AI News Today (12 Nov 2026): Nvidia’s stock drops as board reportedly preps to oust CEO Jensen…

Today's briefing covers massive developments in AI infrastructure, including boardroom turmoil at Nvidia and strategic investments from TSMC. We also examine breakthrough releases from Google DeepMind and new enterprise tool announcements.

1. Nvidia’s stock drops as board reportedly preps to oust CEO Jensen Huang

As soon as Wednesday evening, Nvidia's board could decide to remove its founder and CEO of 33 years. The unfolding situation has sparked major corporate governance questions and potential national security ramifications.

Why it matters: A leadership change at the dominant AI hardware supplier could drastically shift the trajectory of global AI infrastructure development.

Read the full story at TechCrunch

2. Google Launches Gemini Decisions API With Gemini Decision 1 at $0.10/M Tokens

Google launched the Gemini Decisions API, powered by Gemini Decision 1, priced at $0.10 per 1M input tokens. It returns calibrated probabilities for up to 1,000 yes/no, choice, and rubric questions across multiple data types.

Why it matters: Developers can leverage low-cost probability calibration for complex question sets across text, images, audio, video, and PDFs.

Read the full story at MarkTechPost

3. Google DeepMind Releases AlphaGenome 2 for Cell-Type-Specific Variant Effects

Google DeepMind released AlphaGenome 2, a conditional DNA sequence model that predicts regulatory activity and variant effects per cell type. It is available via the AlphaGenome API for non-commercial research.

Why it matters: Researchers gain a powerful tool to unravel how DNA changes affect different cells, potentially accelerating medical treatments.

Read the full story at MarkTechPost

4. CoreWeave turns to customer prepayments, shorter contracts to fund AI growth

CoreWeave is increasingly asking customers to pay upfront, borrowing against specific contracts, and exploring short-term deals that could lead to higher prices. These details emerged from the company’s third-quarter earnings.

Why it matters: Highlights the massive capital and financing pressures infrastructure providers face to sustain the ongoing AI boom.

Read the full story at TechCrunch

5. Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic and OpenAI

TSMC is investing $1 billion in both Anthropic and OpenAI. This latest example of circular financing comes as the broader AI trade experiences volatility.

Why it matters: Demonstrates deep financial ties forming between foundational chipmakers and leading frontier AI model developers.

Read the full story at Ars Technica

6. Databricks’ new AI agent tells CEO Ali Ghodsi the unvarnished truth

Databricks CEO Ali Ghodsi uses the company's newly revised Genie agent to gather unvarnished feedback from across his 12,000-employee organization. He notes that employees are unlikely to confess things that go wrong directly to top executives.

Why it matters: Demonstrates how large enterprises can utilize internal AI agents to bridge communication gaps and gather honest operational feedback.

Read the full story at TechCrunch

7. MBZUAI’s IFM Releases PAN 2, an Open 29B World Model for Physical AI

The Institute of Foundation Models at MBZUAI released PAN 2, an Apache 2.0 world model that pairs an LLM planner with a 29B diffusion transformer. It can simulate up to 20 seconds of action outcomes as video.

Why it matters: Provides builders of physical AI and robotics with an open world model to simulate and plan complex agent actions.

Read the full story at MarkTechPost