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- SoftBank Dumps $5.8B Nvidia Stake for AI Pivot
SoftBank Dumps $5.8B Nvidia Stake for AI Pivot
Komos AI, Cubeo AI, Agenta & more tools reshaping how marketers work in 2025
Aleric Heck
November 17, 2025
In partnership with
The AI marketing landscape just witnessed a seismic shift that signals where the smart money is heading. SoftBank's stunning exit from Nvidia—selling their entire $5.8 billion stake—isn't just another investment move. It's a clear signal that the real action has moved from AI infrastructure to AI platforms and applications. And that's exactly where we marketers need to focus our attention too.
Today's newsletter is packed with game-changing developments that will directly impact how you market in 2025 and beyond. From Google's new conversational ad advisors to Amazon's AI campaign automation, the tools launching right now are fundamentally changing how we work.
📍 Quick Preview:
Why SoftBank's $5.8B Nvidia exit signals a major AI strategy shift
Google & Amazon's AI advisors that manage campaigns through conversation
Autonomous shopping tools that buy products for customers automatically
Breakthrough AI tools: Komos AI, Cubeo AI, Agenta, and Chopdi AI
📈 Today's Top AI Marketing Story
SoftBank's $5.8 Billion AI Bet: Why They're Abandoning Infrastructure for Applications
Here's a move that made my jaw drop: SoftBank just sold their entire Nvidia stake—all $5.8 billion worth—to double down on AI applications instead of infrastructure. This is the same position they sold for $3.6 billion in 2019 (which would be worth $150 billion today if they'd held). Ouch.
But here's why this matters for marketers: SoftBank CEO Masayoshi Son is betting that the real value isn't in the picks and shovels (chips) anymore—it's in what we build with them. They're committing over $30 billion to OpenAI alone this year, plus joining the $500 billion Stargate AI project.
Quick Action Tip: This signals that AI application layer tools (like the marketing platforms we use daily) are where the innovation acceleration will happen. Now's the time to invest in learning and implementing AI marketing tools, not waiting for the "next big thing."
🚀 AI Marketing Quick Hits
Google Launches Conversational Campaign Management
Google's new Ads Advisor and Analytics Advisor (rolling out early December) transform campaign management into a conversation. Instead of clicking through endless menus, you'll simply tell the AI what you want: "Create a campaign for my new product launch targeting millennials interested in sustainable fashion."
Why This Matters: Campaign setup time could drop from hours to minutes. The AI handles keyword research, ad creation, and optimization recommendations—all through natural conversation.
Action Item: Prepare your team for conversational campaign management. Start documenting your common campaign requests in plain language now.
Amazon's AI Agent Automates DSP Targeting
Amazon unveiled their Ads Agent at unBoxed 2025 (November 12), accepting natural language campaign descriptions or document uploads to auto-generate audience and keyword suggestions with full rationale.
Why This Matters: Amazon DSP complexity has been a barrier for many businesses. This removes that friction entirely.
Action Item: If you've been hesitant about Amazon advertising due to complexity, bookmark this for testing when it fully rolls out.
Google's Autonomous Shopping Suite Changes Everything
Launched November 13 for U.S. users, Google's new agentic shopping features include:
Agentic Checkout: Automatically purchases items when they hit your target price
Duplex Store Calling: AI phones local stores to check inventory
Conversational Shopping: Natural language product discovery
Why This Matters: Consumers can now delegate purchasing decisions to AI. Your pricing and inventory strategies need to account for autonomous buyers.
Action Item: Ensure your product feeds are updated hourly and price competitively—AI buyers will find the best deals instantly.
Perplexity Pays Snapchat $400M for Distribution
In a first-of-its-kind deal, Perplexity is paying Snapchat $400 million to integrate its AI answer engine into Snapchat Chat, reaching 943 million users starting early 2026.
Why This Matters: This reverses the traditional model—AI companies are now paying for social distribution. Expect other platforms to follow.
Action Item: Start optimizing your content for conversational AI queries, not just traditional search. Think "answers" not "keywords."
🔍 Featured AI Tool Spotlight
Komos AI
I'm particularly excited about this emerging AI marketing tool that's been gaining serious traction lately. Komos AI represents a new breed of intelligent marketing assistants that understand context and nuance in ways previous tools couldn't.
What You Can Do With It:
Generate comprehensive marketing strategies tailored to your specific industry and goals
Create multi-channel campaign content that maintains consistent messaging
Analyze competitor strategies and identify untapped opportunities
Automate routine marketing tasks while maintaining brand voice
Get AI-powered insights on campaign performance and optimization
What makes Komos AI stand out is its ability to learn from your brand's unique style and adapt its outputs accordingly. Unlike generic AI tools that produce cookie-cutter content, this one actually gets smarter about your brand over time.
Key Features:
Advanced natural language processing for brand voice consistency
Multi-platform campaign orchestration
Real-time performance analytics with actionable recommendations
Integration with major marketing platforms
Collaborative workspace for team projects
Pricing: Various tiers available - check their website for current offerings
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🛠️ More AI Tools Worth Exploring
Cubeo AI - Intelligent Content Optimization
This powerful AI tool is revolutionizing how marketers approach content strategy and optimization.
AI-driven content analysis and recommendations
Real-time performance tracking across channels
Automated A/B testing suggestions
Seamless integration with major CMS platforms
Agenta - AI Workflow Automation
Agenta is making waves with its ability to streamline complex marketing workflows through intelligent automation.
Visual workflow builder with AI assistance
Smart trigger-based campaign execution
Cross-platform data synchronization
Advanced analytics and reporting dashboard
Chopdi AI - Video Content Revolution
Perfect for marketers looking to scale video content production without sacrificing quality.
AI-powered video editing and enhancement
Automatic subtitle generation in 40+ languages
Smart clip extraction for social media
Brand consistency templates
Grubby AI - Content Humanization Tool
Transforms AI-generated content to bypass detection systems (use responsibly).
30+ language support
Multiple writing modes
Free tier: 400 words
Pro plans: $4.99-$19/month
Turbo AI - Study Material Generator
Perfect for creating training materials from your marketing content.
Converts audio/video/text to study materials
Auto-generates flashcards and quizzes
AI chatbot for interactive learning
Cross-platform sync
Find customers on Roku this holiday season
Now through the end of the year is prime streaming time on Roku, with viewers spending 3.5 hours each day streaming content and shopping online. Roku Ads Manager simplifies campaign setup, lets you segment audiences, and provides real-time reporting. And, you can test creative variants and run shoppable ads to drive purchases directly on-screen.
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💡 Pro Tip of the Day
Prepare for the "Business DNA" Revolution
Tools like Komos AI are pioneering automatic brand extraction—they analyze your digital presence to understand your brand without manual input. Here's how to prepare:
Audit Your Digital Brand Consistency: Ensure your website, social profiles, and content share consistent visual and tonal elements
Document Your Unique Voice: While AI can extract visual elements, your brand's unique perspective and values should be clearly articulated across all touchpoints
Create a Brand Asset Repository: Centralize high-quality logos, images, and copy examples that represent your brand at its best
Success Metric: Measure how accurately AI tools capture your brand essence on first analysis. Aim for 80%+ accuracy without manual corrections.
⚡ KeywordSearch.com Feature Spotlight
Speaking of AI That Just Works...
While everyone's talking about these flashy new tools, I've been consistently impressed by how KeywordSearch.com has quietly become the Swiss Army knife of audience targeting.
What really sets it apart? The AI Audience Builder doesn't just suggest keywords—it understands audience intent and creates laser-focused targeting lists that actually convert. And with one-click sync to Google and YouTube Ads, you can go from idea to live campaign in literally minutes.
The platform recently added access to over 100,000 competitor ad examples, which gives you instant insight into what's working in your niche. No more guessing games or expensive trial and error.
Quick Win: Use KeywordSearch to analyze the top-performing ads in your industry, then let the AI build audiences based on what's already proven to work.
Ready to stay ahead of the AI marketing curve? Tomorrow we'll dive into how to build your own AI marketing tech stack for 2025. You won't want to miss it.
Until then, keep experimenting!
Aleric & Greg
KeywordSearch.com
P.S. Want to see how AI can transform your ad targeting? Start your unlimited 5-day free trial of KeywordSearch and create your first AI-powered audience in minutes.
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