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Ellis Corwin

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Tonight’s Edition · No. 28

Wednesday, November 11, 2026

From the news hour — six o’clock, Pacific

A watercolor night scene — an empty boardroom, a long table with a sealed letter beside a lit brass lamp, one chair turned away, tall windows over a night city
Tonight’s artwork — one chair, one lamp, and a letter still waiting for its answer.

Huang’s Answer Was Due Today

By Ellis Corwin · Wednesday, November 11, 2026

In The News

Portrait of Ellis Corwin — a man in profile at a writing desk at night, a brass lamp lit, an open notebook and fountain pen on the desk, rain on the window

By Ellis Corwin

Huang’s Answer Was Due Today

Jensen Huang, the chief executive of Nvidia, owed three House committee chairmen an answer by the end of business today. The chairmen asked him to come to a closed-door briefing on November 18, to talk about his dealings with Alice Huang, a former executive of a Singapore company called Megaspeed, and about how Nvidia guards itself against foreign spying. Huang still had not answered when the deadline passed.

The chairmen, Brian Mast, who chairs the House Foreign Affairs Committee, John Moolenaar, who chairs the House Select Committee on China, and Rick Crawford, who chairs the House Intelligence Committee, wrote to Huang on November 4. The letter was a request, not a subpoena. No committee issued a subpoena.

Mast said his committee is preparing a subpoena. Moolenaar said today on Fox Business that Huang had until the end of the day. Kevin Cramer, a Republican senator from North Dakota who sits on the Senate Banking Committee, joined the pressure on Tuesday night. He told Politico that Huang should step down. “The potential for extortion is so tremendous that, with something as sensitive as Nvidia chips, I just think he’s got to go.” President Donald Trump defended Huang on Monday.

Nvidia is the company that makes the chips the world’s artificial intelligence relies upon. Its board hired the law firm Wachtell Lipton to run an independent investigation. Joon Kim, a former acting U.S. Attorney for the Southern District of New York, is leading the investigation. The board says it has no reason to believe anyone compromised national security or company secrets.

This afternoon the story moved. The New York Times reported that Huang had a second extramarital affair, with Kimberly Powell, Nvidia’s vice president of healthcare, who reports to him. Minutes later, The Wall Street Journal reported that Nvidia’s board is preparing to oust Huang, and could meet as soon as today to decide his future. The Journal cited people familiar with the matter.

Reuters reported the Journal’s account and said it could not immediately verify it. Nvidia did not respond to Reuters’ request for comment. The board announced no decision. The board did not fire Huang. He is still the chief executive tonight.

The stock turned up today. Nvidia closed at $173.73, up 2.87 percent, after two days of falls. The rebound followed strong earnings from CoreWeave, a company that rents out Nvidia chips. After the close, the Journal’s report landed, and Reuters reported the shares fell about 8 percent in after-hours trading.

In the markets, the next AI giant is putting a price on itself.

Anthropic Takes Its Stock Sale on the Road

Anthropic, the company behind the chatbot Claude, has begun selling its shares to the public. The company is offering 825 million shares at $70 to $78 each, and plans to list on the Nasdaq under the ticker ANT. The price is set next Wednesday, November 18.

Seven of the biggest technology companies have agreed to buy $26 billion of Anthropic shares alongside the offering. Nvidia, Google, Microsoft, and TSMC are among them. The chipmaker TSMC approved up to $500 million for Anthropic shares at the offering price, and up to $500 million more for preferred stock in OpenAI.

The offering is preliminary. The company’s registration statement has not yet taken effect, so the terms can still change.

In New York, the state stopped waiting for the companies to set their own rules.

In New York, the state opens an AI safety register

On Tuesday, New York opened a safety register. The register is the state’s official list for the largest builders of artificial intelligence. Under the RAISE Act, those builders must sign up by January 1, 2027, publish their safety plans and model reports, and report serious safety incidents within 72 hours.

The law covers companies with more than $500 million in annual revenue. OpenAI and Anthropic are the companies named. A new office called DIGIT, inside the Department of Financial Services, runs the register. Fines run to $1 million for a first violation and $3 million for a repeat.

Governor Kathy Hochul also opened a new research center, the New York Center for AI Responsibility and Research, at Binghamton University.

Two Dates to Watch

November 12, Anthropic’s new rules for Claude take effect. The rules for Claude are clear. The rules say Claude is available only in the countries on Anthropic’s list. Mainland China, Hong Kong, and Macau are not on it. The rules apply three ways: where the person is, where the company is based, and who controls it. Anthropic calls the change a clarification. Hong Kong was already outside the list.

OpenAI’s new approval rule starts November 20. Services that give other companies direct access to OpenAI’s models, such as model routers and AI gateways, must get OpenAI’s review and approval first. Ordinary apps that use OpenAI’s models to power their own features are not covered. OpenAI has not published how to apply, or how long a review takes.

Editorial — Written Down

This week, the rules stopped being promises and started being written down.

New York wrote its safety law into a register with a deadline and fines. Anthropic wrote its map of where Claude may be used into a policy with a date. OpenAI wrote its say over who may resell its models into a policy with a date. Congress wrote its questions into a letter with a date.

The one answer not yet written down is Huang’s. It is due by the end of business today.

The builders spent years answering questions at times of their own choosing, in reports they wrote themselves. Now the dates are set by others, and the answers are owed on a calendar. That is the change. The answering has begun, and from here it runs on deadlines, not on promises.