Nvidia unveils Groot 2 model to teach robots delicate skills
Nvidia kicked off the Conference on Robot Learning in Austin, Texas, by unveiling the open Groot 2 foundational world model to teach robots precise tasks like connecting cables and assembling small parts. Researchers from the University of California, Berkeley, also showcased an agentic robotics approach in collaboration with Nvidia.
Anthropic targets $64.4 billion in initial public offering
Anthropic has set a price range for its upcoming initial public offering between $70 and $78 per share, with plans to offer approximately 825 million shares to raise up to $64.4 billion. Alongside the public offering, the company is seeking to finalize a separate private placement worth $26 billion with the participation of major strategic investors, ahead of its expected trading debut on the Nasdaq on November 19.
Microsoft shares drop after introduction of Claude office tools
Microsoft shares fell 2.2% at Tuesday’s close after Anthropic unveiled office productivity tools that directly compete with parts of the Office suite. The software sector fund declined by about 2%, allowing Nvidia to reclaim the global number two spot in market capitalization despite the close multi-billion-dollar partnership between Microsoft and Anthropic.
Microsoft winds down cloud computing rental agreement with Oracle
Microsoft has begun winding down its rented computing capacity from Oracle and decided not to renew their 2023 agreement, due to its reliance on an older generation of Nvidia processors that no longer meets the company’s changing technical specifications. This decision highlights the risks of cloud computing hardware obsolescence and Microsoft’s reevaluation of its purchases in the AI infrastructure sector.
Nvidia investigates potential intelligence targeting of its CEO
Nvidia’s board of directors announced the launch of an independent investigation to examine reports that founder and CEO Jensen Huang may have been targeted by a foreign intelligence entity. The company confirmed that there are no indications at this stage of any leakage of trade secrets or information affecting US national security.
Roughly 600,000 Nvidia chips reportedly pile up in Hong Kong
An exclusive Reuters report on November 5, 2026, citing two knowledgeable sources, revealed that approximately 600,000 Nvidia H200 artificial intelligence chips are being held in Hong Kong while awaiting Chinese authorities’ approval to enter the mainland. This buildup comes despite U.S. export rules permitting the sale of certain chip categories.
Box expands its Nvidia partnership for enterprise tools
On November 5, 2026, Box announced an expanded partnership with Nvidia to launch Box Context Retrieval, an enterprise search system powered by Nemotron models, alongside Box Architect, a tool for building natural language automated workflows. The company expects to pilot Architect in Q4 2026 and roll out the search system in early 2027.
Thinking Machines nears $5 billion funding round at $40 billion valuation
Artificial intelligence startup Thinking Machines Lab, founded by former OpenAI Chief Technology Officer Mira Murati, is closing in on a new $5 billion funding round at a $40 billion pre-money valuation led by Accel. The round comes amid a massive computing partnership with Nvidia and challenges related to retaining founding talent.
US lawmakers request briefing from Nvidia CEO
Three top Republican lawmakers in the US House of Representatives have asked Nvidia CEO Jensen Huang to provide a classified congressional briefing on November 18 regarding security and counter-espionage protocols. The request follows a New York Times report concerning dealings with a Chinese businesswoman at Singapore-based Megaspeed.
Tech stocks suffer biggest losses due to artificial intelligence
US tech stocks plummeted sharply on Thursday, November 5, 2026, marking the market’s worst day since April 2025. The Nasdaq 100 dropped by more than 6%, and the S&P 500 lost over $2.5 trillion in market capitalization. The sell-off was driven by disappointing results from chipmakers and concerns over slowed data center construction following the midterm elections.