November 5, 2025 · 24-Hour AI Briefing: AMD’s Surge, Amazon vs Perplexity, and Pony.ai’s Robotaxi Milestone

In the past 24 hours, the AI industry has delivered a fresh wave of major headlines — from AMD’s impressive earnings to Amazon’s legal clash with Perplexity, and Pony.ai’s latest leap in autonomous driving. Each story reflects how deeply AI is reshaping global industries.

1. AMD Reports 36% Revenue Growth, 61% Profit Surge

AMD released its Q3 2025 financial report, posting revenue of $9.246 billion (up 36% year-over-year) and net income of $1.243 billion (up 61%). Gross margin improved significantly to 52%, up from 43.19% last quarter.
The company projects Q4 revenue between $9.3 billion and $9.9 billion, with an adjusted gross margin around 54.5%.

Comment:
AMD’s third-quarter performance was outstanding, with strong double-digit growth in both revenue and profit — signaling its rising competitiveness in AI and data center markets.
The jump in gross margin highlights the growing share of high-end AI chips in its product mix.
However, with AMD’s stock already up sharply this year, investors may begin to temper expectations. Once market optimism is priced in, calm often follows — the most dangerous moment for growth stocks.

2. Amazon Sends Cease-and-Desist Letter to Perplexity Over AI Shopping

Amazon has issued a cease-and-desist letter to AI browser Perplexity, demanding it stop offering online shopping through its Comet feature.
Perplexity called the move “bullying,” arguing that users should have the freedom to choose their preferred AI shopping assistant.

Comment:
The conflict between AI browsers and e-commerce giants is intensifying.
Amazon’s legal move appears to be about compliance and data protection — but in reality, it’s about defending its control over the shopping funnel.
Comet’s ability to bypass traditional e-commerce entry points and directly guide users to purchase decisions threatens Amazon’s dominance.
Meanwhile, Perplexity positions itself as a defender of “open internet and consumer choice.”
This time, the battle isn’t between products, but philosophies. If you were the user, which side would you choose?

3. Supermicro’s Earnings Miss Expectations, AI Hardware Dream Shaken

Supermicro released its Q1 FY2026 results: revenue came in at $5.02 billion, missing analyst expectations of $6.09 billion, while net income plunged to $168 million — down more than 60% year-over-year.

Comment:
Supermicro’s results disappointed across the board. Revenue and profit both fell far short of market forecasts.
Despite its partnership with NVIDIA making it a symbolic “AI infrastructure stock,” its fundamentals reveal operational challenges.
Supermicro now faces three urgent issues: customer expansion, margin recovery, and delivery efficiency.
With fierce competition from Dell, Lenovo, and Inspur, the question remains — can Supermicro hold its ground in the AI hardware race?

4. Pony.ai Launches 7th-Generation Robotaxi in Guangzhou and Shenzhen

Pony.ai has officially launched its 7th-generation Robotaxi, marking a new stage in autonomous driving commercialization.
The vehicle uses 100% automotive-grade components, has a design lifespan of 600,000 km, and achieves a 70% cost reduction in its autonomous driving suite. It’s also the world’s first Robotaxi to achieve L4 full-scenario autonomous driving powered by automotive-grade SoC chips.

Comment:
Pony.ai’s 7th-generation Robotaxi signals a critical inflection point for China’s autonomous driving industry — from lab prototypes to mass-produced commercial products.
By adopting automotive-grade standards in design, cost, and reliability, the company has bridged the gap between research and large-scale deployment.
The 70% cost drop reflects advances in sensor localization, domain control integration, and mature SoC compute platforms.
This launch not only boosts performance and energy efficiency but also sets the stage for international expansion.
The question now: which city will be next to host Pony.ai’s Robotaxi fleet?

Conclusion: AI is Rewriting Every Industry’s Rulebook

From AMD’s surge in AI chips to Amazon’s clash with AI intermediaries, and from Supermicro’s stumble to Pony.ai’s commercial leap — one thing is clear: the AI era is no longer theoretical.
The next phase of competition won’t be about technology alone, but ecosystems, user trust, and global execution.
The true AI revolution is only just beginning.

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Author: JimCreation Time: 2025-11-05 05:39:38