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2026-11-13

Content is auto-organized by AI from public feeds for reference only. Verify important facts at the original source.

Today, conversation centered on how leadership shifts at major AI firms are reshaping markets. NVIDIA's leadership transition pushed shares lower, with attention on how the company manages the handover. Google's wider model and API availability, along with Anthropic's IPO plans and data center energy moves, also drew steady interest across the sector.

2026-11-13 AI briefing

  1. NO.012236Flat

    Nvidia stock plunges after Jensen Huang resigns, with retail investors buying the dip

    Jensen Huang has stepped down as Nvidia's president, CEO and director, with CFO Colette Kress serving as interim CEO while an external search for a permanent leader, reportedly including Apple's Johnny Srouji, moves forward. The announcement triggered a sharp sell-off that wiped out roughly $550 billion in market value this week, yet retail investors bought the dip at a record pace. The U.S. Senate Banking Committee has also asked Huang and the Commerce Secretary to testify in December; accounts of the departure rationale remain divided.

    华C钛BBI+2935 sources·154 reports
  2. NO.02Rising1463↑ 9%

    Google Opens Gemini 4 Hydrogen to All Users as High-Speed Model

    Google DeepMind has officially released Gemini 4 Hydrogen and opened it to all users, with free access through automatic model selection in the Gemini app and availability via AI Studio and the Gemini API. Positioned as a fast, low-cost option, it targets everyday coding and Agent workflows with 1M context and flat pricing of $1.50 per 1M input tokens and $7.50 per 1M output tokens. Reported benchmark scores and cost comparisons still differ across sources.

    XMCVDE+1521 sources·36 reports
  3. NO.03Surge1429↑ 202%

    Jensen Huang exits as NVIDIA CEO, leadership vacuum lingers

    Jensen Huang has stepped down as NVIDIA CEO and board member, with CFO Colette Kress serving as interim CEO while no clear successor has been named, leaving the company in a leadership vacuum. Internally, over 97% of voting employees urged him to stay, and flowers and candles appeared outside the headquarters, though the board has not responded. Reports differ on whether personal scandal triggered the resignation.

    BNBF+1216 sources·37 reports
  4. NO.04Surge785↑ 62%

    Anthropic hires gas supply lead to power data center expansion after IPO

    Anthropic is hiring a gas supply and transportation lead to secure energy for large-scale data center build-outs after going public, according to Business Insider. Earlier reports say its IPO drew roughly six times oversubscribed demand and could raise up to $90.4 billion, while Nvidia's $10 billion private commitment is being reassessed after its CEO's abrupt departure. Anthropic and underwriters have not publicly confirmed the subscription or offering figures.

    华B钛BIA+410 sources·11 reports
  5. NO.05Surge673↑ 195%

    Microsoft races to fix global outage hitting Outlook, Teams and Copilot

    Microsoft is racing to restore Outlook, Teams and Copilot after a widespread global outage disrupted services across dozens of countries, with tens of thousands of users affected. The company confirmed that multiple servers went offline unexpectedly, overloading the remaining infrastructure, and stressed the incident was not caused by a traffic surge or a cybersecurity event. The disruption also hit connectivity components for AI services from OpenAI and Anthropic that rely on Microsoft cloud infrastructure.

    华NFB3+38 sources·9 reports
  6. NO.06509↓ 8%

    Anthropic lines up Nasdaq listing for November 19 as IPO enters final stretch

    Anthropic's IPO is heavily oversubscribed, with a fully diluted valuation near $1.4 trillion, a reduced funding target of $64.4 billion, and a pricing range of $70 to $78 ahead of its planned Nasdaq debut on November 19. Vanda Research projects roughly $250 million in retail buying on the first trading day, roughly double SpaceX's earlier record. Deutsche Bank's cited range of $70 to $120 per share remains unconfirmed by Anthropic or its underwriters.

    TFXH量+813 sources·25 reports
  7. NO.07Rising504↑ 10%

    Google launches Gemini Decisions API as Perplexity open-sources Decider v1.3

    Google has launched the Gemini Decisions API, powered by the Gemini Decision 1 model, which scores up to 1,000 closed-set options across text, images, audio, video, and PDF in a single forward pass, priced at $0.10 per 1M input tokens with free output and available via Google AI Studio. According to DEV Community, Perplexity then open-sourced Decider v1.3, also separating decision-making from text generation for one-pass routing, checking, and filtering. The materials do not clarify whether the two efforts fully overlap in use cases.

    DIV智S+813 sources·16 reports
  8. NO.08482Flat

    Cerebras signs Microsoft deal, lifting remaining performance obligations to $26.1B

    Cerebras announced a new agreement with Microsoft during its Q3 2026 earnings call, adding the company as a hyperscale cloud customer alongside AWS and Oracle. As of September 30, 2026, Cerebras reported remaining performance obligations of $26.1B. Its earlier disclosure showed Q3 revenue of $230.9M, up 70% year over year, though reports differ on whether the company posted a quarterly profit.

    I东STC+27 sources·8 reports
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