.online
| Tony Czuczka / Bloomberg: |
Scott Bessent urges Nvidia to hire an outside CEO and wants answers within 10 days on whether it pushed “seemingly illicit” chip sales to China to boost revenue — Nvidia Corp. is facing intense pressure as it embarks on a search for a new chief executive after ousting Jensen Huang …
More: CNBC, Reuters, ZeroHedge News, Townhall, Implicator.ai, Quartz, New York Post, TRT World, Times of India, Unite.AI, Capital Brief, Fox Business, Mediaite, Bloomberg Law, and Anadolu Ajansı …
X: @ericldaugh, @thestalwart, @overton_news, @gunthereagleman, @annmarie, @zephyr_z9, @foundrceo, @davesantamonica, @teroterotero, and @randgroup
Forums: r/wallstreetbets and r/StockMarket
| Chris Miller / Financial Times: |
A post-Jensen Nvidia must reshuffle its leadership, reset its DC ties, and recognize that even the US' most valuable company cannot dictate US foreign policy — The chip company has only itself to blame for a long list of adversaries — Jensen Huang's exit from Nvidia, the company he co-founded …
More: Superintelligence, The Verge, and The Business Times
| Thomas Barrabi / New York Post: |
More: Implicator.ai, Storyboard18, Seoul Economic Daily, Livemint, The Asia Business Daily, The Daily Beast, and The Indian Express
X: @mraustinpredict, @sssjeffpu, @kalshi, @financelancelot, @tn_sanatani, @carlquintanilla, @abbakardex, @lulumeservey, and @tkisrage. Bluesky: @carlquintanilla
Forums: r/pcmasterrace and r/nvidia
| Lauren Edmonds / Business Insider: |
More: New York Times, How-To Geek, Stand with Jensen, Gizmodo, CNN, Cointelegraph, Tom's Hardware, TechCrunch, The Independent, Evertiq, ANI News, Wall Street Journal, The Information, Wccftech, Hindustan Times, Washington Examiner, Mediaite, Unite.AI, VideoCardz.com, Yahoo Finance, New York Post, Wccftech, and Coin Edition
X: @thejensenletter, @timsweeneyepic, @ctnzr, @billkristol, @hesamation, @wr4nygov, @lulumeservey, @edzitron, @goldman, @kobeissiletter, @jenzhuscott, @aridavidpaul, @taobanker, @gavinsbaker, @valentinaforusa, @amasad, @vivilinsv, @thejensenletter, @brivael, @fundstrat, @timsweeneyepic, @garrytan, @gavinsbaker, @cb_doge, @bscholl, and @jukan05. LinkedIn: Tianyin Xu
Bluesky: @brooklynmarie, @segyges, and @intcyberdigest
Forums: r/AsianMasculinity, r/NVDA_Stock, r/ValueInvesting, r/nvidia, r/LocalLLM, r/NvidiaStock, r/LocalLLaMA, and r/NVDA_Stock
| Mark Gurman / Bloomberg: |
Sources: Apple plans to unveil smart glasses at WWDC and ship them by the end of 2027, focusing heavily on integration of third-party iPhone apps with Siri AI — Also: A look at the race to bring Face ID to the iPhone Duo. … Apple's just-announced Siri AI integrations are the centerpiece …
More: Forbes, The Verge, PCMag, PhoneArena, iThinkDifferent, The Apple Post, Digital Trends, AppleInsider, AppleInsider, AppleInsider, iClarified, iClarified, AppleInsider, iPhone in Canada, Digital Trends, MacRumors, 9to5Mac, 9to5Mac, New York Post, and Tom's Guide
X: @markgurman, @markgurman, @foundrceo, @tgod34748, @markgurman, @raywongy, @markgurman, @markgurman, and @markgurman. Forums: MacRumors Forums
| Wall Street Journal: |
How Jensen Huang built a multibillion-dollar business to let Chinese companies access Nvidia AI chips in SE Asian data centers, exploiting a gap in US sanctions — Massive data centers in Southeast Asia exploited a gap in U.S. sanctions, providing crucial computing power for Chinese companies and a cover for alleged chip smuggling
More: Axios, Türkiye Today, Cassandra Unchained, The Decoder, and Washington Post
X: @staunovo, @maynereport, @michaeljburry, @akhenosiris, and @scaramucci. Bluesky: @billkristolbulwark. Mastodon: @carnage4life@mas.to
Forums: r/technology and r/AMD_Stock
| Associated Press: |
Megaspeed says Alice Huang left in August 2025 and has no current role, and that it runs a “legitimate and lawful business” as it opens an internal probe — Singapore-based cloud computing company Megaspeed International said Sunday that Chinese businesswoman Alice Huang … | Mackenzie Hawkins / Bloomberg: |
Sources: Nvidia appealed to Taiwanese officials after its manager was charged over chip smuggling, and sought advice from TSMC, which declined to get involved — Nvidia Corp. appealed to Taiwanese officials after prosecutors on the island accused an employee of helping to smuggle AI chips into China …
More: TechCrunch, Seeking Alpha, and The Economist
| Ashley Gold / Semafor: |
Sources: Howard Lutnick is expected to join Trump on Air Force One to China this week, after clashing with Scott Bessent and others over Nvidia chip curbs — Howard Lutnick is expected to travel on Air Force One with the president to China this week as the commerce secretary fights to regain …
More: Fortune, Tom's Hardware, Hindustan Times, 2paragraph News, India Today, Telegraph, RADAR, and Business Today
| New York Times: |
Investigation: Howard Lutnick pushed to narrow chip curbs affecting a client of his former firm Cantor Fitzgerald whose Malaysia data center may serve Tencent — The commerce secretary has been writing new rules that would affect Southeast Asian data centers, some of which are clients of his former firm.
More: The Asia Business Daily, 2paragraph News, NewsMax.com, Seeking Alpha, and Livemint
X: @senblumenthal, @richsignorelli, @firstadopter, @choblin29, @firstadopter, @jaxalemany, @teortaxestex, @cgasparino, @gtconway3d, @lrozen, @billkristol, @murtuza_merc, @chrisrmcguire, @rwpusa, and @knowledge_vital. Bluesky: @johnsipher
Forums: Hacker News, r/law, r/behindthebastards, r/politics, and r/politics
| Joey Roulette / Reuters: |
Amazon loses 40 Leo satellites after ULA's Vulcan rocket fails 10 minutes into flight, marking the first mission failure for the Boeing-Lockheed joint venture — A Vulcan rocket owned by United Launch Alliance, the joint venture of Boeing (BA.N) and Lockheed Martin (LMT.N) …
More: Ars Technica, GeekWire, The Verge, New York Post, and Bloomberg
| Financial Times: |
The US and Pax Silica allies, including Japan, the UK, and India, agree to create a joint list of AI technologies and supply chains to protect from China — Pact comes ahead of Donald Trump's meeting with Xi Jinping at the Asia-Pacific Economic Cooperation forum in Shenzhen
More: Bloomberg, Seeking Alpha, and NewsMax.com
Zoho:
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards. A week later you're flipping through them, trying to remember which one wanted …
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards. A week later you're flipping through them, trying to remember which one wanted … Sponsor Post
| Ben Cottier / Epoch AI: |
Analysis: Huawei's Horinger data center, among China's largest for AI, has ~7% of the compute of SpaceX's Colossus 2 and may stay far behind until at least 2028 — This is a condensed version of a longer report on our website — Huawei, China's biggest AI chip developer, is drawing on China's abundant energy to build data centers.
X: @kimmonismus
| Bloomberg: |
Sources: Anthropic's IPO is ~7x oversubscribed; Anthropic and some of its backers are seeking to raise up to $90.4B via the IPO and a separate private placement — The startup is set for the biggest IPO of all time, putting AI investors' hopes and dreams — and fears — onto a frontier model maker.
More: Taipei Times and The Decoder
| Corbin Bolies / Variety: |
Inside the first AI Music Awards in Los Angeles, featuring AI announcers, lip-syncing, and human stand-ins, as the ceremony was mired in technical issues — I knew things were a little off when the first thing I heard on my walk to the AI Music Awards was “the winner...” followed by the sweet voice of Kelly Clarkson.Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards.
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain:
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.Featured Podcasts
Lenny's Podcast:
Meta's Muse: How we launched the most successful consumer product this year | Mona Sarantakos
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Big Technology Podcast:
Special Report: The Fall Of Jensen Huang & What Comes Next
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Machine Gods:
The 10 Biggest Losers from Jensen Huang's Fall + The METR Report That Scared Us
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
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The Upstarts Podcast:
The $1.4B Startup Deciding What You See When You Shop Online | Sequen's Zoë Weil
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
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Too soon to call it a vibe shift?
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Channels with Peter Kafka:
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Newest
Bloomberg:
Sources: Anthropic's IPO is ~7x oversubscribed; Anthropic and some of its backers are seeking to raise up to $90.4B via the IPO and a separate private placementFind
40 minutes ago
Joey Roulette / Reuters:
Amazon loses 40 Leo satellites after ULA's Vulcan rocket fails 10 minutes into flight, marking the first mission failure for the Boeing-Lockheed joint ventureFind
65 minutes ago
Ben Cottier / Epoch AI:
Analysis: Huawei's Horinger data center, among China's largest for AI, has ~7% of the compute of SpaceX's Colossus 2 and may stay far behind until at least 2028Find
1½ hours ago
Associated Press:
Megaspeed says Alice Huang left in August 2025 and has no current role, and that it runs a “legitimate and lawful business” as it opens an internal probeFind
3½ hours ago
Financial Times:
Sources: Jensen Huang has discussed a comeback as Nvidia CEO with confidants, as allies form a “war room” to lobby for his return and seek White House supportFind
4½ hours ago
Mackenzie Hawkins / Bloomberg:
Sources: Nvidia appealed to Taiwanese officials after its manager was charged over chip smuggling, and sought advice from TSMC, which declined to get involvedFind
4½ hours ago
Financial Times:
The US and Pax Silica allies, including Japan, the UK, and India, agree to create a joint list of AI technologies and supply chains to protect from ChinaFind
5 hours ago
From Mediagazer
Angela Fu / Poynter:Linda Hourani / The Kyiv Independent:
Jesse McKinley / New York Times: