THE RUNDOWN

Nvidia CEO Jensen Huang has acknowledged an affair with Alice Huang, an executive at Megaspeed, who has separately been flagged as a suspected Chinese spy. Nvidia's board has opened a formal investigation, and the stock dropped more than 4% on the news — triggering what securities lawyers are already calling a race to file lawsuits. What makes this messier: a short-seller firm, Culper Research, says it raised red flags about Jensen's unusually close ties to Alice Huang six months ago, and Wired reports that Nvidia quietly retained a PR firm with a track record of managing high-profile personal scandals all the way back in October 2025. Jensen has since pulled out of both an ElevenLabs summit and an Anthropic event.

President Trump addressed reporters at the White House today and confirmed he's aware of the Jensen Huang situation. The geopolitical stakes are real — Nvidia's chips are the foundation of advanced AI development in the US, and any suggestion that China could benefit from the CEO's relationships is the kind of thing that sends Washington into overdrive. The question of what, if anything, China might extract from this situation is now being taken very seriously in policy circles.

While Nvidia's drama dominated headlines, Anthropic had a genuinely big day of its own. The company announced two new AI models — Claude Fable 5.2 and Claude Mythos 5.2 — built specifically for tackling complex technical challenges. On top of that, the Wall Street Journal reports Anthropic is expected to set its IPO valuation range this week, which would be a major moment for the AI industry and signal just how much investor appetite remains despite a crowded market.

Apple has started selling $50 'Intelligence Usage Packs' for creators who hit the monthly limit on AI features inside Logic Pro's Creator Studio. It's a notable shift — Apple has mostly kept Apple Intelligence free, but this suggests the company is starting to monetise heavier AI usage. If this model extends beyond Logic Pro, it could change how everyday iPhone users think about what 'free' AI actually means.

Hotel chain Wyndham is facing serious questions after researchers found a hardcoded credential buried inside its customer app — the kind of basic security mistake that lets virtually anyone access customer data. The company has refused to confirm whether it even has the ability to detect who accessed the exposed information, which is exactly the kind of non-answer that tends to invite regulators. If you've used Wyndham's app recently, it's worth keeping an eye on your personal data.

A newly discovered vulnerability — bluntly nicknamed '*sshole' by researchers — is allowing hackers to SSH into Linux devices remotely, and it's already under active exploitation in the wild. If you manage Linux servers or infrastructure, patching this one isn't optional. It's a reminder that foundational internet security remains as fragile as ever.

Here's a quieter but genuinely exciting story: geothermal energy company Fervo now has $12 billion in orders for its power technology, and it's targeting natural gas as its main competition as it drives down drilling costs at an 8.4 GW resource in Utah. Geothermal has long been the underdog of clean energy, but those order numbers suggest the industry might finally be hitting its stride.

After a prolonged disagreement over data sharing and chart methodology, YouTube will resume feeding streaming data to Billboard — but not until 2027. The new formula gives more weight to free, ad-supported streams, which is a meaningful shift for African artists whose audiences largely stream for free. It could quietly reshape who gets chart recognition in the years ahead.

Paramount Skydance CEO David Ellison told investors this week that AI could be 'the biggest creative unlock in modern history' for filmmaking — bigger, he thinks, than CGI. It's a bold claim, and one that'll land differently depending on whether you're a studio executive or a visual effects artist. Either way, Hollywood's relationship with AI is clearly moving from experiment to strategy.

That's your November 10 rundown. The Nvidia story is going to keep moving fast — stay close.