Daily Brief - 13 November 2026

Anthropic makes moves in both capital markets and product, while Nvidia faces governance scrutiny and e-commerce platforms resist AI agents.

Anthropic targets $1.4 trillion valuation with 825 million share offering

The Claude developer filed updated prospectus terms pricing 825 million Class A shares between $70 and $78, aiming to raise up to $64.35 billion from the public offering. At the upper bound, the company would reach a fully diluted valuation of $1.404 trillion, a 45 per cent premium over its May fundraise valuation of $965 billion but below earlier $2 trillion targets. Read more →

Short seller flagged Nvidia-Megaspeed ties months before espionage probe

Culper Research published a short position on Nvidia on 13 May 2026, citing an uncomfortably close executive relationship and unusual financial patterns at Singapore customer Megaspeed. Six months later, those observations underpin a national security investigation after Jensen Huang acknowledged an extramarital relationship with Megaspeed executive Alice Huang over the weekend. Read more →

Nvidia operates without board chair, alone among S&P 100 peers

The chip maker is the only company among the hundred largest US firms by market capitalisation lacking a designated board chair, according to Fenwick data compiled in 2025. The structure centres authority around Jensen Huang, who serves as chief executive among ten board members with no formal hierarchy above him. Read more →

Google adds security and high-memory variants to eighth-gen TPU lineup

The company introduced TPU 8tx, developed with AMD, which embeds hardware-level security for confidential AI workloads, and TPU 8i Max, which doubles the memory, processing capacity and bandwidth of the April-released TPU 8i. Both chips target workloads where data sensitivity or context size has been a bottleneck. Read more →

Alibaba, Tencent and Huawei secure Gulf infrastructure partnerships

Three Chinese tech giants formalised agreements across Saudi Arabia, UAE and Qatar in recent weeks, targeting different segments of the enterprise stack. Alibaba Cloud entered a technical training arrangement with Dubai Chamber of Digital Economy focused on AI agent adoption, with programmes running through Dubai Chambers Academy for private-sector businesses. Read more →

Claude Code configuration flaw exposes over 1,000 files with live credentials

Security researchers at Apiiro discovered roughly 1,100 public GitHub repositories containing database passwords, API tokens and private SSH keys stored in plaintext within Claude Code configuration files. The issue stems from how the coding assistant records user decisions about automated shell commands, affecting 63 organisations from individual contractors to mid-sized teams. Read more →

eBay blocks AI shopping agents, following Amazon's lead

The marketplace now restricts tools including Meta's Muse agent from retrieving product listings and pricing information. A user who configured Muse to compile daily watch listing summaries found the service unable to retrieve any eBay content in recent weeks, with the agent reporting being blocked entirely. Read more →

Anthropic launches Claude Sheets and meeting tools to enter productivity market

The company introduced Claude Sheets at a San Francisco event on 10 November, allowing the AI assistant to generate and modify spreadsheets with multiple tabs, formulas and standard formatting. Files export to Excel format and integrate with the existing Google Workspace plugin, available in beta to paid subscribers across web, desktop and mobile platforms. Read more →

Compiled by OTW Briefing Desk from Opentechwire reporting.