Nvidia reported stellar results for the recent quarter, logging record revenue of $57 billion, up 62 percent year-over-year and 22 percent from Q2. “Blackwell sales are off the charts, and cloud GPUs are sold out,” Nvidia founder and CEO Jensen Huang told investors, saying “we’ve entered the virtuous cycle of AI,” with “more new foundation model makers, more AI startups across more industries, and in more countries.” The results quieted fears about an AI bubble. But there was some drama as Nvidia disclosed there is “no guarantee” of finalizing a previously announced $100 billion investment in OpenAI. Read more

As promised last month, Google Photos is getting AI enhancements powered by Gemini’s top-rated image editing model Nano Banana. Users can now open a photo, select “Help me edit” and type “Remove Riley’s sunglasses, open my eyes, make Engel smile and open her eyes” to quickly doctor a shot. Photos will draw on images from your private library of “face groups” to generate “personalized, accurate edits of people in your photo library,” Google says. The company is also introducing a new “Ask” button to get information about photos and make requests and expanding natural language instruction. Read more

Warner Music Group has settled its copyright infringement lawsuit against Udio and will collaborate on development of the startup’s licensed AI music creation service, set to launch in 2026. “Through this collaboration, Udio will develop a next-generation music creation, listening, and discovery platform powered by generative AI models trained on licensed and authorized music,” WMG announced, noting the deal — which includes recorded music and publishing — “creates new revenue streams for artists and songwriters, while ensuring their work remains protected.” The agreement caps a week in which the major labels also pacted with AI streaming startup Klay. Read more

Determined not to be left behind in the race to own the future of AI-assisted online shopping — which has everyone from Walmart, Amazon and OpenAI to TikTok scrambling for digital shelf-space — Google is adding conversational shopping in Google Search. The new shopping features, accessible in AI Mode powered by Gemini, include agentic checkout and the ability to “Let Google Call” local stores to ask about product availability. “Say goodbye to endless filter clicks and picking perfect keywords” and hello to chatting with your search agent like you’re shopping with a friend, Google says, “just in time for this holiday season.” Read more

Meta is adding a social shopping spin to Facebook Marketplace in an effort to draw more young adults. The upgrade includes group features, AI insights and an easier checkout experience, the company says. Shoppers can now assemble Pinterest-like collections to share with friends, and people can “react and comment directly on Marketplace listings, helping others learn about item quality and discover unique finds,” Meta says. The company is also testing “collaborative buying,” which allows friends to join in the pre-purchase banter, “making it easier to coordinate pickup, negotiate prices, and get answers to your questions.” Read more