1Highlight: Jensen Huang quits as Nvidia CEO with immediate effect; CFO Colette Kress is interim CEO.
2Malaysia drafts a law to track imported AI chips; GXO plans up to 1,000 Apptronik humanoids if trials succeed.
3Google puts Gemini 4 Hydrogen into Search for all users; United Airlines will block AI agents from bookings.
Highlight of the day
Big Tech
33 years
Huang led Nvidia from its founding in 1993 until 12 November
Merged from 7 sources
★ Highlight of the day
Jensen Huang quits as Nvidia CEO after affair and spy-link reports
Nvidia said on 12 November (US time) that co-founder Jensen Huang has resigned as president, chief executive and board member with immediate effect, ending 33 years in charge. Chief financial officer Colette Kress becomes Interim CEO A temporary chief executive who runs a company until a permanent one is chosen. while the board searches for a permanent successor, according to Nvidia's statement as reported by Lowyat.net and TechNode Global.
What we learned
The exit follows a week of reports. On 8 November Huang admitted an affair with Alice Huang (no relation), a former executive of Singapore-based Cloud computing Renting computers in someone else's data centre over the internet instead of buying your own. firm Megaspeed whom US officials reportedly suspect of being a Chinese intelligence asset; Beijing denies she is a spy. On 11 November The New York Times reported a second affair, with Nvidia healthcare vice-president Kimberly Powell, who reported to him.
Nvidia also named former Synopsys chief executive Harvey C. Jones as its first-ever board chair. The board says operations, customer commitments and the product roadmap will continue without interruption, and it will consider internal and external candidates for CEO.
Nvidia shares fell more than 10% in Pre-market trading Buying and selling of shares before a stock exchange's normal opening hours, often an early sign of how investors react to news., Reuters reported via Rappler. One fund manager told Reuters the product roadmap is visible for years; the risk is execution, because Huang personally coordinated deals with cloud firms, suppliers and AI labs.
Megaspeed, an official Nvidia cloud partner, says it is cooperating with US Commerce Department inspections and has hired a US law firm to count its GPU A powerful computer chip, originally for graphics, that is now the main hardware used to train and run AI.. Singapore's Home Affairs Ministry says its own probe into servers exported via Singapore to Malaysia did not involve espionage, SoyaCincau reports.
Why it matters: Nvidia makes the chips most AI runs on, so who leads it affects supply, prices and the US export rules that reach Malaysia's Data centre A large building full of computers that store data and run online services and AI, and that uses a lot of power and water. boom. Watch who becomes permanent CEO and whether Washington tightens chip rules for South-east Asia.
Nvidia CEO Jensen Huang resigns amid affair and alleged Chinese spy scandal · SoyaCincauRead ↗
Nvidia CEO Jensen Huang steps down in big blow to AI boom · Rappler (Reuters)Read ↗
Megaspeed, Singapore-registered Nvidia cloud customer, cooperating with US export inspections · TechNode GlobalRead ↗
Jensen Huang Is Out. Everything in AI Is Now Up for Grabs. · The AI Daily BriefWatch ↗
Jensen Huang just pulled out of Nvidia... · FireshipWatch ↗
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More stories today
Malaysia
4
things data centre operators may have to disclose: identity, location, electricity use and GPU imports
Merged from 3 sources
Malaysia
Malaysia drafts law to stop AI chips passing through to other countries
Investment, Trade and Industry Minister Johari Abdul Ghani said on 12 November that Malaysia will check whether Speedmatrix Sdn Bhd, the Malaysian subsidiary of Singapore's Megaspeed, Re-export Sending imported goods on to another country instead of using them where they first arrived. imported GPU A powerful computer chip, originally for graphics, that is now the main hardware used to train and run AI. to China, Lowyat.net and TechNode Global report. He also said a new law is being drafted to track AI chips in Data centre A large building full of computers that store data and run online services and AI, and that uses a lot of power and water..
Key learnings
Johari said Malaysia has had no formal request from foreign authorities about Speedmatrix, but would help any investigation. Buying GPUs for its own data centre would be no problem; re-exporting them in breach of restrictions would need a closer look.
The planned law, separate from the Digital Infrastructure (Data Centre) Bill, would make operators and Hyperscaler A very large cloud company, such as Amazon Web Services, Microsoft or Google, that rents computing power to businesses worldwide. disclose who they are, where their facilities are, how much electricity they use and how many GPUs they import, to stop Transshipment Moving goods through a middle country on their way somewhere else, sometimes used to get around trade rules. of advanced chips.
The concern is firms that rented data centre space here, imported GPUs and shipped them on without using them. Johari said Malaysia has no specific law to stop such chip movements, so the ministry is checking whether existing laws can be used. Malaysia began controlling exports of US-origin AI chips last year.
Allegations about Megaspeed, summarised in Fireship's 12 November video from Short seller An investor who bets a company's share price will fall, and sometimes publishes research arguing why. Culper Research and press reports, include renting Nvidia chips housed in Malaysia to Chinese firms. These are allegations, not findings; Megaspeed says it is cooperating with US inspections.
Why it matters: Malaysia wants data centre investment without becoming known as a Backdoor A hidden way into a computer or system that lets an attacker get back in later without the owner knowing. for restricted chips, which could invite US penalties. Operators and their customers should expect more paperwork on where every GPU ends up.
Malaysia To Review Alleged NVIDIA Chip Re-Exports, Draft Data Centre Law · Lowyat.netRead ↗
Malaysia reviewing existing laws to prevent country from being GPU re-export hub - report · TechNode GlobalRead ↗
Jensen Huang just pulled out of Nvidia... · FireshipWatch ↗
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Robots
1,000
Apollo robots over four years, only if agreed targets are met
Merged from 4 sources
Robots
GXO plans up to 1,000 Apptronik humanoid robots in its warehouses
Logistics company GXO said on 12 November (US time) that it has signed a Letter of intent A written statement that two companies plan to do a deal, made before the final, binding contract is signed. with Apptronik to widen trials of the Apollo Humanoid robot A robot built roughly in the shape of a person, with arms, a torso and often legs or wheels., aiming for up to 1,000 robots worldwide over four years if the robots meet agreed targets.
Key learnings
From 2027, Apollo will be tried in live warehouses on picking items, moving cases and totes, packing and sorting. Each job will be judged against productivity, safety and operational targets agreed by both companies.
The first deployment is planned for North America in late 2027. GXO would pay for the robots as a service, under a Robotics-as-a-Service Renting robots for a regular fee that covers the machines and their upkeep, instead of buying them outright. model, rather than buying them outright.
The 1,000 figure is conditional, not an order. The firms have not said which sites, how many robots start, or the price. GXO says Apollo finished a US pilot picking small consumer goods earlier this year.
GXO chief executive Patrick Kelleher told FreightWaves he expects humanoids to cost US$15 to US$20 an hour all-in within two years (about RM61 to RM81), HumanoidMegaHub reports. That is a forecast, not a measured result.
Why it matters: Humanoid robots are moving from demos to contracts with pass-or-fail tests. For warehouse operators, the hourly cost target is the number to watch.
GXO and Apptronik expand partnership to scale humanoid deployment · GXORead ↗
GXO could deploy 1,000 Apptronik humanoid robots over four years · DC VelocityRead ↗
Inside GXO's plan for up to 1,000 Apptronik humanoids · HumanoidMegaHubRead ↗
GXO Plans to Deploy Up to 1,000 Apptronik Humanoid Robots · Machine DawnRead ↗
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Search
All users
Gemini 4 Hydrogen is live in Google Search globally, Google says
Search
Google puts its Gemini 4 Hydrogen model into Search for everyone
Google said on 12 November (US time) that Gemini 4 Hydrogen is now available globally in Google Search for all users, calling it the biggest model upgrade to Search yet.
Key learnings
Google says Search can now handle long, multi-part questions, awkward typos and very specific requests, and follows instructions more precisely.
It leans on 'Query fan-out When an AI search tool splits your question into many smaller searches, runs them at once and combines the results.': running many searches at once across the sub-topics of your question. Google says this links you to a wider range of websites than before.
Answers should be more visual, with more images, comparison tables and small custom tools, and Google says responses improve in every language AI Mode supports.
These are Google's own claims; the post gives no test results or figures.
Why it matters: Search is still how most people look things up, so this reaches far more people than a new chatbot. Check important AI answers against the linked sources, especially on health or money.
Google Search gets a major upgrade with Gemini 4 Hydrogen · Google (The Keyword)Read ↗
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AI agents
Check-in
still needs a human to confirm bag contents, United says
Merged from 2 sources
AI agents
United Airlines will block AI agents from booking and managing flights
United Airlines said on 11 November (US time) that it will stop AI agent An AI program that can take actions for you, like writing code, filling forms or moving items, not just answering questions. from managing customers' reservations and buying flights, citing cybersecurity, privacy and legal risks, The Record reports.
Key learnings
United warns that sharing Login credentials The details that prove who you are to a website or app, such as a username, password or one-time code. with a personal AI assistant can expose sensitive information and lead to unintended purchases, account changes or use of MileagePlus miles.
It says automated actions could also break US aviation rules, because check-in needs a human to confirm that bags do not contain banned items such as explosives.
The block covers United's own website and app and, separately, bookings made through aggregators and agencies. Bank of America told customers last week never to share user IDs and passwords with agents.
An identity-verification company boss quoted by The Record argues that blocking agents only delays the problem, and that verified identity Token A small chunk of text, roughly part of a word, that AI models read and write; AI usage and pricing are counted in tokens. are a better long-term answer.
Why it matters: If you use an AI assistant for travel, some airlines and banks may start refusing it. Never paste airline or bank passwords into an AI chat, and do sensitive steps like check-in yourself.
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