In the past 24 hours, the biggest AI story came from NVIDIA: Jensen Huang formally resigned after 33 years at the helm, and the board immediately began searching for a successor. Google launched Gemini 4 Hydrogen the same day, and the Atlas world model opened to everyone.
Jensen Huang Resigns as NVIDIA CEO
On November 12, NVIDIA announced that Jensen Huang has resigned as president, CEO and board member. CFO Colette Kress becomes interim CEO while the board searches for a permanent successor; Harvey C. Jones becomes its first-ever chair. Yesterday's briefing: Board moved to oust Jensen Huang
Democrats Open Probe Into NVIDIA's China Chip Sales
The same day, House Democrats wrote to the U.S. Commerce Secretary demanding preservation of all records on NVIDIA's chip sales to China, probing how the Trump administration issued H200 export licenses and questioning what they call an unconstitutional export-tax arrangement. Huang has agreed to testify before congressional committees. Export controls have thus escalated from an industry issue into a congressional investigation.
Gemini 4 Hydrogen Launches
Google DeepMind launched Gemini 4 Hydrogen on November 12, built for fast execution: it scores 51 on the Artificial Analysis Intelligence Index, ahead of sibling model Argon; it offers a 1-million-token context window, priced at $1.50 per million input tokens and $7.50 per million output tokens. It is rolling out now. Yesterday's briefing: Google launches Gemini 4 Carbon
Atlas World Model Opens to Everyone
World Labs, founded by Fei-Fei Li, opened its Atlas world model to everyone on November 12, launching the Viewfinder and Chisel apps plus a developer API: one photo or a set of photos can generate an explorable 3D world, exportable as video or 3D Gaussian splats. Atlas debuted in September and had been limited to partners until now.
Edge0-145B Goes Open Source: A 145B Model on a Laptop
Edge0 open-sourced the 145B-parameter local model Edge0-145B on November 12, billed as the first open model of its size to run on a personal computer: the company reports 29GB peak memory and decoding above 80 tokens per second, with weights and the inference framework released. Data stays local and works offline, though the benchmarks have not been independently verified.
Google Smart Glasses Open for Pre-Order
Google and Samsung's smart glasses opened for pre-order on November 12: Warby Parker frames start at $395 and Gentle Monster frames at $449, going on sale December 10 in the U.S. and South Korea. They pack a 12MP camera and the Gemini assistant, support live translation and navigation, and last about 9 hours.
Replit Agent Adds Buying and Ad Campaigns
Replit announced on November 12 that Replit Agent gains two new jobs: buying supplies for businesses via Stripe's Link and Visa, with founders approving the final total before anything is charged, and running Google Ads campaigns — account setup, copywriting and launch all inside Replit. Buying opens first to U.S. users.
