Daily AI digest, November 11

Felix Laurent 12 Nov 2026 4 min read

News

The biggest AI news of November 11 came from Nvidia and Anthropic. Nvidia's board is reportedly preparing to remove CEO Jensen Huang, and its shares fell more than 8% after hours. Anthropic's IPO is reportedly oversubscribed several times a day after its roadshow began. Google released AlphaGenome 2, and Alibaba and Baidu opened new flagship models. Below are the big stories of Wednesday, November 11, plus the day's rumours.

Nvidia's board reportedly moves against Jensen Huang

Nvidia's board is preparing to oust Huang and could meet as soon as Wednesday, The Wall Street Journal reports. The report followed another New York Times story about Huang. Nvidia did not respond to requests for comment, CNBC reports.

Nvidia shares fell more than 8% in after-hours trading. The stock was already on pace for a sixth straight weekly decline. The board opened its investigation on Sunday and has hired Wachtell Lipton to run it, as we covered here.

Fortune notes that Nvidia's board has no chair, the company has no COO, and there is no public succession plan.

Anthropic's IPO draws heavy demand

Anthropic's IPO is already oversubscribed several times over, mostly through large anchor orders, Bloomberg reports. Through the offering and a private placement, Anthropic and its co-founders could raise up to $90.4B at the top of the range. Our breakdown is here.

Anthropic launched the roadshow on Tuesday with 825 million shares at $70 to $78 each. In its roadshow video, Dario Amodei said AI could make cancer and Alzheimer's "relics of the past" within a decade. We looked at the claim here.

The product side helped the pitch. Arena said Claude Fable 5.2 took first place in its Agent Arena with a +30.4% net improvement, about 1.6 times the runner-up. More in our article.

Google releases AlphaGenome 2 and a cheap decision model

Google DeepMind released AlphaGenome 2, which predicts how changes in DNA affect specific human cell types. It is available for non-commercial research through the AlphaGenome API and is not approved for clinical use. We covered it here.

Google also launched the Gemini Decisions API with a new model, Gemini Decision 1. It answers up to 1,000 yes-or-no, multiple-choice and rubric questions in one pass, with a confidence score for each. It costs $0.10 per million input tokens, and output tokens are free.

Alibaba and Baidu open new flagship models

Alibaba opened a preview of Qwen4-Max, the first model in its Qwen 4 family, with a 1-million-token context window. It published no benchmarks, no model card and no parameter count. We explain what is known here.

Baidu released ERNIE 5.5 Flash Preview, a 280B model with 14B active parameters, free on OpenRouter for now. Baidu says the weights will be open-sourced under Apache 2.0 by November 25. Details are here.

Smaller updates

Eight smaller stories came out on Wednesday.

SpaceX Super Intelligence released Grok Bot 1.0, which works as a shared teammate in Slack, Microsoft Teams and video calls. More in our article.
OpenAI brought Finances to the ChatGPT desktop app for US users, connecting bank, card and investment accounts. Details are here.
AWS released AWS Emulator, a free offline copy of more than 200 AWS services for coding agents to test against. Agents wrote and tested all of its code, Werner Vogels says.
United Airlines said it will restrict third-party personal AI agents from booking on its platforms. It says it is the first US carrier to do so, Skift reports.
Rox, which builds an AI-agent CRM, raised $100M at a $1.3B valuation, led by General Catalyst and March Capital, Fortune reports.
Plurai raised a $13M seed round led by Team8 to test AI agents on digital twins of company systems, TechCrunch reports.
A Chinese university on the US Entity List bought two Nvidia H200 chips through a reseller in October, procurement records show, Reuters reports.
CloudSek says a Kazakhstan-linked group used the open-source Hermes agent framework to steal more than 2,000 Tajik government documents, Reuters reports.

Three of the eight are about AI agents getting access to real systems, or being kept out of them.

Rumours

Six more stories circulated on November 11, but we could not read the primary report or confirm them with the companies.

CoreWeave plans to raise at least $4B through an investment-grade loan at about 7% to 7.5%, Bloomberg reports.
Applied Intuition is reportedly in talks to raise at least $1.5B at about a $30B valuation, led by General Catalyst, Bloomberg reports.
Spotify reportedly plans an AI remix and covers add-on for $4 to $5 a month in early 2027, the Financial Times reports.
Meta's head of infrastructure engineering, Santosh Janardhan, will reportedly step down in early 2027, according to a memo seen by Bloomberg.
Treasury Secretary Scott Bessent reportedly confronted Commerce Secretary Howard Lutnick over the delayed Megaspeed blacklisting, Axios reports. Commerce denies it.
The US and China reportedly plan a first AI dialogue meeting on the sidelines of the APEC summit on November 18–19, Reuters reports.

Treat all six as unconfirmed until the companies announce them.

What the day was about

Wednesday put leadership and trust at the center of the AI market. Nvidia, the company that sells most of the industry's chips, may lose its founder as CEO. Anthropic, meanwhile, drew orders for several times the shares it is selling.

The products kept coming at a fast pace. Google shipped a genome model and a cheap question-answering API, and two Chinese labs opened new flagship models. On November 11, investors watched the people at the top of AI companies as closely as the models.