The Polylog AI Intelligence Brief

Morning Edition · Friday, November 13, 2026

Tech

Jensen Huang resigns as Nvidia chief executive, and finance chief Colette Kress takes interim control

Nvidia shares fell as much as 14% before closing about 4% lower, five days before earnings. US and Singaporean investigations into the Nvidia customer Megaspeed are still open.

2 sources
Plausible

Tech

Google's Gemini 4 Hydrogen scores 54 on the Artificial Analysis index, ahead of the larger Argon, at a lower list price

Hydrogen lists at a reported $1.50 per million input tokens against Argon's $2 introductory rate, which doubles after November 30. Google is also putting the model into Search worldwide.

3 sources

Tech

Anthropic ships Claude Fable 5.2 to all customers and restricts the same model, as Mythos 5.2, to verified cyber and life-science users

Fable 5.2 costs $8 per million input tokens and $40 per million output tokens, down from $10 and $50 for Fable 5.1. An independent Zapier benchmark still places it behind Gemini 4 Carbon.

1 source

Markets

Anthropic starts its IPO roadshow at $70 to $78 a share, implying a fully diluted valuation of up to $1.404 trillion

The company plans to sell 825 million Class A shares on Nasdaq under the ticker ANT. One outlet reports pricing on November 18, as AI stocks fall and Nvidia changes leadership.

2 sources

Markets

US regulator extends review of Nvidia GPU rental futures to January 8, delaying CME's compute contracts to 2027

The Commodity Futures Trading Commission cites opaque rental prices and supplier concentration as manipulation risks. Kalshi is reported to be raising money for a rival compute futures venue.

1 source

Tech

AMD says its Mext software keeps up to 99% of server performance with half the DRAM by moving cold pages to NVMe

The headline figure comes from one Spark workload on Azure, and an AMD chip-design test kept 80% of performance with 75% of memory on flash. Customers must buy a license, and the Linux driver is closed source.

1 source

Tech

Anthropic reports the first 3D structure of a bacterial vault particle, solved with Claude assisting the lab work

Seven of 15 candidate proteins assembled into vault-like particles and cryo-EM confirmed four structures. Anthropic also lists two Claude errors, one of which cost about two weeks.

1 source

Tech

Map2SLAM preprint wraps a frozen streaming 3D model in a revisable map and cuts trajectory error by more than 40% against uncalibrated baselines

The method trains only a lightweight retrieval head, runs above 28 frames per second on a China-market RTX 5090D, and still trails a calibrated baseline on Oxford Spires.

1 source

Tech

OpenAI publishes a run of Codex customer cases claiming 50% engineer output gains and product changes shipped in one to two days

The figures come from OpenAI's own case studies of Amplitude, Gondola and Holiday Extras. Meanwhile an open add-on gives Claude Code and Codex 79 game-development skills across 12 engines.

5 sources

Tech

Google and Samsung open preorders for Gemini smart glasses at $395, with shipping on December 10 and iPhone support

Warby Parker frames start at $395 and Gentle Monster frames cost $449 to $489. Google is adding face redaction for Gemini as it enters a market where Meta sells glasses at $299.

1 source

Tech

AWS chief Matt Garman says orbital data centers are unlikely to be practical for a decade or two

Garman cited launch capacity of less than one launch a day. He is contradicting Elon Musk's and Google's plans for computing in orbit as all three companies compete for scarce power on the ground.

1 source

Tech

More than 50 countries sign France's Children First Declaration, and OpenAI and Anthropic pledge child-safety research money

OpenAI commits $2 million to shared tools for measuring risks to young people. The French-led pledge names no body to test or enforce its standards.

2 sources
Plausible