December 02, 2025

AI Daily Business and News Rundown: 🇨🇳 China Overtakes U.S. in Open AI 🛍️ AI Wins Black Friday 2025: The "Agentic" Takeover 🤖 DeepSeek launches two new AI models to rival OpenAI & more

16 minutes

Welcome back to AI Unraveled, your strategic daily briefing on the business impact of artificial intelligence. It is Monday, December 1st, 2025, and the industry has just crossed two historic thresholds.

First, the balance of power in the 'Open AI Economy' has officially flipped—with Chinese developers overtaking the US in market share for the first time. Second, Black Friday has proven that the age of 'search' is dead, replaced by the age of 'prediction,' as AI agents drove nearly $12 billion in sales.

We are also covering DeepSeek’s new math-crushing model, Runway’s victory over Google, and why memory chips are about to become the most expensive resource on earth.

Let’s unravel the news.

Strategic Pillars & Topics

📉 Market & Strategy (Geopolitics, Finance, Regulation)

🇨🇳 China Overtakes U.S. in Open AI: An MIT/Hugging Face study confirms Chinese developers now hold 17.1% of the open AI market versus the U.S.'s 15.8%, signaling a "fundamental rebalancing" of the industry.
🛍️ AI Wins Black Friday: AI agents drove an 805% increase in shopping traffic, generating $11.8 billion in sales and proving that shopping intent has migrated from search bars to model prompts.
💾 Memory Chip Crunch: Micron is investing $9 billion in Japan to build next-gen AI memory chips. Meanwhile, Dell and HP warn that the AI data center boom creates shortages that will drive up costs for laptops and phones by 2026.
🤝 OpenAI’s Circular Deals: OpenAI is taking a stake in Thrive Holdings, creating a circular financial relationship as Thrive Capital is already a major OpenAI backer.

🛠 Products & Development (Capability, Efficiency, Tools)

🤖 DeepSeek-V3.2 Launches: The new Chinese model rivals GPT-5 High on math benchmarks and achieved Gold Medal status at the International Math Olympiad, challenging Western supremacy.
🎥 Runway Beats Google: Runway’s Gen-4.5 has claimed the top spot on the Video Arena leaderboard, displacing Google’s Veo 3 and OpenAI’s Sora 2 Pro by optimizing for NVIDIA’s Blackwell architecture.
🧮 ‘Aristotle’ Solves 30-Year Problem: Harmonic’s AI, "Aristotle," independently solved and formally verified Erdős Problem #124, ushering in the era of "vibe proving" (intuition + rigorous verification).
✈️ Virgin Australia x OpenAI: The airline is embedding ChatGPT tools directly into its flight planning and search systems.

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Keywords: DeepSeek-V3.2, Agentic Commerce, Open AI Economy, Runway Gen-4.5, Harmonic Aristotle, Erdős Problem, Micron Technology, OpenAI Thrive Deal, Memory Chip Shortage, xAI Valuation

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By Etienne Noumen

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