AI Pushes Black Friday to Record Online Spending

Plus: Runway’s Gen 4.5 Just Beat Google and OpenAI in Video AI

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Good Afternoon, AI Architects! 

Today’s headline that’s got everyone talking….. American shoppers leaned on AI more than ever this Black Friday, driving online spending to a record-breaking $11.8 billion.

Let’s break it down.

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Top Stories

Nvidia Invests $2B in Synopsys to Expand AI-Powered Chip Design: Nvidia is taking a $2 billion equity stake in Synopsys as the companies deepen their partnership to build AI-accelerated tools for chip design and engineering. The deal will integrate Nvidia’s developer tools and AI libraries directly into Synopsys’ design software, strengthening Nvidia’s reach across the semiconductor ecosystem. Shares of Synopsys jumped on the news, while analysts note the move signals Nvidia’s push to tighten its role in the increasingly interconnected AI supply chain.

Runway’s Gen 4.5 Just Beat Google and OpenAI in Video AI: Runway has launched Gen 4.5, a new text-to-video model that’s now ranked No. 1 on the Video Arena leaderboard putting it ahead of Google’s Veo 3 and OpenAI’s Sora 2 Pro. The model can turn simple written prompts into realistic, high-definition videos with impressively natural motion, physics, and camera movement. Runway’s CEO says the win proves a small, focused team can push the field forward, as the company continues rolling out new tools for creators, studios, and brands.

Amazon’s Rufus Becomes a Black Friday Powerhouse: New data shows Amazon’s AI chatbot, Rufus, played a major role in driving purchases this Black Friday, with buy-ready sessions using Rufus jumping 100% compared to the previous month, far higher than sessions without it. Rufus-assisted shopping also grew faster than Amazon’s overall site traffic, reflecting a broader trend of consumers turning to AI tools to find deals and compare products. Adobe reports AI-driven retail traffic surged 805% year-over-year, and shoppers coming from AI services were significantly more likely to buy, even as overall spending patterns showed signs of economic caution.

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What’s Trending

AI Pushes Black Friday to Record Online Spending

Shopping Spree Money GIF by Cosmopolitan

American shoppers leaned on AI more than ever this Black Friday, driving online spending to a record-breaking $11.8 billion. New Adobe data shows U.S. consumers increasingly used AI-powered tools and chatbots to hunt for deals, compare products, and simplify gift shopping contributing to an 805% surge in AI-driven retail traffic compared with last year. Nearly half of shoppers say they’ve already used or plan to use AI for holiday shopping, helping fuel a 9.1% jump in online sales. Top buys included Pokémon cards, LEGO sets, AirPods, kitchen appliances, and popular gaming consoles, following another record-setting day of online spending on Thanksgiving.

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