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🤖 Let AI Do the Hard Parts of Your Holiday Shopping?
PLUS: Google’s TPUs vs. NVIDIA’s GPUs
James Roesser
November 26, 2025
Welcome back AI enthusiasts!
In today’s Daily Report:
🛒Let AI Do the Hard Parts of Your Holiday Shopping?
🥊Google’s TPUs vs. NVIDIA’s GPUs
🛠Trending Tools
🥪Brief Bites
💰Funding Frontlines
💼Who’s Hiring?
Read Time: 3 minutes
🗞RECENT NEWS
AI-ASSISTED SHOPPING
🛒Let AI Do the Hard Parts of Your Holiday Shopping?
Image Source: Canva’s AI Image Generators/Magic Media
Over 52% of consumers plan to leverage AI-assisted shopping during the 2025 U.S. holiday season. Here’s how tech giants are capitalizing on this:
Key Details:
OpenAI rolled out “Shopping Research,” a new personal shopping assistant built directly into ChatGPT that finds the right products for your needs.
Perplexity AI launched “Shop with Perplexity,” a new conversational shopping experience that guides you to the best products based on your budget.
Google released “Agentic AI Checkout,” which deploys AI Agents to call stores, browse products, and purchase items on your behalf. With your approval, the AI Agents can track prices and automatically purchase items via Google Pay when they go on sale.
Why It’s Important:
Adobe expects AI-assisted shopping to surge 520% during the 2025 U.S. holiday season, with total online spending hitting $253.4 billion, up 5.3% YoY.
What’s interesting is that consumers want the convenience of AI-assisted shopping but don’t yet trust it. In other words, trust and transparency still stand between interest and mass use.
NVIDIA
🥊Google’s TPUs vs. NVIDIA’s GPUs
Image Source: Reve Image/Free Online Next-Gen AI Image Generator
On Tuesday, NVIDIA’s shares fell 2.59% following reports that Meta’s pursuing a multi-billion-dollar transition to using Google’s Ironwood TPUs.
Key Details:
TPUs are specifically tailored for the efficient processing of language models: statistical tools designed to predict the probability of a sequence of words. You can think of language models as the engines that power ChatGPT, Claude, and Gemini.
Unlike GPUs that do many things at once (i.e., parallel processing), TPUs do many things one after another (i.e., sequential processing). They achieve this by leveraging systolic arrays to process data like an assembly line.
GPUs are like a team of runners (i.e., AI Chips) sprinting side-by-side on a wide track, all racing simultaneously. But when it comes to passing the baton (i.e., Data) between runners, things slow down.
TPUs are like a team of runners (i.e., AI Chips) sprinting in a perfectly synchronized line on a narrow track, where each runner passes the baton (i.e., Data) smoothly to the next runner without slowing down. Multiple batons (i.e., Data) move through the synchronized line at once.
Why It’s Important:
NVIDIA captured 94% of the GPU market share in Q2 FY2025. Despite maintaining a near-monopoly for years, they might have some competition now, keeping the industry dynamic and vibrant.
GPUs are programmable processors designed for anything, while TPUs are specialized accelerators optimized for a single use case. As a result, Big Tech companies tend to prefer GPUs because they make AI infrastructure capable of serving multiple purposes.
THE STOCK MARKET
📍AI Tier Tracker
TIER 0: ENERGY Centrus Energy Corp. |
|---|
TIER 1: SILICON Taiwan Semicndctr Mnufctrng Co., Ltd. |
TIER 2: DATA CENTERS Nebius Group N.V. |
TIER 3: AI MODELS |
TIER 4: SOFTWARE STACK Innodata Inc. |
TIER 5: AI AGENTS UiPath Inc. |
🔔CLOSING BELL: As of 11/25/2025 market close.
💡STOCK SPOTLIGHT: Each tier showcases a new stock every day.
🛠TRENDING TOOLS
📋Guildeflow. makes step-by-step guides in seconds.
🦾Sintra scales your business with a team of AI employees.
⚙️CodeFlying: build full-stack apps just by chatting with AI.
☀️ReadMeeting summarizes your meetings with a single click.
📸HeadshotBook creates professional headshots for LinkedIn.
🧰 Browse our Always Up-To-Date AI Toolkit.
🔩BOLT BOOST: 3 new AI tools are added to the AI toolkit every day.
🥪BRIEF BITES
Character.AI launched “Stories,” a new way to create, play, and share adventures with your favorite AI-generated characters.
Artificial Analysis developed “CritPt,” a new benchmark for evaluating frontier AI models on unpublished graduate-level physics research challenges.
Black Forest Labs dropped “FLUX.2,” which generates photorealistic images with lifelike textures for human features like eyes, hands, hair, and skin.
AWS announced “American AI Leap,” which outlines plans to invest as much as $50 billion to expand AI infrastructure for U.S. federal agencies starting in 2026.
💰FUNDING FRONTLINES
💼WHO’S HIRING?
📒FINAL NOTE
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