Reports

Thu, May 22 - Google, Microsoft, and Nvidia Transform AI Landscape

Hak

22 May 2025 — 4 min read

It's Thursday, May 22, 2025, and you're reading the Agentive Daily Report.

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Google, Microsoft, and Nvidia launch next-generation AI platforms: multimodal, agentic, and infrastructure-focused.

Google unveils Veo 3, a video AI model with synchronized audio, raising the bar against OpenAI Sora and Runway.

Microsoft pushes the “open agentic web,” embedding agent interoperability and autonomy into mainstream cloud products.

Nvidia claims the quantum, robotics, and AI hardware edge with new supercomputing, robot model and Foxconn’s “AI factories.”

Apple opens its AI models to third-party developers for on-device use, seeking to regain momentum in the AI race.

Google’s new $249/month AI Ultra tier signals the mainstreaming of premium, enterprise-grade AI for prosumers.

Real-time speech translation and spatial audio emerge as the next hot applications for AI-driven collaboration.

Today's Top Stories

Google, Microsoft & Nvidia Redefine the AI Stack—Power, Interoperability, and Specialization

This week’s big three unveilings point to a pivotal inflection: Google is synthesizing multimodal AI across search, video, and personalization (Veo 3, Gemini 2.5 Pro, Flow, AI Mode), Microsoft is moving fast into agentic AI with over 50 tools for cross-agent orchestration, and Nvidia is cementing its dominance at every layer from quantum supercomputers to autonomous robots. If you build, manage, or rely on AI, it’s becoming clear: the ecosystem is “stacking up”—the days of siloed models and isolated platforms are numbered. The challenge now shifts to integration, value extraction, and governance at true scale. Expect enterprise and developer winners to come from those who can best leverage these interoperable advances.

Veo 3 Pushes Video AI to Cutting Edge, OpenAI’s Sora and Runway in Sights

Google’s Veo 3 ups the ante for generative video models—delivering not just photorealistic video but native, synchronized audio, nuanced lip-sync, and cinematic camera controls. It does for video what Sora did for realism, but layers on sound and control in ways that open huge opportunities for creators, marketers, and studios. At $249/month via Vertex AI or Google’s Ultra plan, this is no hobby tool—it’s a pro-grade workflow disruptor. If you make or use video professionally, watch this space very closely—the baseline just shifted, and competitors will be pressed to answer with richer, faster, fuller media AI.

Microsoft’s Vision: The Agentic Web and the Coming OS of AI

Microsoft’s Build updates map out a bold future: dozens of intelligent agents, each persistent, “memoryful,” and increasingly capable of cross-company, cross-app collaboration. The “open agentic web” isn’t just branding. Microsoft is embedding agent protocols and coordination (like A2A, MCP) into Azure, Windows, and GitHub, betting big that tomorrow's AI won’t live in isolated chatbots, but in an ecosystem of autonomous, orchestrating entities. There’s huge practical upside—true automation of digital workflows, not just conversation bots—but also major risks around security, fragmentation, and real-world reliability. The next gen of IT and SaaS will be won or lost on who builds trust and reduces friction in these agentic workflows.

Fast Forward

Nvidia’s Humanoid AI Foundation Model: Project GR00T N1.5, launched at Computex, aims to train robots for real-world action, making physical AI assistants much more capable—if we solve data, power, and trust hurdles.
AI Factories Rise (Nvidia + Foxconn): Vast “AI factories” for model training and deployment are coming to Taiwan, hinting that verticalization of AI infrastructure will drive the next quantum leap in enterprise AI capability.
Gemini “Deep Think” Mode: Google bolsters Gemini 2.5 Pro with the ability to evaluate multiple hypotheses per response, raising the ceiling on reasoning, math, and code tasks, and setting a new benchmark for “explain your answer” LLMs.
Apple Opens On-Device Models for Devs: Apple’s upcoming SDK will let third-party apps tap local AI, finally ending Apple’s closed-system approach, but only for device-based models (cloud models remain locked down, for now).
Real-Time Speech Translation: Google Meet and University of Washington research push live translation and “spatial audio” to the mainstream—expect these to become must-haves in next-gen collaboration and global teams.
Rapid AI Model Market Share Shifts: Poe’s latest report reveals a shifting landscape where Google’s Gemini 2.5 and OpenAI’s GPT-4.1 outpace Anthropic in usage—rate of change, not leader, is the headline.
Research: Model Scaling and New Architectures: DeepSeek-V3’s training insights and Gemma 3n’s mobile-first multimodality point to a maturing, more specialized model landscape.

New Tools Discovered

Mem0: An AI memory layer that brings persistent, retrievable context to LLM apps—solving the “why did this bot forget our conversation?” pain point.
Line0: Natural language to backend code, live API testing, and GitHub sync bake full-stack dev into a chat-based workflow for quick API prototyping.
Samey AI: Enterprise search and automation for non-technical teams, integrating docs, finance, and workflows—finally, AI utility without the IT overhead.
Amie: Transforms meeting notes into automated follow-up actions, cutting support and coaching workload for teams.
eSelf: Lets you build lifelike AI tutors, agents, and friends—no code required.

Discover more tools at Agentive.Directory

That's a wrap for today! Thank you for reading this report.

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Until tomorrow,
Hak from Agentive.Studio