Musk's $15B raise, Warner's AI music deal & more (November 26, 2025)

Good morning,

AI is hitting major inflection points across chips, funding, entertainment, and biotech. Musk is gearing up for another raise, NVIDIA is flexing its silicon lead, Warner just shocked the industry with a deal no one expected, and researchers unveiled another scientific breakthrough. A packed slate today with signals that matter for 2026 and beyond.

Let's dig in👇

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💰 Money Moves

🎯 Musk targets $15B December raise for xAI

Musk is reportedly preparing a $15B December fundraise for xAI, signaling investors are still eager to bet on new frontier-model entrants. The raise would expand xAI’s compute footprint and accelerate Grok’s roadmap. It also strengthens xAI’s position as a top-tier competitor heading into next year’s model upgrades.

⚙️ NVIDIA says its GPUs are still ahead

NVIDIA claimed its next-gen GPUs remain a full generation ahead of Google’s AI chips, underscoring why it continues to dominate the AI hardware stack. If accurate, the gap allows NVIDIA to preserve pricing power while controlling the pace of AI compute advancement. This keeps the industry anchored to GPU-first architectures for another cycle.

💼 HP reveals massive workforce cuts tied to AI

HP plans to slash 6,000 jobs through 2028 as part of an AI-driven restructuring, marking one of the company’s largest shifts in years. The changes focus on automation, streamlined operations, and redirecting resources toward AI-powered product lines. It highlights a broader trend of legacy tech companies reshaping themselves around automation rather than retrofitting it.

🎵 AI, Science & Strategy

🎧 Warner settles lawsuit with Suno and launches joint venture

Warner Music has settled its lawsuit with AI-music startup Suno and signed a new partnership deal, marking a surprising pivot from litigation to collaboration. As part of the deal, Suno will operate Songkick and work with Warner to build fully licensed AI music models. The move signals the music industry's shift toward controlled AI collaboration rather than fighting it outright.

🧪 MIT debuts molecule-generating AI

MIT scientists unveiled a generative AI model capable of creating new molecules for hard-to-treat diseases, pushing drug discovery deeper into automation. The system can propose structures humans might overlook, dramatically speeding up early-stage research. This reinforces biotech as one of AI’s most transformative frontier arenas.

🔮 Ilya Sutskever reflects on alignment and long-term risk

Ilya Sutskever, OpenAI’s former Chief Scientist, shared his insights on where AI is going in a YouTube interview, offering a rare window into his current thinking. He emphasized unpredictability as models scale and the need for global coordination and entering a phase of research over scalability.

🔧 Tools of the Day

→ Questas - build interactive stories with AI images and videos
→ Firecut AI - lightning fast AI video editor
→ Evatar AI - AI agents that run your social media on autopilot

💬 Prompt of the Day

“Summarize a complex AI research paper in three formats: (1) a 1-paragraph executive brief, (2) a 5-bullet technical breakdown, and (3) a metaphor a 12-year-old would understand.”

⚡ Quick Hits

→ Trump signs new executive order establishing Genesis Mission.
→ North Korea reportedly tests AI-enhanced surveillance systems.
→ Onton raises $7.5M to expand AI shopping discovery.
→ OpenAI and Perplexity launch competing AI shopping assistants.
→ Character AI will launch guided interactive stories for kids.

📝 TLDR

Musk is raising big money again, NVIDIA says it’s still in the chip lead, HP is restructuring around AI, and Warner shocked the music industry by partnering with Suno after suing them. AI continues reshaping entertainment, biotech, and global strategy all at once.

Closing,
David