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Une personne douée en finances, qui s'intéresse beaucoup aux tendances et aux développements économiques, se tient également au courant des progrès technologiques et de leur impact sur l'économie mondiale, tout en suivant de manière informelle l'actualité internationale et politique.
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AI chip race, Tech M&A rebound, Samsung foundry turnaround, Benin coup, US-China rivalry...
Lundi 8 décembre 2025 à 03:51
Economy & Markets: AI, Chips, and M&A
AI Chip Revenue Surges: Broadcom and Oracle Seek Growth Amid Nvidia's Dominance
The Information highlights upcoming quarterly earnings from Oracle and Broadcom, with particular attention to updates on their AI businesses. Broadcom’s AI revenue has soared by over 60% year-on-year, reaching a projected $19.9 billion for fiscal 2025, though this remains dwarfed by Nvidia’s $57 billion in Q3 revenue from its AI chip business. Industry watchers expect AI chip and networking markets to balloon to as much as $90 billion by 2027, indicating substantial headroom for Broadcom’s expansion. Oracle’s performance will also be scrutinized for progress in its AI-driven cloud services.
The Information
Robust Rebound in Tech M&A Driven by AI
U.S. tech mergers and acquisitions have rebounded sharply, with The Information reporting total deal value at $543 billion—more than the combined totals of the previous two years. This resurgence is attributed to heightened bets on artificial intelligence and a regulatory environment viewed as conducive to dealmaking under the current administration. Goldman Sachs and Qatalyst led the advisory tables, each earning over $400 million in fees.
The Information
Samsung’s 4nm Foundry Turnaround Wins $100 Million US Order
Wccftech reports that Samsung’s 4nm semiconductor process has achieved significant yield improvements, now in the 60-70% range, after years of challenges. This progress has helped Samsung secure a $100 million order from a U.S. firm for Omni Processing Units, signaling a potential return to profitability for the foundry business. Improved yields on older process nodes could help Samsung close the competitive gap with rivals like TSMC in the global chip race.
Wccftech
DRAM Shortages Push SSD Prices Higher as AI Demand Reshapes Memory Markets
According to Wccftech, rising DRAM prices—driven by suppliers like Micron shifting focus to lucrative AI contracts—are pushing up costs for SSDs and other memory products. This shortage is expected to persist into 2027, pressuring consumer storage prices while channeling profits toward enterprise and AI applications. The Lexar NM790 8TB PCIe NVMe Gen 4 SSD is cited as a relatively affordable high-capacity option amid the price surge.
Wccftech
Technology & Innovation: AI, Hardware, and Software
Google’s AI Chips Face Scaling Bottlenecks Despite Strong Performance
Wccftech analyzes the industry buzz around Google’s latest TPU (Tensor Processing Unit) "Ironwood" chips, which have garnered interest from major AI firms like Meta and Anthropic. While performance and total cost of ownership are strong, the report points to a critical bottleneck: limited external scaling due to infrastructure constraints, which could hamper broader adoption beyond Google’s own data centers.
Wccftech
Leadership Changes Loom for Apple’s Silicon Team
Tom's Hardware reports that Johny Srouji, Apple’s chief chip architect, is contemplating departure after leading the company’s processor development for iPhones, Macs, and Watches over the past decade. Srouji’s exit could have significant ramifications for Apple’s hardware roadmap and its competitive edge in custom silicon.
Tom's Hardware
Security Flaws Plague AI Development Tools
A six-month investigation by Tom’s Hardware has uncovered over thirty security vulnerabilities within AI-assisted development tools, collectively dubbed an "IDEsaster." These flaws enable data theft and, in some cases, remote code execution, raising concerns about the security of modern software development pipelines as reliance on AI coding tools increases.
Tom's Hardware
AWS CodeCommit Reinstated After Customer Backlash
InfoQ reports that AWS has reversed its earlier decision to limit development of CodeCommit, its managed Git service, returning it to general availability and committing to new features for 2026. This policy shift follows customer backlash and signals AWS’s continued commitment to its developer ecosystem amid intense competition in cloud-based version control services.
InfoQ
Geopolitics & International Affairs
Military Coup in Benin Adds to West Africa’s Instability
bostonglobe.com details an apparent military coup in Benin, where soldiers announced on state TV the dissolution of the government and the removal of President Patrice Talon. The coup, echoing recent takeovers in Guinea-Bissau and other West African nations, underlines growing regional instability and challenges for democratic norms.
bostonglobe.com
Renewed Focus on US-China-Russia Superpower Competition
An analysis by bostonglobe.com revisits the strategic diagnosis from the Trump administration’s 2017 national security strategy, which identified China and Russia as revisionist powers undermining U.S. interests. Eight years later, this assessment appears increasingly prescient: China has rapidly expanded its nuclear arsenal and military exercises while deepening its partnership with Russia, and both countries have ramped up cyber operations against U.S. infrastructure. The report underscores the persistence and intensification of great power rivalry.
bostonglobe.com
Platform Regulation & Digital Policy
X (Twitter) Shuts Down European Commission Ad Account After Regulatory Clash
The Information reports that X (formerly Twitter) has disabled the European Commission’s advertising account, just days after the EU imposed a €120 million fine for violating the Digital Services Act. The move highlights escalating tensions between major tech platforms and European regulators over compliance with new digital rules, and underscores the potential for regulatory enforcement to impact platform-business relationships.
The Information
Artificial Intelligence: Industry Perspectives
NVIDIA CEO Dismisses AI Doomsday Scenarios Amid AGI Race
Wccftech features NVIDIA CEO Jensen Huang’s public remarks downplaying fears of an AI-driven "doomsday," arguing that scenarios involving large language models turning into rogue intelligences are unrealistic. Huang acknowledges rapid advances in generative and edge AI, but insists that AI will augment rather than threaten human agency, even as LLMs become increasingly capable of handling complex tasks.
Wccftech
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