Signal: The buildout's own people are turning on it: a board lining up Huang's successor, Commerce stalling Trump's chip curbs, a Republican demanding a moratorium.
Nvidia's board is preparing to dismiss its founder and meets as soon as Wednesday, hours after the New York Times reported an affair with healthcare VP Kimberly Powell, who reports to him; the stock fell 9% after hours.
Anthropic is selling 825MN Class A shares at $70-78 near a $1.4TN valuation while Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC buy $26BN of non-voting stock alongside it - which sharpens the circular-capital question rather than settling it.
Free for non-commercial research through the AlphaGenome API and in private preview for commercial use; Nature's news team reports researchers calling it a step change, with the caveat that these are predictions to be validated in the lab, not findings.
Bessent asked in the Situation Room why the firm at the centre of the Huang affair still is not on the Entity List and Lutnick said he did not know and would look into it; Trump then ordered the curbs, and the administration denies the exchange happened.
Twice the Variants, Down to the Cell Type
NEWTrump Ordered the Chip Crackdown. Commerce Stalled.
