Nvidia Hits $5 Trillion

Plus: Generate on-brand content for your business with AI

Author

Poonam Soni
October 31, 2025

In partnership with

Welcome to AI Toast!

Here’s what’s on the menu today:

  • Nvidia Hits $5 Trillion

  • The Google-Reliance partnership brings Gemini to India

  • Adobe launches Firefly Image 5 AI model

  • Superhero Tools (The very best of Google)

  • Use Pomelli to generate on-brand content for your business

  • Quick AI Toasts: Microsoft–OpenAI partnership deepens

Total read time: About 5 minutes, perfect for a quick coffee break.

Image Source: aljazeera blog

Nvidia just became the first public company worth $5 trillion. The AI boom isn’t slowing; it’s compounding.

  • Milestone: First ever to cross the $5T market cap.

  • Stock Move: Shares jumped 5.6% to $212.19 on Wednesday.

  • Geopolitics: Donald Trump plans to discuss Blackwell chips with Xi Jinping.

  • Revenue Vision: Jensen Huang projects $500B in AI chip sales.

  • Infrastructure: Building seven U.S. supercomputers for security, energy, and science.

  • Telco Play: Invested $1B in Nokia to enable AI‑native 5G/6G on NVIDIA platforms.

  • Velocity: Crossed $4T only three months ago; up >50% YTD.

  • OpenAI Bet: Up to $100B, deploying 10 GW of Nvidia systems.

  • Scale Context: Now worth more than all countries’ aggregated markets except the U.S., China, and Japan.

AI is the new compute economy. Nvidia is selling the picks and shovels at a planetary scale.

Personal Take: Compute becomes the new oil. Nations and companies will chase GPU capacity, sovereign AI stacks, and energy pairing. Expect tighter chip supply, vertically integrated data centers, and AI-native networks. Winners will master silicon, software, and power together.

Introducing Synthflow Voice AI Agents for WhatsApp Calls

Until now, answering WhatsApp calls with the same speed, consistency, and automation as phones was nearly impossible.

With Synthflow, that changes. Connect your WhatsApp Business account instantly and have every call answered by Voice AI Agents that resolve issues, book appointments, track orders, send follow-ups, and escalate when needed.

24/7 coverage, 200+ integrations, 30+ languages, and enterprise-grade security — all in one platform.

Image Source: Analytics India Magazine

Google teams up with Reliance to deliver the AI Pro plan free for 18 months. First to Jio 5G users aged 18–25, then rolling out to all eligible users.

  • Core offer: Access to Gemini 2.5 Pro inside the Gemini app at no extra cost.

  • Creative power: Higher limits in Nano Banana (images) and Veo 3.1 (video).

  • Study tools: Expanded NotebookLM access for research and learning.

  • Cloud storage: 2 TB across Photos, Gmail, and Drive, plus WhatsApp backups on Android.

  • Value: Combined benefits worth approximately ₹35,100.

  • Activation: Enable via the MyJio app.

  • Rollout: Starts with 18–25, expands nationwide to eligible Jio users.

This is Google putting premium AI into everyday hands at telecom scale. It’s a big nudge for mainstream AI adoption in India.

Personal Take: Airtel bundled Perplexity Pro free for a year, using telco rails to hack distribution. Now Reliance and Google are running the same playbook with Gemini AI Pro free for 18 months, plus NotebookLM and 2 TB, via MyJio. The battleground is India's massive, price-sensitive, mobile-first base. Whoever controls daily habits across search, study, chat, and storage will win the decade.

Don't get SaaD. Get Rippling.

Disconnected tools don’t speed you up – they slow you down. That’s SaaD (Software as a Disservice).

Rippling unifies HR, IT, and Finance so you can save time, cut costs, and grow faster.

Find out if you and your team are at risk of SaaD today.

Image Source: Adobe

Adobe has unveiled Firefly Image 5, its most advanced image-generation model yet. Firefly’s latest release introduces something far more radical: the ability for artists to train AI models in their own style. AI isn’t replacing artists, it’s personalising them.

  • The model now produces native 4-megapixel resolution, up from the previous 1MP limit and no post-upscaling required.

  • The model now treats different image elements as editable layers. You can resize, rotate or reimagine each component via prompts, while Firefly automatically preserves lighting, shadows and detail consistency across the image.

  • Firefly is moving from text-to-image generation to prompt-driven composition, giving creators Photoshop-grade control inside an AI model.

  • Firefly now supports third-party models from OpenAI, Google, Runway, Topaz and Flux, letting users pick which engine to use for each project. The redesigned site gives you:

    • A unified prompt bar for image, video or sound generation.

    • Recent file access and history tracking.

    • Direct links to Photoshop, Premiere and other Creative Cloud tools.

  • Supports AI-generated speech and soundtracks, powered by ElevenLabs. You can literally generate a full voiceover or musical bed from a text prompt. A private beta now supports layered, timeline-based editing; Adobe’s clearest step toward true generative filmmaking.

Personal Take: By giving artists the power to train their own models, while keeping editing, audio and motion in one place, Adobe is reasserting its dominance in a rapidly evolving creative landscape. The move is smart, strategic and surprisingly artist-centric. If this is where Firefly is headed, Adobe’s not just keeping up with the AI race but also quietly redrawing the map.

CTV ads made easy: Black Friday edition

As with any digital ad campaign, the important thing is to reach streaming audiences who will convert. Roku’s self-service Ads Manager stands ready with powerful segmentation and targeting — plus creative upscaling tools that transform existing assets into CTV-ready video ads. 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.

Superhero Tools

Whisk: Fast, simple image generation to test Google’s Imagen with style control.

Lyria: AI music model that generates high‑fidelity tracks and enables real‑time composition.

Flow: AI filmmaking workspace to create cinematic clips and stories powered by Veo.

Google AI Studio: Browser-based IDE to build with Gemini models and APIs quickly.

NotebookLM: Research assistant that organizes your sources and creates summaries and audio overviews.

Vertex AI: Unified enterprise platform to test, tune, and deploy generative AI at scale.

Pomelli is a Google Labs experiment that turns your website into a “Business DNA,” then generates campaign ideas and editable, branded creatives. Public beta in English for the US, Canada, Australia, and New Zealand.

Let’s use a small business: a neighborhood coffee shop called “Blue Mug Cafe.” We’ll create an Instagram carousel and a square ad for a seasonal promo.

  • Open the Pomelli landing page and click “Let’s get started.” You may see a high‑demand notice during launch week; wait to reach the dashboard.

  • Paste your website URL (e.g., aitoast.beehiiv.com). Pomelli analyzes your site and auto‑extracts logo, colors, fonts, tone, images, and a brand overview.

  • Edit anything: upload a transparent PNG logo, confirm hex colors, pick headline/body fonts, remove placeholder images, add product shots. This DNA grounds all outputs.

  • Pomelli suggests concepts from your DNA (e.g., “Pumpkin Spice Season is Back”). Or write a prompt: “Promote October Pumpkin Spice Latte; warm cozy tone; mention ‘Buy 2, get 1 free, weekends only.’” Choose the best of the 2–3 ideas returned.

  • Pomelli produces on‑brand assets: carousel frames + square posts with headline, description, and optional CTA, styled to your palette and fonts. Think Canva‑style layouts, but consistent with your brand. 

  • Edit inside the tool

    • Header: “Pumpkin Spice Is Back.”

    • Description: “Weekends in October. Buy 2, get 1 free.”

    • CTA: “Sip Now.”

    • Images: swap to your latte photo or generate variants (e.g., “wooden table, fall leaves background”). Then download ready‑to‑post files. Early testers showed quick tweaks to headers/images/CTAs, plus background edits for visuals. 

  • Post to Instagram; reuse visuals for a site banner and email header to keep consistency. Pomelli’s value is speed and brand coherence across channels for SMBs.

Quick AI News Bites

  • OpenAI and Microsoft signed a new definitive agreement to deepen their partnership. Microsoft keeps exclusive IP rights and Azure API access until AGI, with verification by an independent panel. OpenAI commits to $250B in Azure, can co-build with third parties, and may release some open-weight models. ​⁠

  • AI browsers are a cybersecurity time bomb. Agent features like Atlas and Copilot Mode expand attack surfaces via prompt injections and “memory” abuse. Experts say use AI only when needed and default to AI-free mode for safety. ​

  • Sora now adds reusable ‘characters’ and video stitching. Users can create “character cameos” with permissions and stitch clips into longer videos. OpenAI also launched leaderboards and briefly opened signups without invite codes.

  • Meta, Alphabet, and Microsoft are spending big on AI with record capex for chips and data centers. Meta guides $70–72B for 2025; Alphabet lifts to $91–93B; Microsoft hit $34.9B last quarter. Investors are excited, but returns are still under scrutiny.

  • OpenAI is preparing for a $1tn stock market float as soon as H2 2026. Recent restructuring made the for-profit path easier and left Microsoft with ~27% stake. Officials warn of bubble risks if AI expectations cool. ​

Boost revenue and gain new customers by partnering with us

Reach over 35K AI enthusiasts with your product.

Join our newsletter to connect with tech professionals, investors, engineers, managers, and business owners worldwide. DM now!

Got feedback, a story worth toasting, or a wild tech question? I’d love to hear from you; just reply, or find me on X.

Cheers,

— Poonam Soni