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AI cloud race, chip geopolitics, cybersecurity automation, nanotech batteries...
Lundi 1 décembre 2025 à 10:50
AI, Cloud, and Computing Innovations
AWS and Google Launch Seamless Cloud Interconnect
Amazon Web Services and Google Cloud have jointly launched a new service enabling customers to instantly establish high-speed connectivity between their respective cloud platforms. According to The Information, this collaboration is expected to streamline hybrid cloud operations for enterprises managing infrastructure across both providers, signaling a significant shift toward interoperability in the cloud ecosystem.
The Information
AWS Marketplace Sees Explosive AI Agent Growth
AWS Marketplace has experienced a surge in AI agent adoption, far exceeding initial targets. As reported by Zdnet, the number of available AI agents has ballooned from 50 at launch to over 2,100 ahead of this year's re:Invent conference. This rapid growth highlights the accelerating demand for plug-and-play AI tools and the marketplace's role in globalizing access to advanced AI capabilities.
Zdnet
Databricks Surges to $134B Valuation Amid AI Boom
Databricks has raised its sales forecast and secured a fresh $5 billion funding round, pushing its valuation to $134 billion—32 times its projected 2025 revenue. The Information notes that CEO Ali Ghodsi remains vocal about the risks of an AI bubble, even as Databricks’ sales outpace forecasts and development costs squeeze profit margins. This underscores both the optimism and risks fueling today’s AI investment landscape.
The Information
Semiconductors and Chip Geopolitics
China’s Moore Threads IPO Heavily Oversubscribed
Chinese GPU designer Moore Threads—currently blacklisted by the U.S.—drew overwhelming interest in its Shanghai IPO, with retail demand exceeding supply over 4,000-fold, reports The Information. This extraordinary investor enthusiasm, despite U.S. sanctions, reflects strong domestic confidence in China’s homegrown chip sector and the ongoing push for technological self-reliance.
The Information
China’s AI Chip Glut: Why Nvidia Sales Are Stalling
Three years after U.S. export controls, China has amassed more AI chips than it needs, according to The Information. Local chipmakers have caught up, and tech firms have stockpiled Nvidia hardware through both legal and illicit channels. Analysts now estimate that China’s AI chip supply will exceed demand for at least five years, potentially reshaping global chip market dynamics.
The Information
Alibaba and ByteDance Shift AI Training Offshore
Facing U.S. chip bans, China’s Alibaba and ByteDance are rerouting large language model training to data centers in Singapore and Malaysia. TechSpot cites sources indicating a steady trend toward offshore computing to bypass U.S. restrictions, reflecting both the resilience and adaptability of Chinese AI giants amid ongoing tech decoupling.
TechSpot
Apple Eyes Intel to Manufacture Entry-Level M-Series Chips
According to The Information and Tom’s Hardware, Apple is planning to use Intel’s advanced 18A process for its lowest-end M-series processors starting in 2027. While Apple will not revert to Intel’s own chip designs, leveraging Intel’s U.S.-based foundries offers both supply chain flexibility and strategic advantages amid ongoing geopolitical tensions.
The Information
Tom's Hardware
Security and Privacy
Automation Revolutionizes Enterprise Cybersecurity
Computer World reports that the growing complexity of digital infrastructure and the rise of AI-driven threats are pushing enterprises to adopt automated vulnerability management and penetration testing. Automation not only reduces costs and human error but also accelerates detection and response, allowing companies to safeguard rapidly expanding attack surfaces without increasing headcount. This shift is seen as essential to countering threats such as ransomware and zero-day exploits.
Computer World
Deepfake Threats Now Top Concern for IT Leaders
A new report from Silicon Republic reveals that detecting deepfake attacks has become a top priority for IT leaders going into 2026. Organizations are increasingly aware of the risks posed by advanced synthetic media and are seeking new technologies and training to identify and mitigate these threats, highlighting the evolving nature of cybersecurity challenges.
Silicon Republic
Tor Network Upgrades Encryption for Greater Privacy
Tech Radar reports that the Tor Project has replaced its aging "tor1" relay encryption with a modern CGO algorithm. This upgrade strengthens privacy, blocks tagging attacks, and brings authentication in line with current security standards, ensuring the Tor network remains a robust tool for anonymized internet browsing and whistleblowing activities.
Tech Radar
Hardware and Emerging Tech
Nanotech Generator Could Replace Batteries in Micro Devices
Researchers have unveiled a new nanotechnology-based generator using silicon and water, as detailed by TechSpot. This triboelectric device converts mechanical pressure and fluid motion into electricity, offering a potentially viable alternative to chemical batteries in tiny devices—a breakthrough with implications for IoT, medical sensors, and beyond.
TechSpot
Science and Space
Varda Demonstrates Success in Space Manufacturing
TechCrunch highlights Varda Space Industries, which has proven the viability of manufacturing in orbit. CEO Will Bruey emphasizes that the company’s focus is not on the “space industry” per se, but on using space as a platform for industrial production. This demonstrates a shift toward viewing space as a practical extension of the global supply chain.
TechCrunch
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