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Amazon AI Factories, Apple AI leadership, DeepSeek V3.2 shakes up AI, Nvidia’s GPU dominance...
Mercredi 3 décembre 2025 à 07:50
AI, Cloud, and Enterprise Tech
Amazon and Nvidia unveil 'AI Factories' for on-premises AI revolution
Amazon Web Services has announced a major partnership with Nvidia to deliver on-premises "AI Factories," integrating cutting-edge Nvidia hardware with AWS's Trainium chips and AI models for enterprise and government clients needing sovereignty over sensitive data. TechCrunch highlights the competitive angle against other cloud providers, while Tech Radar notes the potential for these AI Factories to fundamentally change how businesses approach AI, combining on-premises control with the power of cloud-scale infrastructure. The Register further details that the solution is tailored for organizations with strict security or legal requirements, signaling AWS's push to serve customers previously out of reach due to data governance concerns.
TechCrunch
The Register
Tech Radar
Apple taps Amar Subramanya to drive next-gen AI and Siri
Apple has named Amar Subramanya as its new vice president of AI, marking a significant leadership shift as it seeks to deepen its AI integration across products. Computer World reports that Subramanya, with a background at both Microsoft and Google—notably leading engineering for Google Gemini—will spearhead Apple's AI foundation models, machine learning, and AI safety initiatives. His expertise in privacy and contextual AI is expected to influence the future of Siri and Apple Intelligence, while his cross-industry experience may ease Apple's rumored adoption of Google Gemini models.
Computer World
DeepSeek V3.2: Open-source AI model challenges industry giants
Chinese AI upstart DeepSeek has released V3.2, an open-source model that rivals the performance of established proprietary models from the likes of OpenAI and Google, according to Zdnet. The model’s two versions, “Thinking” and “Speciale,” are available for developers via Hugging Face at a fraction of the cost, fueling speculation about a major shift toward open-source dominance in AI. DeepSeek has previously garnered attention for outperforming OpenAI models on key benchmarks, and the V3.2 release is seen as a direct challenge to proprietary market leaders.
Zdnet
Nvidia retains overwhelming GPU market lead as AI focus intensifies
Nvidia continues to dominate the discrete GPU market with a 92% share in Q3 2025, reports TechSpot, even as the company pivots more aggressively into AI and data center technologies. Despite a slight dip from the previous quarter, Nvidia's grip on the market remains firm, with AMD and Intel making only modest gains. The data underscores Nvidia’s dual strength in both AI and traditional graphics, reinforcing its critical role in the ongoing AI hardware arms race.
TechSpot
AWS re:Invent: AI models, coding agents, and cloud strategy pivots
At the annual AWS re:Invent conference, Amazon Web Services introduced the Amazon Nova 2 Omni model, capable of processing text, speech, images, and video, according to The Information. TechCrunch highlights the launch of three new AI agents, including "Kiro" for autonomous coding, while The Register and The Verge note AWS's embrace of agentic AI for DevOps and its public dismissal of industry AI benchmarks in favor of real-world utility. This year’s announcements illustrate AWS's multi-pronged approach to democratizing AI for enterprises, both in the cloud and on-premises.
TechCrunch
The Information
The Register
The Verge
Amazon, Google blur cloud boundaries with cross-cloud partnership
In a notable shift, Amazon Web Services and Google Cloud have agreed to make it easier for customers to move data and develop applications across both platforms, reports The Information. This collaboration, a reversal from AWS's historic resistance to multi-cloud, is seen as a pragmatic response to customer demand for flexibility and interoperability, allowing enterprises to optimize workloads across the two cloud giants.
The Information
Microsoft’s Copilot+ PC strategy faces industry skepticism
Computer World reports mounting analyst criticism of Microsoft's “Copilot+” AI PC initiative, with many calling it confusing and overhyped. Analysts argue that most current Windows PCs already support some AI features, while the promised benefits of Copilot+ are not yet widely realized due to limited software support and unclear hardware requirements. Microsoft itself has started to shift messaging, suggesting that all Windows PCs will eventually be “AI PCs,” further muddying the distinction.
Computer World
Marvell to acquire Celestial AI for up to $5.5 billion
Marvell Technology has announced the acquisition of photonics startup Celestial AI for as much as $5.5 billion, reports The Information. The deal—comprised of $1 billion in cash and $2.25 billion in stock—signals Marvell’s drive to secure advanced optical interconnect technology, critical for the next generation of AI and high-performance computing infrastructure.
The Information
Science and Innovation
Phages with silver nanoparticles offer fresh hope against antibiotic resistance
Researchers have engineered bacteriophages to serve as scaffolds for silver nanoparticles, creating a potent conjugate that kills bacteria more effectively than either component alone, according to The Scientist. This innovative approach could provide a new line of defense in the escalating battle against antibiotic-resistant bacteria, leveraging the unique properties of both phages and nanomaterials.
The Scientist
Antares raises $96M to advance modular nuclear reactors for diverse environments
Microreactor startup Antares has secured $96 million to develop small modular nuclear reactors suitable for deployment on land, at sea, and in space, TechCrunch reports. The company’s aim is to deliver flexible, portable nuclear power solutions for commercial, aerospace, and defense sectors, reflecting renewed interest in nuclear innovation for clean and resilient energy needs.
TechCrunch