Nvidia Probe, Anthropic IPO

By the Orchestra editors · 4 min read

TL;DR

Nvidia opens independent investigation into CEO Jensen Huang's ties to alleged Chinese spy
Anthropic presses ahead with IPO at up to $1.75T despite tech selloff
Claude Code's 'Don't Ask Again' feature found leaking thousands of developer secrets on GitHub
Goldman Sachs pulls Claude Code from bankers and traders over security concerns

AI · Worldwide

Nvidia board launches probe into Jensen Huang's ties to alleged Chinese spy

Nvidia's board has opened an independent investigation after reports that CEO Jensen Huang was targeted by China's Ministry of State Security through a Megaspeed executive. Huang admitted to an affair in an internal memo.

Anthropic pushes ahead with IPO at reduced valuation

Despite the broader tech selloff, Anthropic is pressing forward with its pre-Thanksgiving IPO targeting a $1.25T to $1.75T valuation, well below the hoped-for $2T. OpenAI separately raised $11B at $1.25T, also below initial expectations.

Claude Code credential leak exposes thousands of secrets on GitHub

Researchers found that Claude Code's "Don't Ask Again" permission feature leads developers to inadvertently commit credentials to public repos, with 2,539 exposed secrets counted and 1,122 password-containing files found on GitHub. Anthropic says it's working on fixes.

Goldman Sachs pulls Claude Code from bankers and traders

Goldman Sachs has revoked access to Claude Code for its banking and trading staff, reportedly over security and compliance concerns. The move follows the broader credential-leaking revelations around Anthropic's coding tool.

Research & Tools

AI coding agents still fail 74% of real-world tasks

Alibaba's new Co-Design Bench tests AI coding agents on requests that previously tripped them up in practice. Even GPT-6 Astra, the top performer, fully solves only 26.4% of tasks, while the same models score above 99% on older benchmarks. A useful reality check for teams relying on AI coding tools.

Karpathy builds curated video platform in a weekend with Claude

Andrej Karpathy used Claude Opus 5.5 to filter 43 million Hacker News comments down to 6,454 curated technical videos, calling the result better than YouTube's own recommendations. A neat demonstration of LLMs as data curation engines rather than generators.

Australian Tech

NSW bans BYOD devices in public primary schools from 2027

The NSW government is ending bring-your-own-device policies for public primary schools, with the change taking effect from 2027. The move follows growing concerns about screen time and equity in classroom technology access.