November 20, 2025 · 24-Hour AI Briefing: Nvidia’s Blowout Earnings, TSMC’s Record Revenue, and Gemini 3 Pro’s Breakthrough Moment
Today’s AI landscape sends a powerful three-signal message: Nvidia continues to dominate global compute economics with record earnings, TSMC sets a new all-time revenue milestone as AI demand reshapes semiconductor cycles, and Google’s Gemini 3 Pro delivers a multi-domain leap that resets the next stage of the AGI race.
These aren’t isolated updates—they form a synchronized acceleration across the entire AI stack.
Nvidia’s Q3 earnings crush expectations, further securing its AI compute dominance
Nvidia reported Q3 FY2025 revenue of $57.01 billion, up 62% YoY and far above the expected $55.19 billion.
Datacenter revenue hit $51.2 billion (+66% YoY), continuing its explosive growth.
Blackwell chips remain in extreme shortage, with supply constraints expected for several more quarters.
Sales of the export-restricted H20 chips in China reached only ~$50 million this quarter, and Nvidia openly expressed “disappointment” at not being able to ship more competitive products to the Chinese market.
Analysis:
Nvidia delivered another “AI hegemony” quarter—pure, overwhelming dominance. Blackwell’s persistent shortage indicates that the compute bubble is far from peaking, and Nvidia still controls the supply side of global AI scaling.
Cloud giants (AWS, Microsoft, Meta) and frontier labs (xAI, Anthropic) continue to buy everything they can get.
The weak H20 sales show how export controls impact Nvidia at the margins—and how quickly Chinese AI companies are diversifying away from Nvidia.
Nvidia remains on top, but the global compute balance is beginning to shift in subtle but important ways.
TSMC hits an all-time high in October revenue as AI demand floods advanced nodes
TSMC reported October 2025 consolidated revenue of NT$367.473 billion, up 16.94% YoY—a new monthly record.
The surge was driven by explosive demand across AI servers, advanced packaging, and 3nm/2nm production ramps.
Analysis:
TSMC has effectively transformed from a cyclical foundry into the backbone of global AI infrastructure.
Blackwell (4NP), AMD MI300X (4nm/5nm), Apple A18/M4 (3nm), Qualcomm and MediaTek flagships—all depend on TSMC’s most advanced nodes.
With its unmatched process leadership, TSMC faces no real competitor in the foreseeable future.
As long as AI demand keeps climbing, TSMC’s capacity utilization—and revenue trajectory—will likely continue hitting new highs.
Gemini 3 Pro scores 1501 Elo, delivering a structural leap across math, code, and multimodal reasoning
Google’s Gemini 3 Pro achieved 1501 Elo, setting a new record for comprehensive model evaluation.
It reached 100% accuracy on AIME 2025’s code-execution mode, scored 23.4% in the MathArena Apex challenge (far above competitors’ typical <2%), and demonstrated major multimodal gains including 72.7% screenshot understanding and just 0.56% error rate on 18th-century handwritten manuscripts.
Analysis:
Gemini 3 Pro isn’t just posting higher numbers—it’s widening a structural gap in next-generation AGI skill areas.
Mathematics, code execution, multimodal reasoning—these are the pillars of “executable intelligence.”
Gemini 3 Pro positions Google back at the center of the technical narrative against GPT-5, Claude, and DeepSeek.
This is not incremental improvement; it’s a forward step toward professional-grade AI agents.
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