FUNDRAISING ANNOUNCEMENTS

• Luminal raises $25M to build the compiler stack that unlocks heterogeneous AI compute across chip vendors

GUEST INTERVIEWS

• Dylan Patel: Jensen's exit threatens NVIDIA's supply chain dominance, open source ecosystem, and AI deal pipeline
• Eric Newcomer at Cerebral Valley: Jensen's exit diffuses power across the chip ecosystem and opens lanes for challengers
• Author of *The Bitter Struggle* on US-China AI competition: chip export policy is bipartisan and China is not waking up yet

NEWS

• Jensen Huang resigns as NVIDIA CEO after second extramarital affair with direct report
• Colette Kress takes NVIDIA's helm as market loses $600B and board names new chair
• 31-year-old short seller at Culper Research shorted NVIDIA six months ago over its China problem — nobody listened
• OpenAI's upcoming unreleased cyber model hits 77% on ExploitGym benchmark, surpassing GPT-6 Cyber