The AI Daily Brief: Artificial Intelligence News and Analysis A Huge Week for AI Models Gets Even Bigger
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Nov 21, 2025 Exciting developments in AI as OpenAI rolls out GPT-5.1 Pro and Codex Max, showcasing enhanced coding capabilities. NVIDIA's impressive earnings reshape industry perceptions and highlight the relentless momentum in AI. Insights on how GPU demand is soaring, and geopolitical implications of U.S. chip sales to the Middle East are discussed. Early testers weigh in on the strengths and limitations of the new models, indicating significant potential in research and complex coding tasks. This week may redefine the conversation around AI advancements.
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Three Platform Shifts Power AI Economy
- Jensen Huang framed three simultaneous platform shifts: CPUs→GPUs, generative AI, and agentic/physical AI driving massive, compounding demand.
- This creates a virtuous cycle where training and inference compute accelerate across the entire AI stack.
NVIDIA's Earnings Quiet Bubble Fears
- NVIDIA reported revenue up 62% with cloud GPUs sold out, signaling no near-term slack in AI demand.
- Markets reacted positively, undercutting the 'AI bubble' thesis with concrete sales and growth visibility.
Compaction Extends Model Horizons
- OpenAI released GPT-5 Codex Max built for long-running coding tasks via a process called Compaction that prunes history while preserving key context.
- Compaction enables models to coherently work over millions of tokens and sustain multi-hour to multi-day agentic work.