Nvidia Posts Biggest One-Day Value Gamble in History

Nov 20, 2025

∙ Paid

Welcome back to 4IR. Here’s today’s lineup:

Nvidia posts biggest one-day value gamble in history - $320 billion could vanish or appear based on one earnings call as AI chip king reports while entire tech sector holds its breath, Huang says GPUs “sold out” with $500B in orders stacked up
Google CEO warns of AI bubble while launching record-breaking model - Pichai tells investors “no company will be immune if bubble bursts” hours before Gemini 3 drops and crushes every benchmark, stock jumps 3% because nobody knows what’s happening anymore
Anthropic valuation doubles in 60 days as Microsoft dumps $5B - Claude maker rockets from $183B to $350B after Microsoft and Nvidia pile in with $15B combined, locks into $30B Azure deal as Microsoft hedges its OpenAI bet hard
Microsoft says “agent” 400 times at conference, means it - Ignite keynote reveals AI agents replacing actual workflows as Sales Development Agent qualifies leads autonomously 24/7, Security Copilot bundled free for E5 users, and Work IQ tracks everything you do
AMD crashes Nvidia’s earnings party with Saudi gigawatt deal - Announces 1GW AI infrastructure joint venture with Cisco and Saudi money hours before Nvidia reports, first 100MW already sold to Luma AI, new MI430X GPU aimed straight at Nvidia’s throat

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