AI;DR: AI news, ranked every 30 minutes
15AI;DRSUNDAY · NOVEMBER 2026
- agentMeituan released LongCat-2.5’s weights, a 1.6-trillion-parameter agent model trained entirely on Chinese hardware. It scored 88.4 on Terminal Bench and runs in a sample deployment on 194 Huawei Ascend chips, with no Nvidia GPUs mentioned.
- nvidiaSemiAnalysis says it tracked 1.5 gigawatts of banned AI accelerators flowing into China. The report suggests this smuggling may have caused Jensen Huang’s departure, though it does not establish that link as fact.
- nvidiaThe Wall Street Journal reported that Jensen Huang built a multibillion-dollar business enabling Chinese companies to access Nvidia AI chips through Southeast Asian data centers. The sites exploited a gap in U.S. sanctions and allegedly concealed chip smuggling.
- nvidiaRecords reviewed by the Wall Street Journal say Megaspeed coordinated nearly $12 billion in restricted Nvidia chip shipments to China from March 2024 to June 2025. Attorney General Todd Blanche said the Justice Department reached no conclusion on Alice Huang’s status.
- nvidiaThe AI trade selloff erased $4.2 trillion from data-center construction companies’ market value, while semiconductor stocks fell 31%. Nvidia lost more than $1.8 trillion since its Oct. 6 peak, cutting shares 57% and household wealth by about $500 billion.
- safetyThe United States and China are creating an AI safety channel to exchange model-testing protocols and preserve human oversight. Scott Bessent said it will also notify each side when serious AI incidents occur, aiming to reduce national-security risks.
- agentMirendil’s Lor coordinates hundreds of autonomous AI agents across multi-day software and science experiments. The startup says one researcher pretrained a coding model from scratch in 3.5 months for under $10 million, after raising a $1B Series A led by Kleiner Perkins and Clearlake.
- llmBland released Tofu-1, a full-duplex speech-to-speech model for noisy, high-stakes phone calls. It is in enterprise research preview, with no published benchmarks, model size or pricing yet.
258 storiesUpdated 6m ago