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Day 29Singularity Watch

Jensen Huang Resigns From Nvidia as Forensic Analysis Finds Blackwell Fingerprints in Chinese AI Models

Jensen Huang resigned as Nvidia's chief executive, a forensic analysis of published weights found Blackwell fingerprints in six Chinese AI models, Anthropic opened its IPO with $17.0 billion in third-quarter revenue, and SpaceX announced more than $74 billion in AI supercomputing campuses.

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Jensen Huang Resigns From Nvidia as Forensic Analysis Finds Blackwell Fingerprints in Chinese AI Models

Compute: Jensen Huang Resigns From Nvidia

Nvidia’s board announced on November 12 that Jensen Huang had resigned as president, chief executive officer and a member of the board, effective immediately. Colette Kress, executive vice president and chief financial officer since 2013, is interim CEO while also remaining CFO, and the board is searching for a permanent CEO among internal and external candidates. [1]

The board also appointed Harvey C. Jones, the former CEO and executive chairman of Synopsys, as its first-ever chair. The release thanked Huang for 33 years building the company and gave no reason for the resignation. Nvidia said it will still report third-quarter fiscal 2027 results on November 17. [1]

The Nvidia Newsroom posted the release at 7:49 AM CST. Six minutes later Ryan wrote that he is neither an investor in nor a customer of Nvidia, but that Huang’s sudden downfall over “moral errors in his personal life which are totally unrelated to his business as far as I can tell is noteworthy.” [2]

Through the day, posts Ryan surfaced relayed a Reuters report of a further relationship between Huang and an employee, and a CNN report that the intelligence collected so far on a businesswoman linked to Huang does not prove she was acting for the Chinese government. [3]

Ryan also quoted a post noting that non-compete agreements are not enforceable in California, and that Huang could start again with SpaceX or another partner, adding: “Jenson Huang, CEO of Terafab.” [4]

Compute: Blackwell Fingerprints in Chinese Models

Will DePue of Unemployment Labs published a forensic analysis on November 12 finding that six models released since April 2026 by DeepSeek, Moonshot AI, MiniMax and Ant Group carry numerical patterns matching Nvidia Blackwell GPUs, which require a U.S. license for export to China. Earlier models from the same labs match Nvidia’s older Hopper generation. [5]

The method works from the published weights alone. The random starting values of a model’s weights are laid out according to the number of processor cores on the GPU that created them, so recovering the seed and the layout identifies the chip. For DeepSeek-V4-Flash and Kimi K3 the match was confirmed on physical Blackwell hardware. [5]

The report says the method agreed with developers’ own disclosures for all 24 models where the hardware is public. The strongest chance match across about 6 trillion combinations would reach about 8 sigma, while the evidence for the six models ranges from 49 to 1,385 sigma. Models from Alibaba, Zhipu, Tencent, Xiaomi and StepFun still read as Hopper-trained. [5]

A revised estimate puts the two largest runs, Kimi K3 and DeepSeek-V4-Pro, at about 4,500 and 3,000 Blackwell GPUs, and the five runs together at more than half a billion dollars of hardware. The report says the fingerprint supports, without proving, that Blackwell did the training, and does not establish where the chips were, how access was obtained, or whether export controls were violated. [5]

DePue announced the result at 3:29 PM CST and wrote that it had been independently verified by senior researchers at OpenAI and Anthropic. [6]

Ryan drew his own conclusion at 5:26 PM CST: “Jensen did not get fired for having an affair. Jensen got fired for intentionally evading chip export restrictions to China.” That is his interpretation; neither Nvidia nor the report made that claim. [7][1][5]

Markets: Anthropic Opens Its Offering

Anthropic announced its initial public offering at 5:30 AM CST on November 12, and its offering site lays out the terms. The final share price is expected on November 18 and trading on November 19, on Nasdaq under the ticker ANT, subject to regulatory clearance. Anthropic has filed a registration statement with the SEC. [8][9]

The site reports third-quarter 2026 revenue of $17.0 billion, more than 12 times a year earlier, and more than 11,900 customers paying at least $100,000 a year. It reports a 15% adjusted operating margin, an operating margin of minus 3%, and a $23.3 billion net loss that includes a $21.9 billion non-cash charge tied to the rise in Anthropic’s valuation. [8]

Customer figures on the same page include more than 50,000 Eli Lilly employees with Claude Enterprise access, and Salesforce reporting 151% more effective output per developer year over year. [8]

Infrastructure: SpaceX Plans $74 Billion in Supercomputing

SpaceX announced on November 12 plans to invest more than $74 billion in two AI supercomputing campuses: about $50 billion in Cochise County, Arizona, and $24 billion near Starbase, Texas. [10][11]

The Arizona campus is planned as nine supercompute buildings with up to six gigawatts of power and 24 gigawatt-hours of battery storage, dry-cooled with no industrial water use. SpaceX says it will train the company’s superintelligence models and expects 1,000 permanent jobs and 5,500 construction jobs. [10]

SpaceX said the Texas site will train frontier AI and generate its own electricity rather than draw from the public grid, and that it has already produced more than 3,000 construction jobs. The company committed $220 million to expand Brownsville’s water and sewer systems by about 20 million gallons a day. [11]

SpaceX also said the Starbase site sits on land used for unauthorized dumping since the 1960s and that it is removing decades of debris, including thousands of illegally dumped tires. Ryan surfaced the announcement and the cleanup. [12]

Agents: Assistants Join the Desktop and the Meeting

Grok Bot on Mac gained access to Messages, Mail, Notes, Reminders, Calendar, Location and Contacts on November 12. A member of the team, @Baconbrix, wrote that a Mac can now be controlled from any Grok Bot client, including mobile, web and Tesla. Ryan surfaced the announcement. [13][14]

Anthropic introduced Claude Meetings the same day: Claude joins a team’s video call and builds documents, whiteboards and other artifacts while people are still talking. It is rolling out in beta on Team and Enterprise plans. @petergyang wrote that the agent can do the work during the meeting instead of after it, and Ryan surfaced his post. [15][16]

Sundar Pichai announced Gemini 4 Hydrogen, a model for speed and efficiency that Google says finishes tasks 2.5 times faster than Gemini 3.8 Flash and offers four thinking levels. @bendee983 wrote that models of this class can do 80 to 90% of daily tasks, and Ryan surfaced his post. [17][18]

Krea introduced Krea Bots, which take on entire creative projects, and said all of its recent creative work was produced with them. Ryan surfaced the launch. [19]

Security: AI Finds Old Flaws and Runs New Attacks

Microsoft’s FORGE Lab reported memory-safety bugs in Rust’s standard library, including cases where code written entirely in safe Rust can trigger undefined behavior. The research used Hyenas, an AI vulnerability-scanning system, and the lab’s researchers reproduced the bugs and worked with Rust maintainers on fixes. [20]

CSO Online reported that one of the bugs, in the process::exit function, had gone undetected for nearly 11 years, and that a second stable-Rust bug in CommandExt::exec could leave the environment pointer referencing freed memory. Microsoft assessed practical exploitation of the older bug as unlikely. Ryan surfaced the findings. [21][22]

@gadievron wrote that autonomous attacks are now breaching many organizations at scale, usually through vulnerabilities, and urged the industry to believe the warning he and Heather Adkins had given. Ryan surfaced the thread. [23]

Work: The Agentic Engineer

Ryan answered a prediction that “software engineer” will stop being a job title within three years: “Why would this take three years? Take that title off your resume right now. You’re an Agentic Engineer.” [24]

Quoting a post about three people in one person’s circle laid off because of AI, Ryan wrote at 2:19 PM CST: “Learn to use multi-agent workflows. This is the future of all information jobs.” [25]

To a worry about how the next generation of engineers will learn fundamentals, he replied that by the end of 2027 AI will be as good as compilers, so that almost no one will need to know TypeScript or Rust, just as almost no one programs in binary. [26]

He described the work as telling the AI what context to gather, overseeing workflows to guarantee quality, verifying enough of the results to know they are good, and building a team of agents to do more. [27]

He called “tokenmaxxing anxiety,” the worry about unused subscription capacity, a new problem humans invent once others are solved. Of no longer clicking through browsers to fill out forms, he wrote: “I never even knew how much I hated this until I was able to stop doing it.” [28][29]

@thorstenball posted a velocity chart recreated at the same headcount, and Ryan replied that his looks the same. Ryan also said he is considering the “Home Repo” pattern described by @mattpocockuk for working with agents across many repositories. [30][31]

Capital: Venture Concentrates

Jerry Neumann wrote in Colossus that funds over $1 billion have taken 72% of venture capital raised in 2026, up from 34% in 2025 and 16% ten years ago. He noted that Benchmark’s five partners went from a $425 million fund in 2024 to $2 billion this June, and argued that small funds backing new uncertainty are the ones to watch. Ryan surfaced the essay. [32][33]

Physical World: Ships and Robotaxis

Saronic announced that the world’s largest shiplift, 984 feet long and able to lift 67,000 tonnes, is coming to Port Alpha in Texas. A separate post Ryan surfaced claimed about 10,000 robotaxis now operate in Austin at half the price of Uber; that figure has not been independently confirmed. [34][35]

Money

Ryan wrote at 6:37 AM CST that EarthBucks is the only thing he has built that AI has not disrupted, and that AI strictly improves it. [36]

This Record

Day 28 of this record was published on @AstrohackerLabs at 4:25 AM CST on November 12. The account’s other activity in this window was plain reposts of Ryan’s posts. [37]

Sources:

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