# AI news for Sunday, Nov 15, 2026

- HTML page: https://aidr.today/date/2026-11-15?lang=en
- Other language: https://aidr.today/date/2026-11-15.md?lang=vi
- Previous day: https://aidr.today/date/2026-11-14.md?lang=en

## AI;DR

- SemiAnalysis says it tracked 1.5M banned AI GPUs, or 1.5 GW of accelerators, flowing into China. The smuggling could explain Huang’s departure.
- The AI selloff erased $4.2T from data-center construction stocks, with semiconductors down 31% and the median stock 11.7%. Nvidia lost over $1.8T and 57% from its Oct. 6 peak. ([story](https://aidr.today/5900cf18?lang=en))
- The Wall Street Journal says Jensen Huang built a multibillion-dollar business helping Chinese companies access Nvidia AI chips in Southeast Asian data centers. The model exploited a gap in US sanctions and allegedly masked smuggling. ([story](https://aidr.today/8921defe?lang=en))
- The US and China are creating an AI dialogue to share model-testing protocols and preserve human oversight. Scott Bessent said it will also notify each side about serious incidents and reduce generative AI security risks. ([story](https://aidr.today/6556ed7b?lang=en))
- Wall Street Journal documents say Megaspeed arranged nearly $12B in restricted Nvidia chip shipments to China from March 2024 to June 2025. The network allegedly breached US rules and involved Aperia, Dell and H800 chips. ([story](https://aidr.today/3d07315e?lang=en))
- A Wall Street Journal profile says Nvidia financed its own customers through circular deals to keep GPU prices high. The arrangement highlights how the company supported demand while defending pricing. ([story](https://aidr.today/d5d8547e?lang=en))
- Amazon, Alphabet and Meta posted negative free cash flow as the four biggest US tech companies spent $203B on AI infrastructure, above the $175B generated by core businesses. External financing funded the expansion. ([story](https://aidr.today/7901ae8f?lang=en))
- Texas governor-elect Gina Hinojosa plans to freeze new AI data-center permits until lawmakers address rural utility costs and water shortages. The move puts a roughly 34 GW pipeline, including Amazon and Google projects, under uncertainty.
- TSMC plans a $500M venture fund for chip startups, suppliers and other upstream partners. The company says it wants to support “the future’s Nvidia,” strengthening the ecosystem around advanced semiconductors. ([story](https://aidr.today/ebabd19d?lang=en))
- Anthropic CEO Dario Amodei says the company faces “huge uncertainty” and calls buying compute its deepest business dilemma. Commitments approach $901B, while the planned record IPO would provide a financial buffer. ([story](https://aidr.today/d88d73c2?lang=en))
- Runway released Praxis-1 with open weights and source code under Apache 2.0. Trained on video knowledge for robot control, it leads Nvidia’s RoboLab-120 World Action Model benchmark but cannot plan complex sequences alone.
- Anthropic made Claude Opus 5.5 the default on all paid plans and says old prompting habits slow it down. Its guide recommends dropping “think hard” and starting with Medium effort.
- Across 33 years under Jensen Huang, Nvidia evolved from a graphics-chip maker for video games into a leading AI-infrastructure supplier. The shift made it central to the industry’s current expansion. ([story](https://aidr.today/55b79cb9?lang=en))
- Nebuly raised a $21M Series A, according to Tech.eu. Its technology measures the business value of AI agents by analyzing their effects on productivity and revenue. ([story](https://aidr.today/eea5954e?lang=en))
- Stanford researchers open-sourced Memorilla, which compresses document collections into 16 memory tokens for a frozen Qwen3-8B. It reaches 84.33% on FactKG while using 108 times fewer document tokens than full context.
- Nidus raised $30M across pre-seed and seed rounds for AI technology powering manufacturing robots used by US defense companies. Backed by Kleiner Perkins and Costanoa, it reached seven-figure bookings in four months. ([story](https://aidr.today/c1da7bc0?lang=en))

## Ranked stories

1. [Meituan releases a 1.6-trillion-parameter agent model that never touched an Nvidia GPU](https://aidr.today/db313f23?lang=en) — Models · the-decoder.com
   Meituan released the weights for LongCat-2.5, a 1.6-trillion-parameter model built for AI agents. The model was trained entirely on Chinese hardware and runs on 194 Huawei Ascend chips. On Terminal Bench, it scores 88.4 points.
2. [How Jensen Huang built a multibillion-dollar business to let Chinese companies access Nvidia AI chips in SE Asian data centers, exploiting a gap in US sanctions (Wall Street Journal)](https://aidr.today/8921defe?lang=en) — Chips · techmeme.com
   Jensen Huang built a multibillion-dollar business to let Chinese companies access Nvidia AI chips in SE Asian data centers. Massive data centers in Southeast Asia exploited a gap in U.S. sanctions for Chinese companies.
3. [Megaspeed Arranged Nearly $12B in Restricted Nvidia Chip Shipments to China](https://aidr.today/3d07315e?lang=en) — Chips · marketbrief.now
   Megaspeed arranged nearly $12 billion in Restricted Nvidia Chip Shipments to China between March 2024 and June 2025. The shipments are linked to Alice Huang, the head of Megaspeed and former mistress of former Nvidia CEO Jensen Huang. The Ministry of Home Affairs in Singapore clarified that Huang was investigated for providing false information to police about server purchases, not for espionage.
4. [AI Trade Collapse Wipes $4.2 Trillion From Data Center Stocks](https://aidr.today/5900cf18?lang=en) — Industry · marketbrief.now
   The market capitalization of data center construction companies fell by $4.2 trillion as investors retreated from the AI trade. Nvidia has lost more than $1.8 trillion in market value since its peak on Oct. 6, with its shares falling 57. The S&P 500 and Nasdaq both managed to post winning weeks as of Nov. 13.
5. [US and China Form New AI Dialogue to Coordinate Safety and Risk Management](https://aidr.today/6556ed7b?lang=en) — Regulation · huggingnews.com
   The United States and China are forming a new AI dialogue to coordinate safety and risk management. This communication channel will focus on exchanging technical protocols for testing models and ensuring human oversight as AI systems evolve. The arrangement will also include a notification system for serious AI-related incidents.
6. [Mirendil's New Lor Platform Pretrains AI Coding Model for Less Than $10M](https://aidr.today/2b8c38bc?lang=en) — Agents · marketbrief.now
   Mirendil is building a research platform called Lor that coordinates hundreds of autonomous AI agents to write software and conduct scientific experiments over multi-day cycles. The system allowed a single researcher to pretrain a new coding model from scratch in 3.5 months using less than $10 million in compute. The startup recently closed a $1B Series A funding round led by Kleiner Perkins and …
7. [Bland Launches Tofu-1, a Full-Duplex Speech-to-Speech Model for Calls](https://aidr.today/26c55bd2?lang=en) — Models · marktechpost.com
   Bland has 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, size or pricing yet.
8. [Nvidia deliberately kept GPU prices high through circular financing deals](https://aidr.today/d5d8547e?lang=en) — Industry · techspot.com
   A Wall Street Journal profile of Nvidia interim CEO Colette Kress shed light on how Nvidia controversially financed its own customers to drive the.
9. [Amazon, Alphabet and Meta Post Negative Cash Flow as AI Buildout Outpaces Earnings](https://aidr.today/7901ae8f?lang=en) — Industry · marketbrief.now
   Amazon, Alphabet, and Meta each reported negative free cash flow last quarter. The combined free cash flow of the four largest US technology companies fell to a $27B deficit from $61B a year ago. The group's aggregate capital expenditures for AI infrastructure reached $203B in three months. Amazon raised $48.1B in debt and Alphabet sold $28.7B in bonds and $12.4B in new shares.
10. [South Korean Police Launch Investigation Into Wide Scale Exam Fraud After AI Cheating Admission](https://aidr.today/a6e26c3d?lang=en) — Regulation · marketbrief.now
   South Korean police have launched an investigation into wide scale exam fraud after the individual who ranked first on the national tax accountant exam admitted to using artificial intelligence to cheat. The candidate confessed to utilizing generative AI and electronic devices to obtain answers before turning himself in to the police.
11. [Alphabet Reports First Negative Quarterly Cash Flow in 20 Years](https://aidr.today/08da6a59?lang=en) — Industry · marketbrief.now
12. [TSMC plans to set up a new $500M fund to invest in chip startups, suppliers, and other upstream partners, saying "we also want to support the future's Nvidia" (Cheng Ting-Fang/Nikkei Asia)](https://aidr.today/ebabd19d?lang=en) — Funding · techmeme.com
13. [Amazon's Decoy Servers Capture Memory Logs of China-Linked AI Hacking Agents](https://aidr.today/986160d9?lang=en) — Agents · marketbrief.now
14. [Australia's central bank finds AI hitting young workers first, especially in software and customer service](https://aidr.today/5849c3c3?lang=en) — Research · the-decoder.com
15. [Anthropic CEO Amodei admits "there's a huge uncertainty in what's going to happen next year" days before a record IPO](https://aidr.today/d88d73c2?lang=en) — Funding · the-decoder.com
16. [Venice Opens Early Access to ByteDance's Seedance 2.5 Flash Video AI](https://aidr.today/60db894a?lang=en) — Models · huggingnews.com
17. [Nvidia dưới thời Jensen Huang: Từ chip đồ họa đến hạ tầng AI](https://aidr.today/55b79cb9?lang=en) — Industry · genk.vn
18. [OpenAI Acquires AI Travel Startup Odessia to Integrate Trip Planning Into ChatGPT](https://aidr.today/d4a537c0?lang=en) — Industry · marketbrief.now
19. [Nebuly, whose tech helps enterprises measure the business value of AI agents by analyzing their impact on productivity and revenue, raised a $21M Series A (Tamara Djurickovic/Tech.eu)](https://aidr.today/eea5954e?lang=en) — Funding · techmeme.com
20. [South Korea Confirms Delivery of 260,000 Nvidia GPUs Following Resignation of Jensen Huang](https://aidr.today/fb0c9641?lang=en) — Chips · marketbrief.now
21. [Nidus, which is developing AI-powered tech for manufacturing robots used by US defense industrial companies, raised $30M across a pre-seed and a seed (Alex Konrad/Upstarts Media)](https://aidr.today/c1da7bc0?lang=en) — Funding · techmeme.com
22. [Databento, which offers market data APIs and says it has contracts with five of the six largest frontier AI labs, raised a $100M Series C at a $1.1B valuation (FinTech Global)](https://aidr.today/8bb39032?lang=en) — Data · techmeme.com
23. [MARA Sells $1.1B in Bitcoin to Fund AI Center Expansion and Debt](https://aidr.today/dd42e3ea?lang=en) — Industry · marketbrief.now
24. [This AI Tamagotchi Turns Everyday Objects Into Needy Virtual Pets](https://aidr.today/fdf2e086?lang=en) — Products · wired.com
25. [A post-Jensen Nvidia must reshuffle its leadership, reset its DC ties, and recognize that even the US' most valuable company cannot dictate US foreign policy (Chris Miller/Financial Times)](https://aidr.today/71914b4a?lang=en) — Industry · techmeme.com
26. [Jensen Huang's resignation is a setback for US open models, as his funding gave open-source developers time to find their footing and will very likely dry up (Nathan Lambert/Interconnects AI)](https://aidr.today/8f550797?lang=en) — Industry · techmeme.com
27. [Claude asked to renumber pages deletes professor's syllabus, year of notes](https://aidr.today/d040778f?lang=en) — Agents · tomshardware.com
28. [Hóa ra "đạo quân AI Agent bay lượn" được các thầy dạy AI dùng là tiện ích Chrome rẻ tiền này](https://aidr.today/0d589222?lang=en) — Tools · genk.vn
29. [datasette-llm 0.1a11](https://aidr.today/e9477865?lang=en) — Frameworks · simonwillison.net
30. [Show HN: Turbo-Browser-MCP – Batch forms, DOM deltas and submit guards for MCP](https://aidr.today/b6a998f7?lang=en) — Frameworks · github.com
31. [Former Nvidia CEO Jensen Huang Reportedly Told Top Executive 'I Hope You Die'](https://aidr.today/0c83c93a?lang=en) — Industry · huggingnews.com
32. [WebGL Flight Simulator with seed generated terrain](https://aidr.today/54d089d2?lang=en) — Releases · baron.by.dai.studio
33. [datasette-vega 0.7](https://aidr.today/4f7f1f7f?lang=en) — Open Source · simonwillison.net

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