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AI Factories, Apple AI shake-up, DeepSeek open-source, Marvell-Celestial deal...
Mercredi 3 décembre 2025 à 06:51
AI Innovation & Industry Disruption
AWS and Nvidia unveil "AI Factories" to transform enterprise computing
Amazon Web Services (AWS) has announced a collaboration with Nvidia to deliver "AI Factories"—on-premises solutions that combine AWS infrastructure with Nvidia’s latest hardware and software, targeting businesses and government agencies needing data sovereignty. TechCrunch highlights that these factories are designed to operate within enterprise datacenters, allowing sensitive data to remain on-site while harnessing cutting-edge AI. Tech Radar adds that the integration of Amazon’s Trainium chips with Nvidia’s next-gen accelerators could fundamentally alter how organizations approach AI workloads, potentially reducing reliance on public cloud for critical applications. The Register notes the offering is part of AWS’ broader push to capture enterprise AI workloads that previously stayed off-cloud for compliance or security reasons.
TechCrunch
TechCrunch
The Register
Tech Radar
Apple appoints Amar Subramanya as new AI chief, signaling strategic pivot
Apple has named Amar Subramanya as its new vice president of AI, succeeding John Giannandrea. According to Computer World, Subramanya, formerly a key leader at both Google and Microsoft in AI foundation models, will steer Apple’s efforts across machine learning, foundation models, and AI safety. His background—spanning Google Gemini and Copilot at Microsoft—reflects Apple’s intent to compete at the frontier of consumer AI, possibly incorporating aspects of Google technology while maintaining a focus on user privacy. The move is widely seen as Apple’s bid to accelerate its AI strategy and catch up with rivals in the generative AI race.
Computer World
DeepSeek’s V3.2 open-source model challenges proprietary AI dominance
Chinese AI startup DeepSeek has launched V3.2, the latest in its open-source AI series, pushing capabilities to levels that rival leading proprietary models from OpenAI and Google. ZDNet reports that DeepSeek’s cost-effective approach and the ability for developers to access model weights on Hugging Face could represent a significant shift in commercial AI, lowering barriers for global innovation. The model’s emergence follows DeepSeek’s earlier R1 release, which already outperformed OpenAI’s o1 benchmark, positioning DeepSeek as a noteworthy disruptor in the rapidly evolving AI landscape.
Zdnet
Marvell to acquire photonics startup Celestial AI for up to $5.5 billion
Marvell Technology announced its acquisition of Celestial AI for $3.25 billion in cash and stock, with the potential for the deal to reach $5.5 billion. As The Information details, this move secures Marvell a foothold in photonics-based AI acceleration, an area critical for next-generation data centers and high-performance AI workloads. The acquisition reflects intensifying competition among chipmakers to build the infrastructure powering the AI boom.
The Information
HPE and AMD team up on Helios rack-scale AI systems for 2026
Hewlett Packard Enterprise (HPE) has partnered with AMD to integrate the new Helios rack-scale AI architecture into its product lineup starting in 2026. Tom’s Hardware reports that this system introduces a novel rack form factor and leverages custom networking, while The Register adds that the AI racks will feature Juniper’s scale-up switches to optimize performance across accelerators. The collaboration aims to address the scaling and efficiency demands of forthcoming AI workloads, marking a significant industry endorsement for AMD’s architecture.
Tom's Hardware
The Register
TSMC and GUC unveil HBM4 memory with massive performance leap by 2027
TSMC and GUC have detailed the next generation of High Bandwidth Memory (HBM)—HBM4 and variants—promising a 2.5x performance boost by 2027 through a 2048-bit interface and 3nm base dies. According to Tom’s Hardware, these advancements are set to meet the surging memory needs of AI accelerators, data centers, and supercomputers, reflecting a decade-first architectural overhaul in memory technology.
Tom's Hardware
GPU market shifts: Nvidia maintains dominance, tariffs and shortages impact landscape
Nvidia continues to hold a commanding 92% of the discrete GPU market, even as it pivots focus toward AI, TechSpot reports. Meanwhile, the White House has extended tariff exemptions on Chinese GPU imports, as noted by Tom’s Hardware, preventing additional price hikes. However, TechSpot also highlights that global memory shortages have forced Raspberry Pi to raise prices, underlining persistent supply chain volatility in the sector.
Tom's Hardware
TechSpot
TechSpot
Steam prepares for wider expansion to Arm devices
TechSpot reveals that Valve has invested years in enabling Steam to run Windows games on Arm-based phones, tablets, and hardware, using emulators and translation layers. This could make PC gaming radically more accessible across platforms, reducing dependence on traditional x86 architecture and opening new markets for game developers.
TechSpot
India’s mandatory security app faces pushback from Apple over privacy
The Indian government is requiring smartphone makers to pre-install a state-backed security app, described by sources as persistent and difficult to remove. TechSpot notes that Apple has refused to comply, citing privacy and security concerns, highlighting growing tensions between state surveillance initiatives and global tech companies’ privacy commitments.
TechSpot
Google’s AI-generated headlines experiment sparks misinformation concerns
The Verge reports that Google is testing AI-generated headlines in its news feeds, sometimes producing misleading or nonsensical results. The move has prompted criticism from journalists and users alike, who warn that automated content risks amplifying misinformation and undermining trust in news aggregation platforms.
The Verge
Science, Research & Emerging Technologies
HyprView pioneers AI-driven photonics for next-generation cancer diagnostics
FrenchTechJournal offers an in-depth look at HyprView, a French startup leveraging photonics and AI to revolutionize cancer diagnostics. By extracting biochemical "fingerprints" from tumor samples that traditional pathology misses, and decoding these with deep learning, HyprView aims to predict cancer behavior and treatment response far more accurately. The company plans to scale rapidly via US laboratory partnerships, using a centralized, AI-enabled diagnostic platform that could redefine oncology workflows.
FrenchTechJournal
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