BAD SIGNAL
The SignalAbout
  1. Cerebras co-founder and CEO Andrew Feldman smiling in glasses, a navy plaid blazer and lavender shirt, in an official company headshotCerebras posts record quarter, raises its 2026 outlook and signs MicrosoftCerebras Systems said on Nov. 12, 2026, that third-quarter core revenue rose 70% to a record $230.9 million, raised its full-year outlook and named Microsoft as its third hyperscaler customer.
  2. Six Gentle Monster intelligent eyewear frames from Samsung and Google in black, white and burgundy with clear, blue, grey and brown lenses, each labeled Gentle Monster, Google and SamsungSamsung and Google's Gemini glasses open for preorder, ship Dec. 10 from $395Samsung said on Nov. 12, 2026, that its Gemini-powered intelligent eyewear, made with Google, Gentle Monster and Warby Parker, is open for preorder in the U.S. and goes on sale Dec. 10.
  3. A SpaceX building with the company's X logo and a palm tree beside an American flag under a blue sky at Starbase, TexasSpaceX plans $74 billion of AI supercomputer campuses in Texas and ArizonaSpaceX said on Nov. 12, 2026, it plans to invest more than $74 billion in two supercomputing campuses, one at its Starbase site in Texas and one in Cochise County, Arizona.
  4. Nebius founder and CEO Arkady Volozh speaking into a handheld microphone on stage in a dark sweater, with part of the Nebius logo behind himNebius beats on revenue, trims its 2026 outlook and plans up to $45 billion in spendingNebius reported on Nov. 12, 2026, third-quarter revenue of $980.8 million, up 571% from a year earlier, while trimming its 2026 revenue outlook and raising its spending plans.
  5. Three members of the Nebuly team standing side by side in t-shirts in a bright industrial-style officeNebuly raises $21M to tell companies whether their AI agents are actually paying offNebuly said on Nov. 12, 2026, it raised a $21 million Series A led by Planven to help enterprises measure the business value of their AI agents.
  6. Colette Kress, Nvidia's CFO and newly named interim CEO, with long blonde hair and a black turtleneck, smiling in an official company portrait against a light gray backgroundJensen Huang resigns as Nvidia CEO, and CFO Colette Kress takes over for nowNvidia said on Nov. 12, 2026, that Jensen Huang has resigned as president, CEO and board member, effective immediately, with CFO Colette Kress serving as interim CEO while the board searches for a permanent successor.
  7. The Orakl Oncology team, about 17 people, posing around a beige sofa in a bright office, with CEO Fanny Jaulin seated at right in a black jacketOrakl Oncology raises $34M to test cancer drugs on "virtual patients" firstOrakl Oncology said on Nov. 12, 2026, it raised a €30 million ($34 million) Series A co-led by Norrsken VC and Singular to scale its AI "virtual cancer patient" platform.
  8. A soldier's gloved hand on a rugged laptop showing SE3's 3D map of terrain and drone data, set up in the back of a vehicle in the fieldSE3 raises $30M to give military drones a shared 3D map they can take orders fromSE3 said on Nov. 12, 2026, it raised a $30 million Series A led by Accel, five months after leaving stealth, to scale spatial-intelligence software already deployed in Ukraine.
  9. Nvidia founder and CEO Jensen Huang, gray-haired in glasses, a black suit and tie, smiling as he arrives at a White House dinner in November 2025Nvidia's board is reportedly weighing whether Jensen Huang keeps his jobNvidia's board met on Nov. 11, 2026, to decide the future of founder and CEO Jensen Huang, according to the Wall Street Journal and the Financial Times, and the stock fell more than 8% in after-hours trading while the company stayed silent.
  10. The Plurai team, about 15 people in matching black Plurai T-shirts, posing outdoors between trees and office buildings, with the front row crouchingPlurai raises $13M to crash-test AI agents the way Waymo tests carsPlurai launched Plurai simulation on Nov. 11, 2026, a free-to-start tool that stress-tests AI agents against simulated users and edge cases, and said it raised a $13 million seed round led by Team8.
  11. Fractile founder and CEO Walter Goodwin sitting at a light wood table in a navy T-shirt, smiling, with tall snake plants and a window behind himFractile raises $720M, and Britain wants a piece of the AI chip raceFractile, a British startup designing chips to run AI models faster and cheaper, raised a $720 million Series C on Nov. 11, 2026, with the U.K. government's Sovereign AI Venture Fund and the British Business Bank among the backers, in a round the government says values the company at over £5 billion.
  12. Two white-and-black robot arms running Runway's Praxis-1 lift a dark red cloth toward a black paper shopping bag on a white tableRunway gives away Praxis-1, its robot brain, as open weightsRunway said on Nov. 11, 2026, that Praxis-1, the world action model it introduced in September to control robots, is now available to everyone with open weights under the Apache 2.0 license, including for commercial use, on GitHub and Hugging Face.
  13. Four grey Torus Foundry modular AI computing units installed outside GigaOne, Torus's factory in Salt Lake City, with power lines behindTorus raises $500M to drop AI computers wherever the power already isTorus, a Salt Lake City energy storage maker, said on Nov. 11, 2026, that it raised $500 million in a round led by Magnetar and launched Torus Foundry, prefabricated units that put 1 to 20 megawatts of AI inference computing at existing sites using grid power those sites already have.
  14. Databricks Genie Ontology screen showing a map of business domains such as Products, Finance, Sales and Marketing, with top experts and referenced pages in a side panelDatabricks turns Genie into an always-on AI coworker that runs jobs on its ownDatabricks said on Nov. 11, 2026, that its Genie assistant is now an autonomous AI coworker that handles long-running enterprise work within guardrails admins set, backed by a new Genie Ontology for business context, Genie Search across company systems, and Unity Gateway controls for access, tracing and spending caps.
  15. Helix co-founders Alex Oberg, Anna Dorofiyenko and Mike Hall in a living room, two seated on a brown leather couch and one perched on its armSiri co-founder backs Helix, which wants four spoken numbers to replace CAPTCHAHelix, a voice verification startup founded in 2025, has raised $6 million in a round led by Chicago Ventures, with Siri co-founder Dag Kittlaus backing the company and joining as an advisor, TechCrunch reported on Nov. 11, 2026.
  16. OpenAI's mock-up of a verified business profile in ChatGPT for a toy shop, with a Start chat button for its Business Agent beside a ChatGPT answerOpenAI lets businesses claim their ChatGPT profiles and launch their own agentsOpenAI said on Nov. 10, 2026, that it is launching Businesses in ChatGPT in beta, letting companies claim and verify their business through a new Business Hub, keep prices and availability current, see aggregated data on how ChatGPT users engage with them, and, for eligible U.S. ecommerce and online-service businesses, launch a Business Agent that chats with customers.
  17. Graphon Labs co-founders Deepak Mishra, Arbaaz Khan and Clark Zhang sitting on a tan leather couchGraphon Labs raises $35M to give AI agents a memory that doesn't fall apartGraphon Labs, a San Francisco startup building memory for AI agents, said on Nov. 10, 2026, that it raised a $35 million Series A led by RRE Ventures, bringing its total funding to about $43 million less than six months after its seed announcement.
  18. Bay's team, in matching white Bay T-shirts, posing on the Tel Aviv beach promenade with the sea behind themBay comes out of stealth with $50M to stop AI agents before they do something dumbBay, a Tel Aviv AI agent security startup founded less than a year ago, said on Nov. 10, 2026, that it emerged from stealth with $50 million in total funding, including a $37 million Series A led by Battery Ventures and a previously undisclosed $13 million seed led by YL Ventures and Striker Venture Partners.
  19. Mosaic Intelligence Labs co-founders Dr. Ileana Pirozzi, CEO, and Dr. Alison Mackanic, CTO, standing outdoors with arms crossed in front of greeneryMosaic comes out of stealth with $47M to teach catheters to find their own way through blood vesselsMosaic Intelligence Labs, a San Francisco surgical-robotics startup, said on Nov. 10, 2026, that it emerged from stealth with $47 million in seed funding from investors including 8VC, Fundomo, Lingotto Innovation and Obvious Ventures to build sensing-enabled instruments, 3D spatial intelligence and robotic control for procedures performed through blood vessels.
  20. Headshot of Mercor co-founder and co-CEO Brendan Foody against a gray backgroundMercor raises $750M at a $20 billion valuation to sell enterprises the AI-training playbook it built for frontier labsMercor, the San Francisco company that pays a network of more than five million experts to train and evaluate AI models, said on Nov. 10, 2026, that it raised a $750 million Series D at a $20 billion valuation to expand its evaluation and post-training business so companies in any industry can test and train AI agents on their own work.