No AI bubble, but an LLM disaster?Nvidia’s record $57B revenue and upbeat forecast quiets AI bubble talkOpenAI's new code model GPT-5.1-Codex-Max is supposed to work on a task for longer than a day.New AI agent learns to use CAD to create 3D objects from sketches
The AI news for November 20th, 2025
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Here are the details of the day's selected top stories:
No AI bubble, but an LLM disaster?Source: https://www.all-ai.de/news/news24/llm-blase-desaster
Why did we choose this article?Differentiates hype from real value: Hugging Face's CEO argues the market risk is concentrated in LLM text play, not all AI. Useful strategic signal for founders, investors and product teams to favour specialization and efficiency over chasing giant, costly general models.
Nvidia’s record $57B revenue and upbeat forecast quiets AI bubble talkSource: https://techcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/
Why did we choose this article?High-impact industry indicator: Nvidia's massive revenue and forward guidance change the market narrative about an AI bubble. Practical takeaway: demand for AI compute remains strong, which affects hiring, infrastructure strategy and startup viability in compute-heavy domains.
OpenAI's new code model GPT-5.1-Codex-Max is supposed to work on a task for longer than a day.Source: https://the-decoder.de/openais-neues-code-modell-gpt-5-1-codex-max-soll-laenger-als-einen-tag-an-einer-aufgabe-arbeiten/
Why did we choose this article?Technical leap with practical implications: a code model designed for long-horizon tasks could materially change software development workflows and automation. Relevant for engineering leaders, tool builders and anyone evaluating AI-assisted developer productivity.
New AI agent learns to use CAD to create 3D objects from sketchesSource: https://news.mit.edu/2025/new-ai-agent-learns-use-cad-create-3d-objects-sketches-1119
Why did we choose this article?Concrete productivity gain: shows AI moving from text to manipulating domain-specific tools (CAD). Practical for product designers and engineering teams — potential to speed prototyping, lower skill barriers, and augment training.
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