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AI agents reshape cloud, Apple hires new AI chief, India security app standoff, GPU & memory pricing...
Mercredi 3 décembre 2025 à 00:18
Cloud & Enterprise AI: A New Competitive Era
AWS launches on-premises "AI Factories" for data sovereignty
Amazon Web Services (AWS) unveiled its new "AI-in-a-box" offering, dubbed AI Factories, targeted at enterprises and government agencies needing to keep sensitive data on-premises for compliance or security. The Register notes this development allows AWS to build and manage AI hardware and software directly inside customer datacenters, bypassing the need for public cloud reliance. This move is seen as a direct response to organizations' increasing demands for sovereignty and control over AI workloads, and intensifies competition among hyperscalers for enterprise AI dominance.
The Register
AWS and Google Cloud collaborate on cross-cloud AI development
In a significant policy reversal, AWS and Google Cloud announced an initiative to simplify data movement and application development for joint customers across both clouds. The Information highlights how AWS, traditionally resistant to "multicloud" strategies, is now acknowledging customer demand for flexibility, aiming to better compete as enterprises diversify their cloud spending. This cross-cloud collaboration reflects intensifying competition and growing customer leverage in the cloud AI marketplace.
The Information
AWS introduces autonomous "Frontier agents" for coding, DevOps, and security
At its re:Invent conference, AWS launched three new "Frontier agents" designed to automate coding, DevOps, and cybersecurity tasks. According to TechCrunch and Zdnet, these agentic AI technologies can operate autonomously for hours or days, reducing the “babysitting” burden on developers. The Register adds that these agents specifically address previous issues with AI coding tools by integrating security checks and repository management, signaling AWS's ambition to lead in practical AI-driven software automation.
The Register
TechCrunch
Zdnet
ServiceNow makes $1B+ acquisition to bolster AI security for enterprises
ServiceNow has confirmed its acquisition of Veza, a startup specializing in AI-native identity security, for between $1 billion and $1.5 billion. The Information reports this deal aims to help enterprises gain granular visibility into which employees and AI agents can access customer data, a critical concern as generative AI and agentic systems proliferate in corporate environments. ServiceNow’s move demonstrates the surging value placed on identity governance as AI transforms workplace processes.
The Information
Anthropic eyes first acquisition to accelerate AI agent development
AI startup Anthropic is in advanced talks to acquire Bun, a developer tools company, for several hundred million dollars, according to The Information. The deal, Anthropic's first acquisition, would deepen its expertise in efficient code execution and performance, directly benefiting its Claude Code agent, which has reportedly achieved $1 billion in annualized revenue. This reflects a broader industry trend of leading AI labs acquiring specialized software infrastructure to strengthen their agent offerings.
The Information
Marvell to buy Celestial AI in $3.25B deal to boost photonics for AI chips
Marvell Technology announced it will acquire photonics startup Celestial AI for $3.25 billion in cash and stock, confirming earlier reporting by The Information. The acquisition signals Marvell’s aggressive push into optical interconnects and advanced AI chip architectures, an area expected to be critical as data centers scale up for next-generation AI workloads.
The Information
AI, Devices & Security: Global Policy and Hardware Shifts
Apple appoints former Google Gemini leader as new AI chief
Apple has named Amar Subramanya, a veteran of Google and most recently Microsoft, as its new VP of AI, succeeding John Giannandrea. Computer World details Subramanya's background in large language models and privacy-centric AI, highlighting expectations that his expertise will guide Apple’s efforts to integrate foundational AI across its product line and revitalize Siri. The Register adds that Subramanya’s appointment comes amid industry criticism of Apple’s perceived lag in advanced AI features, and signals renewed focus on competing with Google and OpenAI.
Computer World
The Register
India orders mandatory government security app; Apple resists
The Indian government has directed all smartphone manufacturers to preinstall a state-developed “security” app, but Apple has refused to comply, citing privacy and security concerns. TechSpot, citing Reuters sources, reports that the app behaves like persistent malware, raising alarms among privacy advocates. The Financial Times adds that this standoff highlights ongoing tensions between global tech giants and national governments over user data access and digital sovereignty, as India ramps up its regulatory oversight of foreign technology platforms.
TechSpot
Financial Times
Massive malware campaign found in Chrome and Edge extensions
A seven-year-long cyber-espionage campaign, tracked as "ShadyPanda," has infected over 4 million browser instances by weaponizing trusted Chrome and Edge extensions, Computer World reports. The attackers exploited the lack of post-approval extension reviews, adding malicious updates to widely used tools only after accumulating a large user base. This campaign highlights ongoing gaps in browser marketplace security and the persistent risk from silently updated third-party extensions within enterprises.
Computer World
Hardware & Infrastructure: Pricing, Innovation, and Energy
GPU and memory prices rise amid market volatility, but tariff reprieve continues
Tom's Hardware and TechSpot report that rising GDDR6 memory prices are pushing AMD Radeon GPU MSRPs up by $20–$40, while Raspberry Pi is also raising prices on several models due to LPDDR4 memory cost increases. Meanwhile, the White House has extended its exemption from 25% tariffs on Chinese-made GPUs and computer components, providing some relief to US consumers and manufacturers. This confluence of global supply pressures and trade policy keeps hardware costs in flux for both PC builders and makers.
Tom's Hardware
Tom's Hardware
TechSpot
Data center energy demands to triple by 2035 as AI workloads soar
Tech Radar warns that the rapid proliferation of AI is projected to nearly triple global data center energy consumption by 2035, straining existing infrastructure and raising environmental concerns. As AI models and agentic workloads become more central to enterprise operations, the industry faces mounting pressure to innovate in energy efficiency and sustainable data center design.
Tech Radar
Science & Emerging Materials
Triple-twisted graphene reveals new clues about unconventional superconductivity
sciencenews.org covers a breakthrough where stacks of three carefully twisted graphene sheets exhibit properties of unconventional superconductors—materials that conduct electricity without resistance at relatively higher temperatures. This "magic-angle" graphene could help physicists unravel the mechanisms behind superconductivity and pave the way for transformative advances in energy transmission and quantum computing.
sciencenews.org
Most comprehensive cell atlas of the developing brain published
The Scientist reports that the BRAIN Initiative Cell Atlas Network has unveiled the most detailed map to date of the developing brains of mice, nonhuman primates, and humans. This resource provides unprecedented insights into brain development and cell diversity, offering biomedical researchers a powerful tool for studying neurodevelopmental disorders and brain evolution.
The Scientist
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