November 23, 2025

AI Business and Development Weekly News Rundown Nov 17-23 2025: ⚠️The Model War Flips: Google Unveils Gemini 3 as OpenAI Admits "Temporary" Defeat; 📉The Chip Wars Pivot: Trump, China, and the "Bubble" Signal & more

17 minutes

Welcome to AI Unraveled (From November 17 to November 23, 2025): Your daily strategic briefing on the business impact of AI.

This Week's Headline: The King is dead, long live the King? Google's Gemini 3 claims the throne, forcing a rare admission of "catch-up" from OpenAI, while Peter Thiel completely exits Nvidia.

Strategic Pillars & Topics

📉 Market & Strategy (Geopolitics, Finance, Regulation)

Nvidia’s "No-Win" & The China Pivot: Nvidia CEO Jensen Huang describes the current regulatory environment as a "no-win" scenario, but relief may be coming: the Trump administration is reportedly considering allowing high-end H200 chip exports to China to check Huawei's rise.
The "Bubble" Sell-Off: Peter Thiel has sold his entire Nvidia stake, citing bubble fears, a move mirrored by SoftBank earlier this month.
OpenAI vs. Gemini 3: Leaked internal memos reveal OpenAI is genuinely worried about Google's Gemini 3, with Sam Altman warning staff of "rough vibes" and economic headwinds ahead.
& more

🛠 Products & Development (Capability, Efficiency, Tools)

Gemini 3 Arrives: Google unveils Gemini 3, featuring "Deep Think" reasoning capabilities and dynamic UI generation. It currently beats GPT-5.1 on major benchmarks like Humanity’s Last Exam.
Hardware Onshoring: Foxconn confirms plans to manufacture OpenAI-specific hardware within the United States.
Grok 4.1: xAI launches Grok 4.1, boasting improved accuracy and, notably, "emotional understanding."
Nano Banana Pro: Google drops its next-gen efficient model, the "Nano Banana Pro," targeting edge devices.
& a lot more

🔊 AI x Breaking News (Facts → AI Angle)

Oncology & Genomics: Following Tatiana Schlossberg’s AML diagnosis news, attention shifts to how AI oncology models are now guiding risk stratification and drug combinations from genomics.
UFO/UAP Disclosure: With "Age of Disclosure" trending, AI OSINT tools are being deployed to analyze satellite imagery, while RAG systems help public explainers anchor complex timelines.
Black Friday 2025: AI is powering dynamic pricing and personalized ads, while fraud detection models work overtime to flag fake storefronts and coupon abuse.

Host Connection & Engagement

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Email: [email protected]

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Keywords: Gemini 3, OpenAI, Nvidia, Peter Thiel, H200 Chips, Figure AI, Grok 4.1, Physical AI, Jeff Bezos, AI Bubble, Foxconn, Sam Altman, Sovereign AI.

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By Etienne Noumen

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