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This whole Nvidia drama is just getting started: the alleged spy, and the chips that made it to China because of the connections and deals the affair brought in. It seems even the US president knew about it and nothing was done. Was sensitive government and high-tech information compromised through this love relationship? Is this the only one going on right now, or just the only one we know about? Does it matter? Is Nvidia really going to suffer, or are we just going to talk about it for two days and then completely forget about it? In the meantime, Microsoft has become the 2nd largest company in the world, taking advantage of Nvidia’s fall, and Anthropic is getting ready for an IPO that has investors and underwriters salivating. Let’s chat about it. Looking forward to your comments. And Follow us on X as well.

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In today’s issue:

• 📰 AI News and Trends

• Anthropic “ANT” Goes Public

• 🧰 AI Tools of The Day - AI agents that find buyer sand book sales calls

• Nvidia’s CEO, a Suspected Spy, and the Hole in the Chip Wall

• 🐈‍⬛ GitHub repos of the week - Stock Analysis

📰 AI News and Trends

• Google's 4 Carbon, the strongest model is now available to all paying developers and enterprises through the API in AI Studio and Gemini for business, and is rolling out to Google AI Ultra subscribers in Antigravity, the Gemini app, and AI Mode in Search

• Anthropic introduced Claude Sheets, Whiteboards, and Data, new artifact types that let teams build spreadsheets, organize ideas, and create dashboards with Claude without switching apps

• OpenAI introduced Businesses in ChatGPT, allowing companies to claim their profiles, update business information, provide product feeds with pricing and availability, and track customer engagement.

• OpenAI acquires Odessia, travel startup created by Sonder founder

• US tech stocks surged Wednesday following stronger-than-expected CoreWeave earnings

• A New Benchmark for De-Aging Comes From Slowly Turning Back Cells’ Clocks

Nvidia’s CEO, a Suspected Spy, and the Hole in the Chip Wall

Nvidia’s board opened an independent probe. It says it has no reason to believe national security or Nvidia secrets were compromised. Huang stays on as CEO during the review. Megaspeed’s Malaysian sister company bought at least $4.8 billion of equipment containing Nvidia chips between June 2024 and February 2026. The Commerce Department’s probe of Megaspeed now sits with the Justice Department.

The leak is bigger than one person. Reuters reports that a blacklisted, PLA-linked university, Northwestern Polytechnical, bought two H200 chips last month for $123,000. It also rented more H200 access through five contracts with Chinese companies. Export rules cover the sale, but not the resale or the rental.

Nvidia’s stock fell 4.3% Monday and more than 6% Tuesday. Microsoft passed it in market cap for the first time since June 2025 on wednesday. Nvidia earnings reports are due on Nov 17 and a House briefing on Nov 18 has been requested but not confirmed. Huang has about 60 executives that report directly to him, but and no obvious successor. Yet all the Allegations are unproven. This soup opera like story is baely starting and more developments will be revealed in days to come

🧰 AI Tools of The Day

Alsona - It watches for buying signals (hiring, funding, podcasts, news), scores accounts against your ideal customer profile, and drafts LinkedIn and email outreach that references those signals.

It integrates natively with HighLevel, HubSpot, Clay and Zapier, and agencies can white-label it. Start the 7-day trial, define one ideal customer profile, and push signal-qualified leads into a HighLevel pipeline. Measure replies against your cold list.

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Anthropic “ANT” Goes Public

Anthropic has launched its IPO roadshow. The deal is that Anthropic is offering 825 million Class A shares at an expected $70 to $78 each. Anthropic sells 801 million of them and existing stockholders sell about 23.6 million. By our math, that puts the base deal at roughly $58B to $64B before fees. Underwriters also hold a 30-day option on up to 123.75 million more shares.

Anthropic applied to list on the Nasdaq Global Select Market under the ticker “ANT,” with Goldman Sachs and Morgan Stanley as underwriters. The registration statement is filed but not yet effective, so no one can buy shares yet.

As of now, the announcement doesn’t give financials, a valuation or a pricing date. That detail will come in the prospectus.

The signal

1. Private AI comps are about to reprice. A listing this size gives the market a public benchmark for Mistral, Cohere, Scale AI and other pre-IPO names.

2. Capital is flowing to model labs. About $56B of the base deal goes to Anthropic itself, mostly to fund compute.

3. Watch the prospectus. Revenue growth, margins and compute commitments will matter more than the price range.

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🐈‍⬛ GitHub repos of the week