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AI Daily Brief — 18 November 2025

Tuesday was the biggest single AI news day of November. Google launched Gemini 3 Pro: 37.5% on Humanity’s Last Exam (no tools, beats GPT-5 Pro), 91.9% GPQA Diamond, 95% AIME 2025, 1501 Elo LMArena. Day-one rollout across Search + Gemini app + AI Studio + Vertex + Gemini CLI. Gemini 3 Deep Think (parallel reasoning) preview: HLE 41.0%, GPQA 93.8%, unprecedented 45.1% on ARC-AGI-2 with code execution; Ultra in early December. Google Antigravity — agent-first IDE on VS Code fork: Editor + Manager views, verifiable Artifacts (task lists, screenshots, browser recordings). Runs Gemini 3 Pro default; also Claude Sonnet 4.5 + GPT-OSS. Free preview macOS/Windows/Linux. Gemini 3 generative UI: Visual Layout (magazine-style) + Dynamic View (Gemini 3 codes bespoke UI per prompt) in Gemini app + AI Mode in Search. Microsoft Ignite 2025 opened with a Microsoft + NVIDIA + Anthropic three-way pact at $350B Anthropic post-money: NVIDIA up to $10B + Microsoft up to $5B into Anthropic; Anthropic commits $30B Azure + up to 1 GW NVIDIA Grace Blackwell + Vera Rubin; Claude becomes only frontier model on all three major clouds. Foundry adds Claude Sonnet 4.5 + Haiku 4.5 + Opus 4.1 in public preview — first cloud offering both Claude and GPT frontier on a single platform; also powers Researcher in M365 Copilot + Excel Agent Mode preview. Agent 365 unified control plane for AI agents as “digital employees” — registration, access control, viz, interop, security; integrates Defender + Entra + Purview + M365; supports agents from LexisNexis + ServiceNow + Adobe + Box + NVIDIA + Zendesk + Databricks + OSS on GitHub. Entra Agent ID gives agents first-class identity with RBAC + Conditional Access + Zero Trust + immediate revocation; Agent Registry + Agent Identity Platform SDKs. SQL Server 2025 GA — native VECTOR type, vector indexes, VECTOR_SEARCH (preview), T-SQL primitives to register models + generate embeddings, native JSON, REST endpoints, RegEx, fuzzy match, change-event streaming to Event Hubs. M365 Copilot ships Word/Excel/PowerPoint Agents (Frontier program) + Sora 2 integration + “Hey Copilot” wake word (Outlook, Word, PPT desktop/web/Windows) + Computer Use + GPT-5 tuned. Alibaba Qwen App rocketed to #5 on US App Store one day after Nov 17 public beta — would become world’s fastest-growing AI app (149% MoM MAU growth).

Top stories

  • Google ships Gemini 3 Pro. HLE 37.5%, GPQA 91.9%, AIME 95%, LMArena 1501. Day-one across Search + app + AI Studio + Vertex + CLI. via Google
  • Gemini 3 Deep Think previews 45.1% on ARC-AGI-2. HLE 41%, GPQA 93.8% with code execution. Ultra subscribers early December. via Google
  • Google ships Antigravity agent-first IDE. Editor + Manager views, verifiable Artifacts. Gemini 3 Pro default; Claude 4.5 + GPT-OSS supported. Free preview macOS/Windows/Linux. via Google Developers
  • Gemini 3 generative UI: Visual Layout + Dynamic View. Magazine-style results + Gemini-3-coded bespoke UI per prompt. In Gemini app + AI Mode in Search. via Google
  • Microsoft + NVIDIA + Anthropic $15B three-way at $350B. NVIDIA up to $10B + Microsoft up to $5B into Anthropic; Anthropic commits $30B Azure + up to 1 GW Grace Blackwell + Vera Rubin. Claude on all 3 major clouds. via Microsoft
  • Foundry adds Claude Sonnet 4.5 + Haiku 4.5 + Opus 4.1. Public preview. First cloud with both Claude + GPT frontier. Code execution, web search, citations, vision, tool use, prompt caching. Also powers Researcher in M365 + Excel Agent Mode preview. via Azure
  • Microsoft Agent 365 — control plane for AI agents. Registration + access + viz + interop + security across org. Defender + Entra + Purview + M365 integration. Supports LexisNexis + ServiceNow + Adobe + Box + NVIDIA + Zendesk + Databricks + OSS on GitHub. via Microsoft
  • Entra Agent ID + Agent Registry + Identity SDKs. Each agent its own identity with RBAC + Conditional Access + Zero Trust + immediate revocation. via Microsoft Learn
  • SQL Server 2025 GA — AI-ready enterprise database. Native VECTOR type, vector indexes, VECTOR_SEARCH, T-SQL model + embedding primitives, native JSON, REST endpoints, RegEx, fuzzy, change-event streaming. SSMS 22 GA with ARM64. via Microsoft Tech
  • M365 Copilot: Word/Excel/PPT Agents + Sora 2 + “Hey Copilot”. Dedicated app Agents (Frontier program). Sora 2 short AI video. Wake word in Outlook/Word/PPT desktop+web+Windows. Computer Use + GPT-5 tuned. via Microsoft
  • Alibaba Qwen App #5 US App Store. One day after Nov 17 public beta (Nov 17 launch suffered congestion). World’s fastest-growing AI app with 149% MoM MAU. via SCMP
  • NVIDIA + RIKEN: 2 new Blackwell supercomputers Japan at SC25. 2,140 Blackwell GPUs total: 1,600 GB200 NVL4 + Quantum-X800 InfiniBand for life sciences/climate/materials; 540 GB200 NVL4 dedicated to quantum. via NVIDIA

Who shipped

Google shipped Gemini 3 Pro + Deep Think + Antigravity + generative UI. Microsoft + NVIDIA + Anthropic shipped $15B three-way pact + Foundry Claude + Agent 365 + Entra Agent ID. Microsoft shipped SQL 2025 GA + M365 Copilot updates. Alibaba‘s Qwen App went viral. NVIDIA + RIKEN shipped Japan supercomputers. OpenAI, Meta, xAI quiet on direct launches (Grok 4.1 was Mon).

Open-source pulse

Qwen App debut + Cogito v2.1 from Mon continue Chinese + US open-weight push. Antigravity supporting GPT-OSS + Claude as alternate backends is structurally unusual from Google.

Money, infra & hardware

$15B three-way reshapes frontier-lab compute alignment overnight. Claude now on all 3 major clouds. SQL Server 2025 vector-native + agent control planes (Foundry + Agent 365 + Entra Agent ID) frame Ignite 2025 as enterprise-AI’s most structural moment to date.

Quiet corners

The combination of Gemini 3 + Ignite + RIKEN + Qwen App + Anthropic-Microsoft-NVIDIA pact makes Nov 18 arguably the most consequential single day in AI history.

By the numbers

  • 37.5% / 41% / 95% / 45.1% / 1501 — Gemini 3 Pro HLE / Deep Think HLE / AIME / Deep Think ARC-AGI-2 / LMArena Elo
  • $15B / $350B / $30B / 1 GW — three-way pact / Anthropic valuation / Azure commit / Rubin capacity
  • 3 — Claude clouds now (AWS + Azure + GCP)
  • VECTOR / 3,072 vCores / 128 TB — SQL 2025 native type / max scale
  • #5 / 149% — Qwen App US App Store rank / MoM MAU growth
  • 2,140 — NVIDIA-RIKEN Blackwell GPUs
  • Most-mentioned company: Microsoft
  • Quietest segment: nothing

Compiled by AI Feed’s editor from verified web sources for 18 November 2025.