In partnership with

Find your customers on Roku this Black Friday

As with any digital ad campaign, the important thing is to reach streaming audiences who will convert. To that end, Roku’s self-service Ads Manager stands ready with powerful segmentation and targeting options. After all, you know your customers, and we know our streaming audience.

Worried it’s too late to spin up new Black Friday creative? With Roku Ads Manager, you can easily import and augment existing creative assets from your social channels. We also have AI-assisted upscaling, so every ad is primed for CTV.

Once you’ve done this, then you can easily set up A/B tests to flight different creative variants and Black Friday offers. If you’re a Shopify brand, you can even run shoppable ads directly on-screen so viewers can purchase with just a click of their Roku remote.

Bonus: we’re gifting you $5K in ad credits when you spend your first $5K on Roku Ads Manager. Just sign up and use code GET5K. Terms apply.

Use code GET5K now

Nvidia Reaches Unprecedented $5 Trillion Valuation: Reshaping the Map of AI, Infrastructure, and Enterprise Capital

In a milestone with sweeping implications far beyond the stock ticker, Nvidia surged past a $5 trillion market capitalization on November 1, 2025, marking not just a historic first for any company but a crystallization of the era's most powerful technological megatrend: AI's foundational dependence on high-performance hardware.

The valuation, driven by record sales of the Blackwell GPU series and a relentless wave of global infrastructure investment, sends a clear message to professionals and business owners—AI hardware is no longer just a supporting tool, but the core asset powering the next wave of industrial, scientific, and enterprise transformation.

Key Growth Drivers

• Blackwell GPU Demand: Nvidia's Blackwell chips have become the de facto standard for training and deploying next-generation AI models, capturing the largest share of new data center builds across the United States, Europe, and Asia.

• Demand outpaces supply, creating a premium market and further compelling enterprise buyers to secure capacity years in advance.

• Record AI Infrastructure Spending: In his GTC 2025 keynote, CEO Jensen Huang highlighted that hyperscalers (Amazon, Microsoft, Google, Meta, and cloud upstarts) are ramping capital expenditures with little sign of slowdown, fueling Nvidia's growth engine.

• Enterprise Arms Race: The $5 trillion mark signals to Fortune 500 boards and startups alike: The strategic bottleneck—and opportunity—lies in compute, not just algorithms or data.

By the Numbers: Growth and Scale

Strategic Analysis: Why This Matters for Business Leaders

• Redrawing Competitive Lines: Control over high-end AI compute resources now defines competitive advantage, not just for tech giants, but for logistics, finance, energy, biotech, and even creative industries.

• Investment Flows: Institutional investors and corporate treasuries are shifting capital allocation toward data infrastructure, accelerating a feedback loop: capital chases compute, compute enables new AI models, and those models disrupt business models across sectors.

Risks: "Bubble" Fears Versus Strategic Fundamentals

Skeptics raise questions about whether this is an "AI bubble" reminiscent of late-1990s tech euphoria. However, industry experts stress that unlike past cycles, current demand is rooted in concrete digital infrastructure buildout, massive AI project pipelines, and a structural shortage of high-end GPUs.

Looking Forward: What Should Business Owners and Professionals Do Next?

• Audit AI Infrastructure Exposure

• Rethink Capital Spend

• Stay Agile on AI Partnerships

Nvidia's $5 trillion moment is not just a story of stock price—it's a seismic shift in the architecture of the digital economy. For decision-makers, the message is unambiguous: AI hardware is no longer a commodity—it is the new basis of innovation and market power.

The Simplest Way To Create and Launch AI Agents

Imagine if ChatGPT, Zapier, and Webflow all had a baby. That's Lindy.

With Lindy, you can build AI agents and apps in minutes simply by describing what you want in plain English.

From inbound lead qualification to AI-powered customer support and full-blown apps, Lindy has hundreds of agents that are ready to work for you 24/7/365.

Stop doing repetitive tasks manually. Let Lindy automate workflows, save time, and grow your business.

Get $20 Worth of Free Credits

California Passes Landmark AI Safety and Child Protection Laws

• California has enacted the most aggressive AI regulations in the U.S., with Governor Newsom signing SB 53 requiring major AI developers to implement safety protocols and detailed risk reporting, plus SB 243 mandating suicide detection and minor protection features in chatbots

• As Silicon Valley's home state, California's regulatory approach typically becomes the de facto national standard, meaning these requirements will likely shape federal policy and force AI companies worldwide to adjust their compliance frameworks

• The legislation represents a watershed moment in AI governance, balancing innovation with public safety by holding frontier AI developers accountable while protecting vulnerable populations from potential harms

• Business leaders must treat these regulations as a preview of what's coming nationally and globally, making it essential to build compliance considerations into AI strategy now rather than scrambling to adapt later

Why this matters for Product Leaders: California's AI safety laws are a preview of coming compliance requirements that will shape product roadmaps nationwide. The child protection mandates and transparency protocols aren't just West Coast rules—they're likely blueprints for federal regulation, meaning products built without these guardrails may face costly retrofits soon.

Nvidia and Oracle to Build DOE’s Largest AI Supercomputer

• Record-breaking computational power: NVIDIA and Oracle are deploying 100,000 Blackwell GPUs to build the Department of Energy's largest AI supercomputer, delivering 2,200 exaflops of AI performance—a scale that redefines what's possible in scientific computing.

• Accelerating breakthrough research: The system will power critical advancements in healthcare research, materials science, and energy applications, demonstrating how AI infrastructure can directly translate to real-world scientific discovery.

• Government's strategic AI commitment: This massive public investment signals federal determination to maintain AI leadership and shows where computational resources are being concentrated for national priority research initiatives.

• Blueprint for enterprise infrastructure: The partnership showcases the integration model between cutting-edge hardware (NVIDIA) and cloud infrastructure (Oracle) that businesses should watch as they plan their own AI scaling strategies.

Why this matters for product leaders: The DOE supercomputer represents the scale of infrastructure now required for cutting-edge AI development. If your product roadmap includes advanced AI features, understanding these computational requirements and public-sector investment patterns is critical for realistic planning and potential partnership opportunities.

OpenAI Unveils ChatGPT Atlas Browser with Built-In AI Features

• Major industry shift: Universal Music Group's partnership with Stability AI marks a pivotal move from litigation to collaboration, establishing a framework for ethical AI development in music that respects artist rights and intellectual property

• Licensed AI tools incoming: The partnership will produce AI music creation tools built on properly licensed content, setting a new industry standard for how AI companies should engage with copyrighted creative works

• Post-Udio settlement momentum: This deal follows UMG's recent settlement with Udio, signaling that major rights holders are choosing strategic partnerships over prolonged legal battles to shape AI's role in music

• Blueprint for creative industries: For businesses using AI in content generation, this collaboration demonstrates the growing importance of licensing compliance and ethical data practices as competitive differentiators and legal necessities

Why this matters for product leaders: This partnership creates the blueprint for how product teams should approach AI integration in creative spaces—prioritizing licensing and ethics from day one. As AI music tools go mainstream, products built on legitimate foundations will win enterprise customers while unlicensed competitors face legal exposure.

Universal Music, Stability AI Partner on Ethical AI Music Tools

• Universal Music Group and Stability AI have partnered to develop licensed, ethical AI music tools that prioritize artist rights and proper data integrity, marking a significant shift in how the music industry approaches artificial intelligence.

• This collaboration follows UMG's recent Udio settlement and establishes new industry standards for licensing and rights management in AI-generated music, addressing longstanding concerns about unauthorized use of copyrighted material.

• The partnership signals the music industry's pivot toward responsible AI development, moving away from confrontational approaches to collaborative frameworks that protect creators while embracing technological innovation.

• For businesses in creative industries, this deal provides a blueprint for implementing AI tools ethically, demonstrating that proper licensing and rights management can coexist with cutting-edge AI content generation capabilities.

Why this matters for Product Leaders: This partnership represents the blueprint for AI integration in creative industries—prioritizing licensing and rights from day one rather than facing lawsuits later. Product teams building AI tools that touch copyrighted content must now design with legal frameworks embedded, not bolted on afterward.

Looking for more insightful reads?

Check out our recommendations that keep you updated on the latest trends and innovations across industries.

Looking for more insightful reads?

Check out our recommendations that keep you updated on the latest trends and innovations across industries.