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Friday 13 November 2026 edition

AI Watch, Friday 13 November 2026Jensen Huang leaves Nvidia with no named successor

Masteria editorial team, led by Mathias Nizan · , 7:44

Jensen Huang resigned from Nvidia on Thursday, undone by revelations of affairs and a suspected espionage case, leaving a $4.5 trillion company with no number two and no succession plan.

  • Europe is coordinating its oversight of AI hiring, China is betting on a compute shortage through 2028, and Google is launching Gemini 4 Hydrogen.
13 stories13 sources7 min read
Top story
Cited in the analysis

Jensen Huang resigns from Nvidia, with no successor in place

Nvidia's co-founder and CEO, who had led the AI chipmaker since 1993, stepped down from the top job and the board on Thursday 12 November with immediate effect.

His departure follows the admission of an affair with Alice Huang, an executive at the Singapore-based company Megaspeed, suspected of channelling restricted Nvidia chips to China, then the New York Times revelations of a second extramarital relationship, with an employee under his direct authority.

The stock fell as much as 14% at the Wall Street open, taking the value wiped out since the affair began past $1 trillion. Colette Kress, chief financial officer since 2013, is serving as interim chief; Harvey Jones becomes the board's first chair, and quarterly results are due on 17 November.

Huang, who has agreed to testify before Congress, leaves a company built around a single man, with no number two and no succession plan.

SourceLe Monde

Europe and France

Europe's data protection authorities open a coordinated action on AI hiring

Meeting on 10 November 2026, the European Data Protection Board (EDPB, which brings together the CNIL and its counterparts) chose the use of artificial intelligence in recruitment as the theme of its sixth annual coordinated enforcement action.

Regulators across the twenty-seven member states will jointly investigate the tools that sort applications, score interviews, or shortlist candidates. The EDPB also adopted a statement on South Korea's adequacy and its final recommendations on binding corporate rules (BCRs).

For a French HR department, using automated CV-sorting software now falls within the sights of a concerted European review.

SourceCNIL

France opens an international centre for defence AI in Rennes

The government will launch ICAID on 20 November, a centre dedicated to artificial intelligence applied to the military, open to allied armed forces and aiming for operational capability during 2027. The project wants to gather foreign partners around a shared technology base, covering intelligence processing, cybersecurity, and decision support. The choice of Rennes draws on a local ecosystem already built around cyberdefence.

SourceClubic

Wikimedia and Next join forces against AI-generated news sites

Wikipedia has found more than 30,000 references and footnotes drawn from 2,187 sites identified by the outlet Next as generated "in whole or in part", and in some cases "massively", by AI. These sites account for more than 10% of the nearly 20,000 generative-AI sites catalogued in Next's database.

The alliance aims to protect the encyclopedia, whose reliability rests on the quality of its sources, from contamination by automated content that is hard to trace.

SourceNext

International

Google launches Gemini 4 Hydrogen and puts it at the heart of Search

Google DeepMind presented Gemini 4 Hydrogen on 12 November, a new model that now powers Google Search's AI mode. The company says it handles complex questions better: multi-part requests, typos that are hard to read, specialised queries, which the model breaks down to process each element separately.

The model is available now in Search, the Gemini app, and every tier of the Google offering. The stakes go beyond raw performance: by placing its latest model inside the engine that billions of people use, Google is trying to hold on to search usage as ChatGPT captures a growing share of queries.

United Airlines bars AI agents from booking flights

The US carrier United announced that it will not allow AI assistants to buy tickets or manage reservations on its behalf, citing cybersecurity and data protection risks. The decision runs directly against the prevailing talk of agents meant to act for us in buying and planning. It also shows that these agents still generate few real transactions, according to the outlet Next.

The platforms that own the customer relationship set their terms before letting software into the transaction, and security serves here as the first reason to shut the door. TechCrunch,

SourceNext

OpenAI tops $10 billion in quarterly revenue, but loses heavily

According to figures reported by Bloomberg and not confirmed by the company, OpenAI passed $10 billion in revenue over a single quarter for the first time, carried by sustained demand for its models. The company nonetheless keeps piling up considerable losses, a sign that its margin remains negative despite surging income.

The same day, Siècle Digital reports that Anthropic is preparing a share sale that would be worth about $250 million to each of its seven founders. The two labs are moving on opposite financial paths: one takes in money and burns it, the other is about to cash in its equity.

China and Asia

SMIC bets on a compute shortage through 2028

China's leading foundry, SMIC (Semiconductor Manufacturing International Corporation, which makes chips on behalf of other companies), expects the breakneck building of data centres to keep AI computing power scarce for two more years, through the second half of 2028.

The forecast lands as the Huang scandal threatens to tighten US restrictions on China's access to advanced processors, which would speed up the shift of Chinese demand towards domestic foundries. For SMIC, every turn of the screw in Washington translates into more orders at home. The Nvidia affair could therefore strengthen the Chinese champion it was meant to contain.

A former ByteDance researcher claims the best AI model for drug discovery

Quanquan Gu, a former AI scientist at ByteDance, has launched a model called NovaAtom-Lite through his new company Geodesic Intelligence, designed to predict the structure and interactions of biomolecules, a key step in the search for new treatments.

According to its founder, the model beats several benchmark systems on the independent FoldBench test suite, across several drug-discovery tasks. The announcement intensifies an already crowded competition around AI applied to the life sciences, where American and Chinese labs meet.

The claimed performance rests for now on the company's own communications, and needs confirmation by third-party teams.

Research

Research and papers

For technical teams

Google DeepMind unveils AlphaGenome 2, to understand how cells read DNA

The model predicts how a variation in DNA changes gene activity in a specific cell type, a step towards interpreting mutations whose effect is still unknown. Reserved for research, it is not validated for clinical use and replaces no diagnosis.

The tool follows in the line of AlphaFold, which earned DeepMind scientific recognition for predicting protein structure, and confirms the lab's turn towards computational biology.

SourceZDNet
The rest of the news

In brief

  • A cyberattack on Fireworks AI exposed the conversation transcripts of Notion customers

    Hackers were able to access user exchanges passing through this AI infrastructure provider (which hosts the running of models), the company's second data leak in two months.

  • Perplexity can now connect to your bank accounts in seventeen European countries, including France

    Through the Plaid service, the assistant gets read-only access to analyse spending and help manage a budget, without being able to carry out any transactions.

    Source01net
  • The French tax authority targets undeclared garden sheds with an AI-boosted mapping tool

    A new enforcement campaign relies on automated analysis of aerial imagery to spot structures missing from declarations, across France.

    Source01net
The Masteria read

Nvidia falls with no number two: a skill lodged in a single head is an organisational weakness

Huang's resignation exposes a company whose entire strategy sat in one brain. On a team deploying AI, lodging the know-how in a single person creates the same fragility; it has to be spread out.

Jensen Huang ran Nvidia for thirty-three years without ever naming a successor. On Thursday evening he was gone in a single night, and the most valuable company in the world woke up with no one to take the wheel: Colette Kress, his chief financial officer, is holding an interim she had not prepared for, and the board is hunting for a name it never had to hunt for. The entire strategy of a $4.5 trillion company sat in one head.

We read a question of organisation in this fall, and it reaches well beyond semiconductors. A critical capability concentrated in one person becomes a single point of failure: the day that person goes down, the capability goes with them. Nvidia gives the spectacular version. Most organisations live a quiet one.

It has a familiar name on the teams deploying AI. One person alone knows how to write the prompts that work, has set up the agents, knows the real limits of the models in use. They answer to everyone, document little, become indispensable.

This is the in-house AI's Jensen Huang: without them, nothing runs. The day they leave, take a long absence, or change roles, the company discovers that the skill never became its own.

The remedy does not cost a fortune, it takes discipline. Train several people rather than enshrine one. Write down in black and white the practices that work, so they outlive their author. Rotate the roles, require that a useful practice be passed to a partner before being adopted widely. A skill belongs to an organisation only when several people carry it.

Nvidia was worth $4.5 trillion and rested on one man. Your AI capability is worth what it keeps producing on the Monday its go-to person is no longer there.

The Masteria editorial team

Mathias Nizan, founder of Masteria
Mathias Nizan
Editor of AI Watch
Method

140 articles read, 13 kept

Selected on the morning of 13 November from 38 news feeds. Our method (in French)

Today's sourcesLe MondeCNILClubicNextTechCrunchSiècle DigitalSouth China Morning PostZDNet01net

Next edition: Monday 16 November.

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