Signal: One boardroom's crisis is rewriting policy: Commerce widening the licence net, Chinese labs renting offshore, and institutions quietly deleting what they claimed about AI.
Nvidia's board sat late Wednesday on whether to remove its founder and announced nothing; the stock was down 6.6% premarket, Bernstein halved its target to $200, and AMD and Broadcom rose as the board works with an outside firm on a successor Huang never named.
The Bureau of Industry and Security is finishing rules that would add Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway and South Africa to the licence list for Blackwell-class chips and curb Chinese remote access - sourced to The Information, with no Commerce comment.
Plaintiffs in three states say xAI, not its users, is responsible for nude images Grok generated from photographs taken of them as children; xAI denies it and has already beaten Minnesota's ban on First Amendment grounds.
NHS England pulled its published list of 137 trusts 'realising benefits' from Palantir's federated data platform after 29 told the Guardian the system was not live or barely used, as ministers weigh extending the GBP 330MN contract to 2029.
NEWCommerce Stalled. Now Singapore Will Need a Licence.
NEWNHS Said 137 Trusts Benefited. 29 Said Otherwise.
