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Welcome back, AI Admirers!
Breaking News: Jensen Huang has resigned as CEO of Nvidia after 33 years, effective immediately. CFO Colette Kress is now interim CEO, and the board has started the search for the person who will run the most important company in AI.
Get ready to dive into the latest happenings in AI.
📢 Today's Headline:
Jensen Huang is out at Nvidia
Google gives everyone its new Gemini 4 model
A Microsoft outage breaks AI tools, and a lawsuit wants AI paused
Try This: write your own handover plan in 2 minutes
Money Moves & Tools Worth Your Time
Today’s Poll and Results
Read time: 4 minutes. Short on time? Read By the Numbers and you’re caught up.
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By the Numbers
⏳ 33 years
How long Jensen Huang led Nvidia before resigning on Thursday. The company had never had a board chair until this week.
📉 $493 billion
What Nvidia's market value has shrunk by in a week, from $4.498 trillion at last Friday's close to $4.005 trillion on Thursday, per Yahoo Finance.
⚡ 2.5x
How much faster Google says its new Gemini 4 Hydrogen model is than Gemini 3.8 Flash. It is rolling out to everyone in the Gemini app.
Hand-picked News
The man who built the AI chip empire is gone, and nobody knows who replaces him.
What happened: Nvidia's board said Thursday that Huang resigned as president, CEO and board member, effective immediately. CFO Colette Kress is interim CEO, and Harvey Jones becomes the company's first-ever board chair. A person familiar told CNBC the board had decided the night before to oust him.
Why it matters: Huang ran Nvidia for 33 years and built it into the roughly $4 trillion company behind the AI boom. The board says operations, customer commitments and the product roadmap will continue without interruption.
What’s next: The board will consider internal and external candidates for permanent CEO. Prediction markets put Nvidia VP Ian Buck in front at roughly 40%, and President Trump has floated former Apple CEO Tim Cook. Nvidia still reports earnings on November 17, and Huang has agreed to testify before Congress before Thanksgiving, according to Rep. Brian Mast.
Nvidia spent 33 years with one leader. Now it has days to face Wall Street without him.
🏆 Who wins, who loses: Rivals like AMD get an opening while Nvidia sorts out its leadership. Customers who built everything on Nvidia get a reason to line up a second supplier.
Google's newest AI family now has a fast model anyone can use, starting today.
What happened: Google launched Gemini 4 Hydrogen, a faster and more cost-efficient model in its Gemini 4 line. It is rolling out to everyone in the Gemini app, Google Search and Google AI Studio.
Why it matters: Google says Hydrogen finishes tasks 2.5x faster than Gemini 3.8 Flash and makes more than 5x fewer made-up claims. It also has four thinking levels, so you can trade speed for depth.
What’s next: Google Search now runs on Hydrogen worldwide, with more tables and images in answers to complex questions.
The best everyday AI model keeps changing. This week it's Google's turn.
🎯 Try it: Open the Gemini app, pick Hydrogen in the model drop-down and give it a task you normally hand to ChatGPT. Compare the two answers.
If your AI assistant couldn't read your email yesterday, this is why.
What happened: A global Microsoft outage hit Outlook, Teams and other Microsoft 365 apps on Thursday and lasted more than five hours, ANI reports. Outlook problem reports on Downdetector peaked above 138,000.
Why it matters: The outage also broke the Microsoft 365 connectors that ChatGPT and Claude use to reach email and calendars. One truck maker, Workhorse, even delayed its earnings report because of it.
What’s next: Microsoft said users would see a gradual recovery as capacity was restored.
One company's bad day became everyone's bad day.
⚠️ The catch: An AI assistant is only as reliable as the apps it plugs into. Keep a manual way to do anything urgent.
A group of nonprofits is asking a court to stop the biggest AI labs from building anything more powerful.
What happened: Nonprofits including Public Citizen sued OpenAI, Anthropic, Google, Meta and SpaceX's AI division in San Francisco on Thursday. They want a court order barring further development of the most advanced AI models.
Why it matters: The suit uses the companies' own words against them, citing warnings from leaders like Dario Amodei and Elon Musk that AI could threaten civilization. Meta declined to comment, and the others did not immediately respond.
What’s next: Florida and eight other states already have their own cases against OpenAI. An OpenAI spokesperson said the company has paused training its most capable models until more safeguards are in place.
The labs said AI was dangerous. Now someone is holding them to it.
👀 What to watch: Florida's pending request to bar OpenAI from building new models without outside oversight. A ruling there would show how far courts are willing to go.
Try This Today
⚡ Write the handover plan you'd need if you were out tomorrow
Nvidia's CFO became CEO overnight. Could someone step into your job that fast? Copy this prompt into ChatGPT, Claude or Gemini:
Act as my chief of staff. Here are my main responsibilities and recurring tasks: [paste your list]. Turn this into a one-page handover document someone could use to cover for me tomorrow. Include priorities, weekly routines, key contacts to fill in, open decisions and where things are stored. Flag anything that only exists in my head.
Works for managers, founders and anyone planning time off before the holidays.
Quick Poll
Today’s Poll (one tap to vote):
Jensen Huang is out at Nvidia. Who should run the company next?
Vote today, see the results tomorrow!
Previous Poll:
Nvidia's board may remove Jensen Huang. Can Nvidia stay on top without its founder?
A: Yes, the chips sell themselves 💪 – 100% 🏆
B: No, Huang is Nvidia 👑 – 0%
Every vote went the same way: Nvidia will be fine. A day later, Huang is gone and that confidence is about to be tested. Today's poll asks the harder question of who should replace him.
Money Moves
🏭 TSMC plans to put up to $1B into OpenAI and Anthropic - The chipmaker that builds AI chips now wants to own a piece of its biggest customers, up to $500 million in each.
🇬🇧 Fractile raises $720M at a reported $7B valuation - The UK chip startup wants a slice of Nvidia's market, and the timing could not be better.
🤖 Agile Robots lands $500M from SoftBank - At $8.5 billion it is described as Europe's most valuable robotics startup.
🛡️ Uforce raises $700M at a $6B valuation - It is the biggest defence investment yet for the UK wealth fund backing it.
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