The AI supply chain on November 12 landed on four layers, and only three of eight items carry a price that closed in this window. Nvidia said Jensen Huang had resigned as president and CEO with the CFThe AI supply chain on November 12 landed on four layers, and only three of eight items carry a price that closed in this window. Nvidia said Jensen Huang had resigned as president and CEO with the CF
Stocks AI Daily on Nov 13, 2026: Kyuden Takes Over Long-Term O&M at the 4.4 GW Homer City Plant
The AI supply chain on November 12 landed on four layers, and only three of eight items carry a price that closed in this window. Nvidia said Jensen Huang had resigned as president and CEO with the CFO stepping in, the most watched item of the day; yet the long-term signing happened on the power side, where a planned 4.4 GW gas plant in Pennsylvania put its operations out to contract and Riot's quarterly filing named Anthropic as the tenant of its 910 MW campus for the first time.
AI Supply Chain in Six Layers
Today's AI Briefs
Layer 1 Models & Apps | 2 items
Mirendil closes a $1,000M Series A
Funding | Completed | Mirendil press release 2026/11/12
Mirendil (private, no ticker) was led by Kleiner Perkins and Clearlake with Google (Ticker: GOOGL) joining, and builds agent software and a cloud platform meant to let one person do the work of a team.
Agile Robots raises $500M in a Series F at an $8.5B valuation
Funding | Completed | SiliconANGLE 2026/11/12
Agile Robots (private, no ticker) was led by SoftBank with Nvidia (Ticker: NVDA) and Hitachi joining, taking total capital raised to $2,000M, and will spend it on humanoid and wheeled robot output.
Layer 2 Chip Design | 2 items
Nvidia announces a CEO transition with its CFO stepping in
Launch | Completed | NVIDIA press release (GlobeNewswire) 2026/11/12
Nvidia (Ticker: NVDA) said Jensen Huang resigned at once as president, CEO and director, that CFO Colette Kress serves as interim CEO while keeping the CFO role, and that Harvey Jones becomes its first board chair; the board said operations, customer commitments and the product roadmap continue without interruption.
Cerebras posts core revenue of $230.9M for the third quarter, up 70%
Launch | Completed | Cerebras 8-K (SEC) 2026/11/12
Cerebras (Ticker: CBRS) reported third quarter core revenue of $230.9M, up 70% year on year, with $26,100M of remaining performance obligations and 700 MW of data center capacity secured, and said a deal with a top three hyperscaler will be detailed next year.
Layer 5 Racks & Cooling | 2 items
Samsung is reported to be in talks to buy cooling maker Modine
M&A | Press report, unconfirmed | Bloomberg and Reuters 2026/11/12
Samsung (listed in Korea, no ticker) is reported to be discussing a purchase of Modine (Ticker: MOD) that could be finalised within weeks or fall apart; Modine carries a market value of $5,600M, neither company commented and no price was given.
Naver signs a 2 trillion won AI compute contract worth about $1,500M
Contract | Completed | The Korea Herald and The Korea Times 2026/11/12
Naver (listed in Korea, no ticker) disclosed its first external AI factory contract on an earnings call, with the customer unnamed, about 20 MW supplied and delivery starting in 2027; the factory is built with Nvidia (Ticker: NVDA) and Brookfield and runs 55 MW next year, reaching 200 MW by 2028.
Layer 6 Power | 2 items
Kyuden takes over long-term O&M at the 4.4 GW Homer City plant
Contract | Completed | Homer City Generation press release 2026/11/12
Kyuden Energy Partners (part of the Kyushu Electric group, no ticker) and Homer City Generation signed a long-term operations and maintenance agreement for the planned 4.4 GW gas plant in Indiana County, Pennsylvania, which will run seven GE Vernova (Ticker: GEV) 7HA.02 turbines and whose PJM wholesale participation Kyuden will handle; initial campus capital is $10,000M, while the contract value, its term and a first-power date were all left undisclosed.
Riot's 10-Q names Anthropic as the Corsicana tenant for the first time
Launch | Completed | Riot Platforms 10-Q (SEC) 2026/11/12
Riot Platforms (Ticker: RIOT) wrote the tenant's name, Anthropic (private, no ticker), into its quarterly filing for the first time and disclosed base rent of $130.0 per kW a month escalating 3% a year, with 910 MW delivered in three phases; the $28,000M total contract value was published when the lease took effect on November 4 and is not counted this issue.
Today's Takeaway
Countable deal value this issue is $3,000M, with $10,000M excluded. All three counted items are primary-market rounds or a single compute contract, and none of them is a purchase or a merger; the excluded figure is initial capital for the Homer City campus, which is capital spending rather than deal value. The two biggest numbers on the page, $28,000M and $26,100M, are a lease total published on November 4 and a remaining obligation balance, and neither moved today. The handover changed no delivery dates either, with the first 400 MW at Corsicana still set for September 2027.
How to use this next time: when a big headline lands, separate what it changes in expectations from what it changes in cash flow. The company swapping chief executives today is the largest one on the board, yet the contracts actually signed sat in plant operations and a data hall lease, and those run on a completely different clock. Keeping "value published today" apart from "value closed today" stops you from reading a lease signed last week, or a backlog balance, as fresh demand.
Disclaimer: This article was prepared by the MEXC equities spot team (MEXC Stocks) for market information and educational reference only. It is not investment advice and contains no buy or sell opinion. All stocks and companies mentioned are publicly discussed names and do not represent a recommendation or view of MEXC. Investing involves risk, so please exercise your own judgement.
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