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AI Daily Brief — 28 November 2025

Friday belonged to agentic shopping. Adobe: $11.8B US online (+9.1% YoY) for Black Friday — record. Salesforce: $14.2B global online sales driven by AI agents. AI conversions ran +38% Black Friday / +54% Thanksgiving vs non-AI. Traffic from AI tools to US retail sites surged +805% YoY. PayPal + Perplexity Instant Buy live for Black Friday weekend — discovery-to-checkout in single flow; PayPal offered 50% back (capped $50) Nov 25-Dec 1. ChatGPT shopping research (launched Nov 24 on GPT-5-mini variant post-trained on GPT-5-Thinking-mini) live across Free/Go/Plus/Pro on web + mobile for Black Friday — OpenAI made usage “nearly unlimited” through holidays. CNBC: agentic shopping debuts at scale + regulators sound fraud alarm — heightened risk from AI-generated deepfake CEO videos pushing fake apps, account-takeover, prompt-injection on product listings; retailers raced to deploy AI-side defenses. RetailNext: in-store foot traffic down 5.3% YoY weekend; e-commerce +10.4% Black Friday (vs +1.7% in-store growth 2024). Adobe: nearly half of US shoppers had used or planned AI for the season. Salesforce Cyber Week tracker: ChatGPT-referred traffic converts at 8× social-media rate; retailers running AI agents posted +13% sales growth vs +2% non-agent (7× advantage). DeepSeek + Alibaba researchers co-published in Science — “China’s emerging regulation towards an open future for AI”; 10-author piece (incl. Zhang Linghan of China University of Political Science and Law); argued China’s pragmatic governance creates “innovation- and openness-friendly institutional environment”; called for national AI law. NVIDIA Nemotron-3-Nano-30B-A3B (hybrid Mamba-2 + MoE + Attention reasoning/non-reasoning unified model) has post-training cutoff dated Nov 28; model dropped shortly after on HF.

Top stories

  • Black Friday $11.8B US online (+9.1%); $14.2B global AI-driven. Adobe + Salesforce. AI conversions +38% Black Friday / +54% Thanksgiving. AI traffic to US retail +805% YoY. via TechCrunch
  • PayPal + Perplexity Instant Buy live for weekend. Single discovery-to-checkout flow. 50% back (capped $50) Nov 25-Dec 1. via PYMNTS
  • ChatGPT shopping research “nearly unlimited” for holidays. GPT-5-mini variant post-trained on GPT-5-Thinking-mini. Free/Go/Plus/Pro web + mobile. via OpenAI
  • CNBC: agentic shopping debuts + fraud alarm. AI deepfake CEO videos pushing fake apps + account-takeover + prompt-injection on product listings; retailers race to deploy AI defenses. via CNBC
  • In-store foot traffic -5.3% YoY weekend; e-commerce +10.4%. RetailNext + Adobe: nearly half of US shoppers used/planned AI for season. LLM chat replacing search-and-browse as retail front door. via Stocktwits
  • Salesforce: ChatGPT-referred converts 8× social-media rate. Retailers with AI agents +13% sales growth vs +2% non-agent (7× advantage). Multi-category retailers outperform single-category. via Salesforce
  • DeepSeek + Alibaba defend China AI regulation in Science. 10-author paper “China’s emerging regulation towards an open future for AI” + Zhang Linghan. China governance creates “innovation- and openness-friendly institutional environment”; calls for national AI law. via SCMP
  • NVIDIA Nemotron-3-Nano-30B-A3B post-training cutoff Nov 28. Hybrid Mamba-2 + MoE + Attention reasoning/non-reasoning unified model. via Hugging Face

Who shipped

OpenAI‘s shopping research went into peak usage. PayPal + Perplexity‘s Instant Buy weekend. NVIDIA Nemotron-3-Nano post-training cutoff. DeepSeek + Alibaba published in Science. Anthropic, Google, Meta, xAI quiet on launches.

Open-source pulse

NVIDIA Nemotron-3-Nano hybrid Mamba-2 + MoE + Attention staged. Olmo 3 + HunyuanVideo-1.5 community uptake continued.

Money, infra & hardware

$11.8B record online + $14.2B AI-driven = the year’s most consequential single retail shopping day. Agentic shopping moved from concept to default consumer infrastructure overnight.

Quiet corners

DeepSeek + Alibaba’s Science piece is the substantive China-policy moment — first time top Chinese AI labs publicly defended PRC’s AI regulatory framework in a Western scientific venue.

By the numbers

  • $11.8B / +9.1% / $14.2B — Black Friday US online (Adobe) / YoY / global AI-driven (Salesforce)
  • +805% / +38% / +54% — AI traffic YoY / AI conv Black Friday / AI conv Thanksgiving
  • -5.3% / +10.4% — in-store foot traffic / e-commerce Black Friday
  • 8× / 13% vs 2% / 7× — ChatGPT vs social conversions / agent vs non-agent retailer sales growth
  • 10 / Science — DeepSeek + Alibaba authors / journal
  • Most-mentioned company: Adobe (records)
  • Quietest segment: frontier model launches

Compiled by AI Feed’s editor from verified web sources for 28 November 2025.