💥 Nvidia’s Record Boom Meets Big Tech’s Chip Rebellion

This week's report backed by stats!

November 26, 2025

Welcome back to the AI Business Summary newsletter!

The Big Lead: Nvidia hits record sales as Big Tech races to build custom AI chips.

Here’s everything else you need to know this week in AI...

In Today’s Issue:

🔥 Nvidia Faces Custom Chip Competition Despite Record Sales

💻 Google Must Double AI Capacity Every 6 Months

🎨 Google Launches Nano Banana Pro Image Generator

🏭 OpenAI Partners with Foxconn for US Manufacturing

💼 C3.ai Expands Microsoft Cloud Integrations

💰 Anthropic Commits $30 Billion to Microsoft Azure

🏢 Amazon Operates 900+ Data Centers Worldwide

⚖️ White House Pauses AI Preemption Executive Order

🔐 Hackers Breach Major US Banking Vendor

Infrastructure & Compute

🔥 Nvidia faces custom chip competition despite record sales

  • Blackwell Systems sales are "off the charts" per CEO Jensen Huang.

  • Google's TPUs may match or beat Nvidia GPUs technically.

  • Amazon, Meta, and Microsoft are all building custom ASICs for AI.

  • AWS Trainium delivers 30-40% better price performance than competitors.

💻 Google must double AI capacity every 6 months

  • Infrastructure chief says demand requires 1000x growth in 4-5 years.

  • Capacity constraints limit user access to new tools.

  • The company expects 2026 to be an "intense" competitive year.

  • Cloud revenue hit $15 billion with $155 billion backlog.

🎨 Google launches Nano Banana Pro image generator

  • Built on Gemini 3 Pro with enhanced reasoning.

  • Generates accurate text in multiple languages within images.

  • Supports up to 14 image inputs with 5-person consistency.

  • Available across the Gemini app, Ads, and Workspace products.

Strategic Partnerships & Industry Moves

🏭 OpenAI partners with Foxconn for US manufacturing

  • Collaboration focuses on AI data center hardware design.

  • Manufacturing occurs at Foxconn's US facilities.

  • Aims to strengthen domestic AI supply chains.

  • OpenAI gets early access without purchase commitments.

💼 C3.ai expands Microsoft Cloud integrations

  • Partnership now spans Azure, Dynamics 365, and Sustainability Cloud.

  • Speeds up deployment of enterprise AI apps across industries.

  • Adds models for maintenance, fraud, and ESG analytics.

  • Strengthens joint effort to make AI adoption turnkey for large enterprises.

💰 Anthropic commits $30 billion to Microsoft Azure

  • Multi-year cloud partnership strengthens Microsoft's AI position.

  • The deal includes massive compute capacity allocation.

  • It could be Microsoft's most strategically important AI agreement.

  • Positions Azure as a major AI training infrastructure provider.

Capital, Talent & Global Expansion

🏢 Amazon operates 900+ data centers globally

  • The footprint spans 50+ countries beyond known Virginia/Oregon hubs.

  • Colocation facilities provide 20% of Amazon's total compute power.

  • The true scale is much larger than commonly understood.

  • Infrastructure supports exploding AI and cloud demands.

Regulation, Risk & Security

⚖️ White House pauses AI preemption executive order

  • Draft would challenge state AI laws through lawsuits.

  • Faced bipartisan pushback from state officials nationwide.

  • Would withhold federal broadband funding from regulating states.

  • Shows the Trump administration's pro-industry AI stance.

🔐 Hackers breach a major US banking vendor

  • A cyberattack hit financial tech firm SitusAMC on November 12.

  • Stolen data includes accounting records and legal agreements.

  • Affects clients like JPMorgan, Citi, and Morgan Stanley.

  • The FBI is investigating; the breach is focused on data theft, not ransomware.

🌱 Bonus Thought

Amazon's new AI system exposes a hard truth: as development speed explodes, security gaps multiply faster than teams can patch them. Their Autonomous Threat Analysis uses specialized AI agents competing in red versus blue teams, processing attacks and defenses at machine speed. Human security teams reviewing code manually cannot match this pace.

The pattern repeats across this week's headlines. Nvidia faces custom chip competition while demand outstrips supply. Google must double AI capacity every six months just to keep up. Banking breaches hit major vendors like SitusAMC, affecting JPMorgan and Citi. Your security org faces the same acceleration problem Amazon solved with ATA.

Traditional security, infrastructure, and governance models break under AI acceleration. Manual reviews, quarterly assessments, and human-only threat analysis become bottlenecks. The companies that survive won't just build faster. They'll architect systems that defend, scale, and adapt at machine speed before competitors exploit the gaps.

Automate your security weaknesses before your competitors find them.

📝 Business Prompt to Try

"Deploy an internal ‘AI Red Team’ exercise. Assign AI agents and human teams to probe your own systems, products, or workflows for weaknesses — security, compliance, or performance blind spots.

For each finding, rate severity, fix complexity, and potential financial exposure. Then, simulate remediation at machine speed using AI-driven patching or process re‑design, and compare outcomes to traditional human-only cycles.

Document where AI surfaces non‑obvious risks, drafts mitigations autonomously, or accelerates response workflows by over 50%."

Why It Works

  • Operational resilience: Converts AI from a static tool into an active, adaptive defense layer for your business.

  • Evidence-based improvement: Benchmarks AI’s detection and remediation power against human baselines for measurable ROI.

  • Faster feedback loops: Shows where autonomous agents cut threat‑to‑response time across infra, code, and compliance.

  • Confidence through visibility: Builds a verifiable, continuously updated security and quality posture as AI scales.

💡 Quote of the Week

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The real opportunity with AI is not automation, but augmentation, making every professional more powerful.

Satya Nadella