Home Tech Pulse Daily November 1, 2025

💰 Nvidia Becomes First $5 Trillion Company

November 1, 2025 9 min read Markets & Security

Nvidia shatters records with $5T market cap milestone, Windows zero-days under active attack, Alphabet hits $100B quarterly revenue, OpenAI plans trillion-dollar IPO, and Microsoft faces antitrust action—November starts with market fireworks and critical security alerts.

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Nvidia $5T Security Alerts Earnings Funding This Week

Nvidia: First $5 Trillion Company

AI GPU Demand Propels Nvidia Past Historic Milestone

Nvidia's market capitalization surged past $5 trillion on Thursday, becoming the first company in the world ever to reach this milestone. The rally comes amid soaring global demand for its AI-optimized GPUs and the success of its Blackwell architecture.

Market Dominance

$5.0T
Market Cap
First company ever
58%
GPU Market Share
AI/Data center
185%
YoY Stock Growth
2024-2025
Blackwell Architecture Success

Nvidia's next-generation Blackwell GPUs have seen unprecedented demand from hyperscalers and AI companies, with production ramping up to meet the massive backlog of orders from Microsoft, Google, Meta, and Amazon.

Robotaxi Initiative

Nvidia is reportedly developing a $3 billion robotaxi initiative that could rival Tesla and Waymo, marking its most ambitious move yet into autonomous mobility.

Critical Security Alerts

Two Windows Zero-Days Under Active Exploitation

CRITICAL: Patch Immediately

Two Windows zero-day vulnerabilities are being actively exploited in the wild. Federal agencies must patch by November 4, 2025.

CVE-2025-24990 CVSS 7.8

Windows Agere Modem Driver Elevation of Privilege

Impact: The vulnerable Agere driver ships with every version of Windows, up to and including Server 2025. Attackers can gain elevated privileges on vulnerable systems.

Affected Systems:
  • Windows 10/11 (all versions)
  • Windows Server 2016/2019/2022/2025
  • Older Windows versions (7, 8, 8.1)
CVE-2025-59230 CVSS 7.8

Windows RasMan Elevation of Privilege

Impact: Windows Remote Access Connection Manager (RasMan) vulnerability allows attackers to elevate privileges and execute arbitrary code.

CVE-2025-59287 WORMABLE

Windows Server Update Service (WSUS) Critical Flaw

Critical deserialization vulnerability that allows unauthorized code execution on WSUS servers. The vulnerability is wormable between affected WSUS servers.

Note: Microsoft released an additional update after the initial fix was not comprehensive. Ensure you have the latest patches installed.

October 2025 Patch Tuesday Summary
183
Total Flaws
17
Critical
165
Important
3
Zero-Days
All three exploited issues have been added to the U.S. Cybersecurity and Infrastructure Security Agency's (CISA) Known Exploited Vulnerabilities (KEV) catalog, requiring federal agencies to apply patches by November 4, 2025.

Tech Giants Report Earnings

Alphabet Smashes Records with $100B Revenue

Alphabet smashed records with $100 billion in Q3 2025 revenue, driven by strong performance from Google Cloud and its Gemini AI integrations.

$100B
Q3 Revenue
+35%
Cloud Revenue Growth
Gemini
AI Integration Success

Meta: $42.3B Revenue But Stock Slips on AI Spending

Meta posted $42.3 billion in Q3 revenue, up 22%, but its stock slipped 5% in after-hours trading as massive AI infrastructure investments exceeding $40 billion squeezed margins.

Revenue Growth
$42.3B
+22% YoY
AI Investment
$40B+
Infrastructure Spending

OpenAI Eyes $1 Trillion IPO

OpenAI is laying the groundwork for an IPO that could value the company at up to $1 trillion, following explosive adoption of its enterprise AI tools, with annual recurring revenue topping $5 billion.

$1T
Potential IPO Valuation
$5B
Annual Recurring Revenue

Major Funding Rounds

SERIES C $10B VALUATION

Mercor Raises $350M at $10B Valuation

Mercor raised $350 million in Series C funding at a $10 billion valuation to expand its AI-driven talent platform. The platform uses AI to match companies with technical talent globally.

SERIES C

Fireworks AI Secures $250M Series C

Fireworks AI announced a $250 million Series C funding round to expand its AI inference platform that enables developers to deploy and scale AI models efficiently.

Q3 2025 Venture Funding Trends

Global venture funding gained significantly in Q3 2025, closing up 38% year over year, with Q3 venture investment reaching $97 billion, up from $70 billion in Q3 2024.

Total Investment
$97B
+38% YoY
Early-Stage Funding
$30B
+10% QoQ
LEGAL ACTION

Australia Sues Microsoft Over Copilot Bundling

The Australian Competition & Consumer Commission (ACCC) has brought legal action against Microsoft Corporation, accusing it of misleading roughly 2.7 million customers by bundling its AI tool Copilot with Microsoft 365 and raising subscription prices without clearly offering a lower-cost "classic" plan.

Price Increases
Personal Plan
45% increase
Family Plan
29% increase

This Week in Tech

NOV 4

CISA Patch Deadline

Federal agencies must apply Windows zero-day patches (CVE-2025-24990, CVE-2025-59230, CVE-2025-59287) by this date per CISA KEV catalog.

NOV 6-7

Kubernetes 1.35 Code Freeze

Kubernetes v1.35 reaches code freeze and test freeze, limiting changes to critical bug fixes until December 17 release.

NOV 11-13

.NET Conf 2025

Free virtual conference celebrating .NET 10 and Visual Studio 2026 launch with 100,000+ developers expected.

NOV 25

Amazon EKS 1.31 EOL

Amazon EKS Kubernetes 1.31 reaches end of standard support and enters extended support phase.

Key Takeaways

1

Nvidia Makes History

Nvidia becomes the first company ever to reach $5 trillion market cap, driven by unprecedented AI GPU demand and Blackwell architecture success

2

Critical Windows Zero-Days Active

Two actively exploited Windows vulnerabilities affecting every Windows version require immediate patching. Federal agencies must comply by November 4, 2025

3

Tech Giants Show Mixed Results

Alphabet hits $100B quarterly revenue milestone while Meta's $40B+ AI spending concerns investors despite 22% revenue growth

4

Venture Funding Surges 38%

Q3 2025 venture funding reaches $97B (up 38% YoY) with major rounds from Mercor ($350M) and Fireworks AI ($250M)

5

OpenAI Eyes Historic IPO

OpenAI preparing for potential $1 trillion IPO with $5B annual recurring revenue, potentially becoming one of the largest tech IPOs ever

Market Snapshot

💱 Currency Exchange

1 USD = ₹88.85
↑ 0.08% from yesterday

Near 2025 peak of ₹88.87

📊 BTC: $109,986 ↑0.9% 💎 ETH: $3,867 ↑1.2% 🐕 DOGE: $0.1839 ↑1.5% 🦴 SHIB: $0.00000992 ↑2.1% 📊 BTC: $109,986 ↑0.9% 💎 ETH: $3,867 ↑1.2% 🐕 DOGE: $0.1839 ↑1.5% 🦴 SHIB: $0.00000992 ↑2.1%

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