Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
AI Daily Podcast 11/21/2025
Today’s podcast episode was created from the following stories:
Nvidia CEO dismisses concerns of an AI bubble. Investors remain skeptical
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By: Paresh Dave | Published: November 19, 2025
Nvidia posted record quarterly sales and forecast more growth, as CEO Jensen Huang argued the AI boom is far from a bubble. Shares rose after hours but remain below October highs amid investor worries about sustainability, despite roughly $500 billion in unfilled GPU orders and broad investments in AI partners. Key risks include potential power and supply constraints as 90% of revenue now comes from data centers.
Nvidia CEO Jensen Huang isn’t worried about a bubble. He says the AI boom is just getting started.
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By: Geoff Weiss | Published: November 20, 2025
Huang highlighted three structural shifts powering Nvidia’s runway: the move from CPUs to GPUs as Moore’s Law slows, the rise of generative AI, and the emergence of agentic and physical AI. The company reported $57 billion in revenue and guided to $65 billion, with clouds “sold out” and GPU capacity fully utilized. The results lifted chip peers, underscoring Nvidia’s central role in AI infrastructure.
5 biggest takeaways from Nvidia’s Q3 earnings — from the AI bubble to new Saudi partnerships
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By: Katherine Li | Published: November 20, 2025
Nvidia beat expectations with $57 billion in revenue and raised guidance to $65 billion, fueled by a $51 billion data center haul. New partnerships with OpenAI, Anthropic, Uber, and xAI—plus a massive Saudi data center—signal deepening ecosystem ties, even as China export limits remain a drag. Management sees hyperscalers as a major growth driver and is betting big on AI infrastructure and robotics.
Republicans and Europe agree: It’s time to make life easier for AI companies
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By: Ece Yildirim | Published: November 20, 2025
The European Commission proposed loosening parts of the AI Act and GDPR, allowing broader use of anonymized data and delaying enforcement on some high-risk AI rules. In the U.S., Republicans are pushing a moratorium on state AI laws and a potential executive order to challenge state measures—while an industry-backed AI Infrastructure Coalition takes shape. The regulatory pendulum is swinging toward acceleration, with major implications for compliance and market speed.
Major labels team up on new AI streamer where users slop-ify songs: Report
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By: Mike Pearl | Published: November 20, 2025
Warner, Universal, and Sony reportedly backed a new AI-centric streaming service called Klay, aiming to let users legally “remake” songs in different styles with artist controls. Recent label settlements with Udio suggest a shift from litigation to partnership, with large catalogs licensed for training. If successful, Klay could redefine how fans engage with music while reshaping rights and revenue models for artists.
ChatGPT Atlas browser gains vertical tabs, passkeys, and more
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By: Tim Hardwick | Published: November 20, 2025
OpenAI’s Atlas browser for Mac adds vertical tabs, improved downloads, iCloud passkeys, Chrome extension imports, and an upgraded Ask ChatGPT sidebar. Users can now set Google as the default search engine, as AI browsers increasingly compete on productivity and built-in assistance. The update follows the launch of GPT-5.1 Pro, signaling a rapid cadence of consumer-facing AI enhancements.
With the rise of AI, Cisco sounds an urgent alarm about the risks of aging tech
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By: Lily Hay Newman | Published: November 20, 2025
Cisco’s new “Resilient Infrastructure” initiative warns that legacy network gear—often unpatched and misconfigured—poses a growing security threat as AI tools accelerate attacks. The company will add stronger end-of-life warnings and remove unsafe legacy settings, while research flags the UK and US as especially exposed. It’s a call for board-level action to address cybersecurity debt before adversaries exploit it.
Taken together, these stories paint a picture of AI’s rapid mainstreaming: record-breaking infrastructure demand, lighter-touch regulation, consumer tools leveling up, and creative industries reinventing themselves. Yet the groundwork matters—power, supply chains, and aging tech could become chokepoints if leaders don’t invest. As AI accelerates, resilience, trust, and smart governance will separate the winners from the rest.
