Latest AI News Cycle for Thursday, November 27, 2025

• Nvidia Profits Soar, Shattering Expectations Amidst AI Boom: Nvidia's earnings are the single most important barometer for the entire AI industry's health and investment. Their massive profit growth validates the unprecedented spending on AI infrastructure and signals continued momentum for the hardware that powers the AI revolution, impacting stock markets and corporate strategy globally.
• DeepSeek Rival's Backer Monolith Raises $289 Million: A funding round of this magnitude ($289M) for a Chinese AI firm is a major geopolitical and business event. It signals intense global competition in the foundational model space and demonstrates that significant capital is flowing to challengers of established players like OpenAI and Google.
• Chinese Tech Giants Move AI Training Offshore to Access Nvidia Chips: This is a critical development in the global AI chip war. It shows that major players like Alibaba and ByteDance are creating complex international operations to circumvent US restrictions, highlighting Nvidia's current indispensability and the geopolitical tensions shaping the AI supply chain.
• Alibaba Launches $537 Qwen-Powered AI Glasses to Rival Meta: This is a major product launch from a global tech giant, moving generative AI from screens into a wearable hardware format. It establishes a direct competitor to Meta's Ray-Ban glasses and signals the beginning of a new consumer hardware race centered on AI assistants.
• OpenAI Discloses Data Leak via Third-Party Analytics Vendor: A security breach at the world's leading AI company is a major event. This incident raises critical questions about supply chain security for AI services and could impact enterprise trust and adoption, forcing a re-evaluation of how companies vet their technology partners.
• AI Video Startup Synthesia Reaches $100M Annual Recurring Revenue: Reaching the $100M ARR milestone is a powerful indicator of strong product-market fit and significant enterprise adoption. It provides a concrete ROI metric, proving that AI-driven video generation is not just a novelty but a scalable business tool delivering tangible value to corporate clients.
• MIT Study: AI Can Already Perform 12% of US Jobs, Worth $1.2T: This quantitative study from a major research institution provides a stark, data-driven look at the immediate impact of AI on the labor market. The finding that 11.7% of jobs are already automatable moves the conversation from future speculation to present-day reality for executives planning their workforce.
• US Patent Office Issues New Guidelines for AI-Assisted Inventions: This is a landmark policy development that will directly impact the future of innovation and intellectual property. The new guidelines clarify how AI's contribution to inventions will be treated, affecting R&D strategy, investment in AI tools, and the very definition of human inventiveness.