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AI Daily Brief — 5 November 2025

Wednesday packed four landmark threads. OpenAI crossed 1M paying business customers globally — “the fastest-growing business platform in history.” ChatGPT for Work now 7M+ seats (+40% in 2 months); Enterprise seats up 9× YoY. Named customers: Amgen, Booking.com, Cisco, Lowe’s, Morgan Stanley, T-Mobile, Target, Thermo Fisher. Snap signed a $400M Perplexity deal (cash + equity over one year) to integrate Perplexity AI search into Snapchat Chat starting early 2026 — reaching 943M MAU. First external AI partner inside Snapchat. Snap stock popped 25% after-hours. SEC 8-K filed. XPeng AI Day 2025 “Emergence” in Guangzhou unveiled four Physical AI products: VLA 2.0 model, XPeng Robotaxi, next-gen IRON humanoid robot (2,250 TOPS via 3 Turing chips, 82 DoF, first humanoid on all-solid-state battery), and ARIDGE flying systems. CEO He Xiaopeng targets mass production of high-level humanoids by end of 2026. IRON’s catwalk went viral with online accusations a human was inside; XPeng cut a unit open on stage to prove actuators were real. AMD Q3 FY25 (released Tuesday after close): record $9.2B revenue (+36% YoY); Data Center $4.3B (+22%); MI350 ramps. Reiterated OpenAI deploys 6 GW Instinct GPUs with first 1 GW MI450 in H2 2026. Q4 guide ~$9.6B. Moonshot AI staged Kimi K2 Thinking on Hugging Face ahead of Thursday’s public announcement — 1T MoE / 32B active / 256K context / native INT4 / 200-300 sequential tool calls; ~$4.6M training cost; modified MIT license. EAAMO ’25 opened in Pittsburgh with “Anti-Regulatory AI” paper analysing how Anthropic + OpenAI invoke evaluation-science nascency to push back on legislation (e.g. Anthropic’s SB1047 response).

Top stories

  • OpenAI 1M paying business customers, 7M+ ChatGPT for Work seats. +40% in 2 months. Enterprise +9× YoY. Named: Amgen, Booking, Cisco, Lowe’s, Morgan Stanley, T-Mobile, Target, Thermo Fisher. via OpenAI
  • Snap signs $400M Perplexity deal; +25% after-hours. Cash + equity over 1 year. Perplexity AI search into Snapchat Chat early 2026, reaching 943M MAU. First external AI partner inside Snapchat. via Bloomberg
  • Snap 8-K filed Nov 5. Formalising the $400M payment schedule. via SEC EDGAR
  • XPeng AI Day 2025 — IRON humanoid + VLA 2.0 + Robotaxi + ARIDGE. IRON: 2,250 TOPS via 3 Turing chips, 82 DoF, first humanoid on all-solid-state battery. Mass production of high-level humanoids by end 2026. via CnEVPost
  • XPeng cuts IRON open on stage. Catwalk went viral with online accusations a human was inside the suit. XPeng demonstrated actuators were real machinery. via Live Science
  • AMD Q3 record $9.2B (+36%). Data Center $4.3B (+22%). MI350 ramps. Reiterated OpenAI 6 GW Instinct (first 1 GW MI450 H2 2026). Q4 guide ~$9.6B. via AMD
  • Moonshot stages Kimi K2 Thinking for Thursday. Hugging Face repo + final pre-release coordination ahead of public Nov 6. 1T MoE / 32B active / 256K context / native INT4 / 200-300 sequential tool calls; ~$4.6M training; modified MIT. via Hugging Face
  • EAAMO ’25 + “Anti-Regulatory AI” paper. ACM Equity and Access in Algorithms, Mechanisms and Optimization conference in Pittsburgh (Nov 5-7). Featured paper analyzes Anthropic + OpenAI invoking evaluation-science nascency against legislation (SB1047 response). via arXiv
  • Microsoft AI Cloud Partner Program update. New AI capabilities into specialisations, revised skilling + performance requirements, streamlined qualification frameworks pushing partners toward AI-led services. via Microsoft Learn
  • Palantir Q3 afterglow: ATH $207.52, +63% YoY, US commercial +121%. Q3 revenue $1.181B vs $1.09B est, EPS $0.21 vs $0.17 est. Mid-November slide would erase ~16%. via SEC EDGAR

Who shipped

OpenAI shipped the 1M business milestone. Snap + Perplexity shipped the $400M deal. XPeng shipped IRON + VLA 2.0 + Robotaxi + ARIDGE. AMD shipped Q3 + MI350 ramp. Moonshot AI staged Kimi K2 Thinking. Microsoft shipped Partner Program update.

Open-source pulse

Kimi K2 Thinking is the open-source story of the week, hours away from public unveil. XPeng’s IRON humanoid signals China’s Physical AI maturation alongside frontier-model open-source push.

Money, infra & hardware

$9.2B AMD Q3 + record + reiterated 6 GW OpenAI MI450 + $400M Snap-Perplexity = a $10B+ Wednesday compute + commerce stack. Palantir’s $207.52 ATH closed October’s run before mid-November correction.

Quiet corners

EAAMO ’25 paper is the policy-research moment — first peer-reviewed framing of “anti-regulatory AI” as a Anthropic + OpenAI lobbying tactic.

By the numbers

  • 1M / 7M+ / +40% / 9× — OpenAI biz customers / ChatGPT for Work seats / 2-month growth / Enterprise YoY
  • $400M / 25% / 943M — Snap-Perplexity / Snap stock pop / Snapchat MAU
  • 2,250 TOPS / 82 DoF / all-solid-state — XPeng IRON compute / joints / battery first
  • $9.2B / +36% / Q4 $9.6B — AMD Q3 revenue / growth / next-quarter guide
  • 1T / 32B / ~$4.6M / 256K — Kimi K2 Thinking params / active / training cost / context
  • Most-mentioned company: OpenAI
  • Quietest segment: Anthropic + Google launches

Compiled by AI Feed’s editor from verified web sources for 5 November 2025.