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Robotics Surge, AI Infrastructure Shifts, and Space Breakthroughs...
Mercredi 17 décembre 2025 à 10:50
Tech Frontiers
UMA’s European Robotics Bet
Paris‑based UMA (Universal Mechanical Assistant) has emerged from stealth, leveraging founders’ experience at Tesla, Hugging Face and DeepMind to target industrial humanoid and mobile robots. Backed by Greycroft, Relentless and AI luminaries such as Yann LeCun, the startup plans pilot programmes by 2026 and aims to capture a slice of the projected $243 billion robotics market. The launch is chronicled by FrenchTechJournal and expanded in a follow‑up feature highlighting the founders’ patents and vision.
FrenchTechJournal
FrenchTechJournal
LightOn Scales Back FY 2025 ARR Amid GPU Shortage
European AI chipmaker LightOn trimmed its 2025 ARR target to €2 million, blaming a global high‑end GPU shortage that throttles deployment of sovereign AI solutions. The firm is experimenting with alternative GPUs and a partnership with French provider Oreus to keep data‑sovereign workloads alive, but profitability is now pushed to late‑2026. FrenchTechJournal reports the financial adjustment, underscoring the broader supply‑chain strain on AI startups.
FrenchTechJournal
Airbus Wins €50 M French Defence AI Framework Contract
Airbus Defence and Space secured a framework deal worth up to €50 million to embed machine‑intelligence into French military weapons, networks and cyber‑defence systems, starting with maritime surveillance. The contract reflects Paris’s push for AI sovereignty in defence, a move echoed by Reuters’ coverage of the strategic partnership.
FrenchTechJournal
Palantir Extends DGSI Algorithmic Partnership
Palantir renewed a three‑year contract with France’s domestic intelligence agency DGSI, cementing a decade‑long reliance on its data‑fusion and AI platforms for counter‑terrorism and large‑scale security operations. Investing.com notes the extension as a rare example of a U.S. firm embedded in European sovereign security workflows.
FrenchTechJournal
Oracle’s AI‑Driven Market Slide Triggers Sector‑Wide Sell‑Off
After reporting quarterly revenues below expectations, Oracle saw its stock tumble over 7 %, dragging down AI‑infrastructure peers Broadcom and CoreWeave. CNBC links the decline to the high‑cost reality of powering the AI boom, while Les Échos adds that the market is now demanding clearer paths to profitability.
FrenchTechJournal
Goodram Unveils 123 TB Immersion‑Cooled SSD
Polish memory maker Goodram announced a 123 TB QLC enterprise SSD designed for immersion‑cooled servers, positioning the drive as a solution for ultra‑dense data centres. Tom’s Hardware details the drive’s compatibility with multiple coolants and its potential to reshape storage density benchmarks.
Tom's Hardware
Samsung Forecasts $73 B Operating Profit on DRAM/NAND Price Surge
Rising DRAM and NAND prices are projected to lift Samsung’s 2026 operating profit to $73 billion, according to a market‑research firm. Wccftech highlights how the price environment benefits memory giants while squeezing downstream consumers.
Wccftech
Nvidia Rumored to Slash RTX 50 Production Amid Memory Scarcity
Industry chatter on the Chinese Board Channel forums suggests Nvidia will significantly reduce output of its upcoming RTX 50 GPUs as long‑term memory shortages threaten supply‑chain stability. Wccftech reports the rumor, noting potential price‑pressure relief for the broader GPU market.
Wccftech
TSMC’s 2 nm Capacity Fully Booked Through 2026
TSMC confirmed that its 2 nm gate‑all‑around (GAA) node is booked until the end of 2026, with flagship customers like Apple eyeing the technology for next‑generation SoCs. Wccftech outlines the architectural shift from FinFET and the performance‑efficiency gains driving demand.
Wccftech
Netflix Migrates to Amazon Aurora, Cutting Costs and Boosting Speed
Netflix consolidated its relational workloads onto Amazon Aurora, slashing operational costs by 28 % and delivering up to a 75 % performance uplift for critical services. InfoQ frames the migration as part of a broader industry trend toward managed cloud databases, while noting alternative contenders such as Timescale.
InfoQ
Scientific Horizons
JWST May Have Captured the Earliest Known Supernova
Astronomers using the James Webb Space Telescope identified a gamma‑ray burst (GRB 250314A) that likely originated from a supernova only 730 million years after the Big Bang, setting a new distance record. Live Science emphasizes the discovery’s potential to illuminate the formation of the first massive stars.
Live Science
Daytime Heart Attacks Prove More Damaging Than Nighttime Events
A mouse study published in Journal of Experimental Medicine links heightened neutrophil activity during daytime to greater inflammatory damage in heart attacks, a finding corroborated by clinical data from over 2,000 patients. Live Science suggests that circadian‑regulated immune responses could inform future treatment timing.
Live Science
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