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google, openai and anthropic Updates

The artificial intelligence sector is buzzing with significant advancements and strategic partnerships, as major players like Google, OpenAI, Anthropic, Microsoft, and Nvidia push the boundaries of AI capabilities and market influence. Google's Gemini 3.0 Pro, which entered public preview on November 18, 2025, stands out with its native multimodal support for text, images, audio, and video, alongside an impressive 1 million token input window. This model, often associated with the community term 'Antigravity' for its agentic development platform, offers enhanced multi-step reasoning, robust tool calling, and enterprise-grade controls through Vertex AI, including a 'Deep Think' mode for complex tasks. OpenAI's GPT-5.1, rolled out from November 12, 2025, focuses on adaptive reasoning and improved instruction following, available in 'Instant' and 'Thinking' variants. Both models support large contexts and agentic workflows, with their suitability depending on specific project needs, such as agentic coding or multimodal content analysis. Anthropic's Claude Sonnet 4.5, optimized for coding and complex agents with a 200,000 token capacity, shows strong performance in benchmarks like SWE-bench Verified. In a major industry development, Anthropic, Microsoft, and Nvidia announced a $30 billion partnership. Anthropic committed to purchasing compute capacity from Microsoft Azure, which leverages Nvidia's Grace Blackwell and Vera Rubin systems. Microsoft plans to invest up to $5 billion in Anthropic, while Nvidia will invest up to $10 billion. This collaboration aims to integrate Claude models like Sonnet 4.5, Opus 4.1, and Haiku 4.5 into Microsoft Foundry and Copilot products, with Microsoft also building AI superfactories using Nvidia Blackwell GPUs. Nvidia, often called an AI 'poster child,' continues to demonstrate strong market demand for its chips, expecting a 56% revenue jump to $54.92 billion for its August-October quarter and holding $500 billion in bookings through 2026. Despite concerns about shrinking gross margins and US export curbs to China, experts like R 'Ray' Wang assert that Nvidia's growth is not a bubble. The US government recently approved the sale of tens of thousands of advanced AI semiconductors, equivalent to 35,000 Nvidia GB300 processors, to Emirati firm G42 and Saudi firm Humain, following G42's commitment to divest from Chinese tech giant Huawei. Microsoft had previously invested $1.5 billion in G42. Beyond these giants, other AI innovations are emerging. Poly, a Y Combinator-backed startup, relaunched on November 19, 2025, as a cloud storage service with AI-powered search, offering 100GB of free storage and an AI assistant for file management. Perplexity AI is launching a free agentic shopping product for US users, partnering with PayPal to streamline online purchases directly from search answers. Meanwhile, China's Tsinghua University is reportedly surpassing top US universities in AI research papers and patent generation, filing nearly 5,000 AI and machine-learning patents between 2005 and 2024, though US tech companies like Google and Microsoft actively recruit Chinese AI talent. The rapid adoption of AI also brings challenges, with a British Film Designers Guild survey revealing that 66% of its members fear job displacement due to AI-driven cost-cutting. Furthermore, the autonomous nature of AI agents introduces new security risks, such as over-provisioned access and 'goal drift,' necessitating layered security strategies.

Key Takeaways

Google's Gemini 3.0 Pro entered public preview on November 18, 2025, featuring native multimodal support, a 1 million token input window, and a 'Deep Think' mode for complex reasoning.
OpenAI's GPT-5.1 rolled out from November 12, 2025, focusing on adaptive reasoning and improved instruction following with 'Instant' and 'Thinking' variants.
Anthropic, Microsoft, and Nvidia formed a $30 billion partnership, with Microsoft investing up to $5 billion and Nvidia up to $10 billion in Anthropic.
Anthropic will purchase compute capacity from Microsoft Azure, utilizing Nvidia's Grace Blackwell and Vera Rubin systems, and integrate Claude models into Microsoft's Copilot and Foundry.
Nvidia expects a 56% revenue jump to $54.92 billion for its August-October quarter and holds $500 billion in bookings through 2026, with experts dismissing 'bubble' concerns.
The US approved the sale of tens of thousands of advanced AI semiconductors, equivalent to 35,000 Nvidia GB300 processors, to Emirati firm G42 and Saudi firm Humain.
Poly relaunched on November 19, 2025, as an AI-powered cloud storage service, offering 100GB free storage and an AI assistant for file management.
Perplexity AI is launching a free agentic shopping product for US users, partnering with PayPal for seamless online purchases directly from search answers.
China's Tsinghua University leads in AI research papers and patent generation, filing nearly 5,000 AI and machine-learning patents between 2005 and 2024.
A British Film Designers Guild survey found 66% of its members fear job loss to AI, driven by cost-cutting, while AI agents introduce new security risks like 'goal drift' due to their autonomous decision-making.

Gemini 3 Pro and GPT 5.1 models compared for 2026

Google's Gemini 3.0 Pro and OpenAI's GPT-5.1 are top AI models for 2026 projects. Gemini 3.0 Pro entered public preview on November 18, 2025, offering native text, image, audio, and video support with a large 1 million token input window. GPT-5.1 rolled out starting November 12, 2025, focusing on adaptive reasoning and improved instruction following through Instant and Thinking variants. The best choice depends on specific project needs like agentic coding, long-context research, or multimodal content. Both models offer developer controls and enterprise features, with pricing and availability varying.

Antigravity's long context window explained

The term "Antigravity's Infinite Context Window" is a community phrase, not an official Google claim. Google introduced Gemini 3 and Antigravity in November 2025 as an agentic development platform for complex software tasks. Antigravity uses very large, but finite, context windows. Its ability to handle long contexts comes from model innovations like sparse attention and Infini-attention, along with system-level methods such as Retrieval-Augmented Generation and hierarchical summaries. While large windows are powerful, research shows that models can still struggle with reasoning in very long contexts.

Gemini 3.0 offers strong foundation for AI agents

Google's Gemini 3, released on November 18-19, 2025, aims to be a strong foundation for AI agents. It features improved multi-step reasoning, native multimodality, and seamless integration with Workspace and Vertex AI. Gemini 3 supports complex tasks through better planning, tool use, and access to live information across applications. For businesses, it offers enterprise-grade controls like IAM, audit trails, and private networking for secure and governed AI agent deployment. A "Deep Think" mode is also rolling out for more challenging reasoning tasks.

Gemini 3.0 strengthens AI agent capabilities

Gemini 3.0, updated on November 19, 2025, is designed to be a reliable foundation for AI agents. It introduces controllable reasoning with a `thinkingLevel` parameter and a "Deep Think" mode for complex tasks, initially for safety testers and Google AI Ultra subscribers. The model also features robust tool calling, strong multimodal understanding, and stable long-context behavior. Google Cloud provides enterprise-grade governance and safety features through Vertex AI, including the Frontier Safety Framework and Workspace admin controls. Teams can use a practical evaluation playbook to test agentic behaviors like multi-step planning and multimodal reasoning.

Gemini 3 Pro and GPT 5.1 models compared

In November 2025, Google's Gemini 3.0 Pro and OpenAI's GPT-5.1 emerged as leading AI models. Gemini 3.0 Pro, in preview since November 18, offers native multimodality across text, images, audio, and video, with a 1 million token input window. It also provides developer controls for reasoning and streaming function calls. GPT-5.1, rolled out from November 12, focuses on adaptive reasoning and instruction following, with "Instant" and "Thinking" variants. Both models support large contexts and agentic workflows, but their specific strengths and pricing models differ, making the best choice dependent on project needs.

Gemini 3.0 and Claude 4.5 AI models compared

Google's Gemini 3.0 and Anthropic's Claude Sonnet 4.5 are advanced AI models with different strengths. Gemini 3.0 features a "Deep Think" mode for complex problems, native multimodality, and supports over 1 million tokens, excelling in academic benchmarks and multimodal tasks. Claude Sonnet 4.5 is optimized for coding and complex agents, offering reliable long-horizon operations with 200,000 tokens, showing strong performance in coding benchmarks like SWE-bench Verified. The best model depends on specific needs, with Gemini 3.0 suited for math/science and multimodal analysis, and Claude 4.5 for robust autonomous workflows and tool use.

Gemini 3.0 manages ultra long contexts

Gemini 3.0 handles ultra-long contexts with a native input window of about one million tokens, as documented by Google in November 2025. This allows the model to process text, images, video, audio, and PDFs simultaneously. Google provides developer controls like `media_resolution` and `thinking_level` to manage context efficiently. Gemini 3.0 uses context caching, prompt discipline, and media budgeting to optimize performance. It also employs sliding-window mechanics to prevent abrupt failures near context limits. This capability is crucial for tasks like whole-codebase analysis and large document synthesis.

Microsoft Nvidia Anthropic partner for Claude AI

Anthropic, Microsoft, and Nvidia announced a major $30 billion partnership to boost Claude AI. Anthropic will buy compute capacity from Microsoft Azure, which uses Nvidia's technology, to scale its Claude AI models. Nvidia and Anthropic will also work together to design future AI workloads and optimize Nvidia architectures. Microsoft will invest up to $5 billion in Anthropic, and Nvidia will invest up to $10 billion. This collaboration will make Claude models like Sonnet 4.5, Opus 4.1, and Haiku 4.5 available on Microsoft Foundry and integrate Claude into Microsoft's Copilot products. Microsoft is also building AI superfactories with Nvidia Blackwell GPUs for training and inference.

Nvidia and Microsoft invest in Claude AI

On November 19, Nvidia and Microsoft announced a strategic partnership involving investments in Anthropic's Claude AI models. This collaboration will integrate Claude AI into Microsoft's Azure platform, significantly enhancing its AI capabilities for various industries. Nvidia's hardware expertise will optimize Claude's performance, while Microsoft's cloud infrastructure will provide scalable AI solutions. This alliance aims to strengthen Azure's position in the cloud computing market and drive innovation in AI integration. Both companies expect this partnership to lead to increased market penetration and potential growth in AI-driven revenues.

Nvidia Microsoft Anthropic partnership impacts supply chains

NVIDIA, Microsoft, and Anthropic formed new agreements that will reshape AI infrastructure, impacting supply chains. On November 18, Anthropic committed to buying $30 billion in compute capacity from Microsoft Azure, powered by NVIDIA's Grace Blackwell and Vera Rubin systems. NVIDIA and Anthropic will also co-design future AI models and GPU platforms. Microsoft will invest up to $5 billion in Anthropic, making Claude models available across Azure, AWS, and Google Cloud. These partnerships aim to increase compute availability, improve performance for enterprise workloads, ensure model consistency across different cloud platforms, and potentially lower AI costs for supply chain operations.

Expert says Nvidia AI boom is not a bubble

R 'Ray' Wang, founder of Constellation Research, stated on 'Varney & Co.' that Nvidia, often called an AI 'poster child,' is not experiencing a bubble. He addressed investor concerns about the AI market. Wang discussed AI data-center spending, Nvidia's earnings outlook, and the wider impact on the technology sector. His comments aim to calm fears about the sustainability of Nvidia's growth in the AI industry.

Nvidia earnings reveal AI market health

Nvidia's recent earnings report is under scrutiny as investors question the sustainability of the AI boom. Despite some investors selling off AI holdings, demand for Nvidia's chips remains strong, with cloud giants like Microsoft investing heavily. Nvidia expects a 56% revenue jump to $54.92 billion for its August-October quarter and has $500 billion in bookings through 2026. However, concerns include a shrinking gross margin, large investments in other AI companies, and US export curbs affecting sales to China. The company is also struggling to supply enough chips, even as TSMC expands production.

Production designers fear AI job replacement

A survey by the British Film Designers Guild (BFDG) found that 66% of its 650 members fear losing their jobs to AI. Jonathan Paul Green, BFDG chair, stated that cost-cutting, not creativity, is driving producers to use AI. Concept artists and graphic designers are most at risk, as directors can use AI to quickly generate detailed images for their vision. Some studios ban AI due to copyright concerns, while others use internal AI models and include clauses for AI training in artist contracts. Despite the fears, 35% of members believe AI can be a valuable tool, and the guild promotes re-skilling, noting that AI cannot create physical sets or replicate human storytelling imperfections.

Business intelligence needed beyond AI

While artificial intelligence is widely discussed, the article argues that businesses truly need business intelligence to make effective decisions. It highlights the challenge of sifting through vast amounts of data to find useful information. The author points out that AI excels at repetitive tasks and organizing data but lacks emotional intelligence for leadership roles. The piece also touches on real-world issues like insecurity in Mexico and the impact of foreign imports on local industries, using an Uber driver's story about the Mexican shoe industry and Chinese cars as an example. Ultimately, it stresses the importance of human leadership and supporting local economies.

AI agent deployment patterns and security risks

AI agents, unlike traditional software, make autonomous decisions, which challenges standard identity security practices. This leads to issues like agents having too much access, credentials lasting too long, and difficulty tracking agent actions. The article outlines four main AI agent architectures and their unique security risks. For task-based agents, risks include over-provisioned access and persistent credentials, addressed by using temporary credentials and attribute-based access control. Autonomous agents introduce unpredictable access patterns, potential privilege escalation, and "goal drift," requiring layered security strategies to manage their self-directed nature.

Poly relaunches with AI search and cloud storage

Poly, a Y Combinator-backed startup, relaunched on November 19, 2025, as a cloud-hosted file storage service with AI-powered search. The company, founded by Abhay Agarwal and Sam Young, previously focused on AI image generation but pivoted after identifying a strong need for better file organization. Poly offers 100GB of free storage and allows users to upload various file types, tag them, and use an AI assistant to ask questions, summarize, or translate content. It also automatically organizes files and can create new folders. Poly, which raised $8 million in seed funding, plans to add features like web search and spreadsheet analysis, aiming to compete with services like Dropbox and Google Drive.

China's Tsinghua University leads in AI patents

China's Tsinghua University is reportedly surpassing top U.S. universities like Harvard and MIT in the AI race. Tsinghua has produced more of the world's most-cited AI research papers and generates more AI-related patents annually than MIT, Stanford, Princeton, and Harvard combined. Between 2005 and 2024, Tsinghua researchers filed nearly 5,000 AI and machine-learning patents. This success is partly due to strong Chinese government support for scientific research. Despite this, the U.S. still holds many influential AI patents. American tech companies, including Google and Microsoft, actively recruit Chinese AI talent, making the U.S. AI industry a major beneficiary of China's growing talent pipeline.

Perplexity AI launches free online shopping tool

Perplexity AI will launch a free agentic shopping product for U.S. users next week, partnering with PayPal. This new tool aims to streamline online shopping by offering seamless purchases directly from search answers and providing personalized results based on past searches. Previously, Perplexity offered a paid shopping feature called "Buy With Pro." PayPal merchants will act as the merchants of record for transactions on Perplexity, handling purchases and customer service. PayPal's buyer protection policies will also cover these transactions, and PayPal users will soon be able to buy and sell items through OpenAI's ChatGPT.

US approves AI chip sales to UAE firm G42

The US has approved the sale of tens of thousands of advanced AI semiconductors to Emirati firm G42 and Saudi firm Humain. This agreement, a win for the UAE firm, follows months of negotiations focused on preventing sensitive technology from reaching foreign adversaries like China. G42 had previously committed to divesting from Chinese tech giant Huawei. The chips, equivalent to 35,000 Nvidia GB300 processors, will support G42's heavy investments in data centers and cloud computing. Microsoft previously invested $1.5 billion in G42, with its president Brad Smith joining G42's board.