Nvidia's board investigates whether Jensen Huang was a foreign intelligence target after he confirmed an affair that sent shares down.
Huang testifies to Congress Wednesday as Nvidia lacks a clear succession plan and questions mount about his leadership.
Microsoft says AI tools boost revenue per seller about 10%, with over 100 internal case studies.
Nvidia board investigates Jensen Huang over China spy link
Funding and deals
Electronic Arts. Video game publisher going private; Bing Gordon says private ownership could make it nimble and creative again, or it may keep making sequels .
Unity. Silver Lake and PIF are reportedly looking at the game engine maker .
Guest interviews
Phoebe Liu, reporter at The Information covering Nvidia and the chip industry. Many of the people she has spoken to think Jensen Huang's job is at risk, though it is too early to tell, and Nvidia has no clear succession plan . She expects a government investigation alongside Nvidia's independent board and outside counsel probe, with the outcome determined next year or the year after . She says the story will change how Washington views Nvidia, and that a few weeks is too short a time for it to go away .
Bing Gordon, venture investor. Gordon calls himself an AI optimist heading toward an era of abundance and says data center builders got bad PR by treating communities as a free resource . He suggests giving children within 50 miles of a data center free tokens through school and graffiti rights on the building . He predicts two kinds of agents, anonymous ephemeral ones and personal agents with memory, and expects people to have robot friends, citing Maja Matarić at USC .
Katy George, Microsoft corporate vice president of AI and Work Transformation. Microsoft has seen about a 10% increase in revenue per seller as sellers adopt AI tools, and token budgets are set by group, with heavy users treated as best-practice leaders to emulate rather than reined in . The supply chain runs over 100 agents that cut risk and downtime, and her team has documented over 100 AI case studies . Next comes hill climbing and frontier tuning, which captures human reinforcement learning to train agents .
Alejandro Matamala-Ortiz, co-founder and chief innovation officer of Runway. Runway released Call Agent 2.0, a creative agent for advertising and film, and is experimenting with real-time video avatars . He says robotics could become Runway's largest area within three years, alongside media and gaming, and that more AI adoption means more creative talent is needed, the opposite of Canva's 22% layoff . AI is not doing the creative work, and Runway will keep implementation in-house rather than outsource it .
News
Nvidia board probes Huang over foreign spy link. Nvidia's board opened an investigation after reports that CEO Jensen Huang was the target of a foreign intelligence effort, and he confirmed an affair to employees . Shares fell, and he briefs Congress in a closed session on Wednesday .
Nvidia customer Megaspeed tied to chip smuggling. The New York Times and others report that Megaspeed, a Singapore-based Nvidia customer, helps divert AI server chips into China . Alice Huang was formerly a large shareholder and executive there .
Beijing stalls Nvidia's older H200 chip sales. The US allows only limited quantities of Nvidia's older H200 chip to be sold to China, and reporter Phoebe Liu says Beijing is now holding up those sales . Nvidia has stopped forecasting any China revenue .
