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Google overtakes in AI, Samsung TriFold launch, Nvidia-Synopsys, OpenAI upheaval...
Mardi 2 décembre 2025 à 07:02
AI Leadership, Competition & Corporate Shakeups
Google reclaims AI leadership with Gemini 3 and custom hardware
Computer World reports that with the release of Gemini 3, Google has taken a clear lead over OpenAI and Microsoft in the AI race, thanks to superior performance metrics and widespread user praise. The article emphasizes Google's unique advantage: a vertically integrated stack, including its own TPU chips, cloud services, and unmatched proprietary datasets (from search, YouTube, and more). This positions Google to weather market volatility better than pure-play AI firms. However, the company remains heavily dependent on ad revenue, raising questions about how AI-driven changes to internet consumption could affect its core business. OpenAI chief Sam Altman has reportedly acknowledged the threat in internal memos, calling for his team to "catch up fast" as the AI competition intensifies.
Computer World
The Information
OpenAI's 'Code Red' response delays ad plans
The Information reveals that OpenAI CEO Sam Altman has declared a “code red” internally, aiming to accelerate improvements to ChatGPT in the face of mounting competition from Google and others. As a direct result, the company is shelving other initiatives, notably its advertising rollout, to focus resources on defending its AI market position. This development underscores the pressure on OpenAI as the field consolidates around a handful of leading players.
The Information
Apple’s AI chief out, Google and Microsoft veteran steps in
As reported by The Verge, Apple's AI leadership is undergoing a major shakeup: John Giannandrea is stepping down after setbacks in revamping Siri, to be replaced by Amar Subramanya, who brings experience from both Google Gemini and Microsoft. Apple aims to accelerate the integration of advanced AI into its products, with Subramanya overseeing AI model development and safety. The company is also expected to leverage a custom version of Google’s Gemini model for a more personalized Siri, anticipated next year.
The Verge
TechCrunch
OpenAI’s circular deal with Thrive Holdings highlights new AI business models
The Verge explains that OpenAI has taken an ownership stake in Thrive Holdings—whose parent, Thrive Capital, is a key OpenAI investor. In exchange for access to data from Thrive portfolio companies and staff integration, OpenAI may receive future payouts, reflecting a trend of increasingly intertwined and circular partnerships in the AI sector. The deal focuses on deploying OpenAI’s platform to transform IT and accounting services, and signals OpenAI’s broader ambitions to serve as a research arm for private equity-backed industries.
The Verge
Hardware Innovation & Semiconductor Industry
Samsung officially unveils the Galaxy Z TriFold, pushing foldable tech further
The Verge and Zdnet unveil the Samsung Galaxy Z TriFold, a highly anticipated triple-hinged foldable phone launching first in Korea, with a US debut in 2026. The device features a 10-inch fold-out display, high-end specs, and a novel inward-folding design, distinguishing it from rivals like Huawei’s Mate XT. Reviewers note the engineering achievement—three distinct panel thicknesses, flagship camera systems, and robust builds—while raising questions about stylus compatibility and expected high pricing. This marks Samsung’s most ambitious foldable yet and could reshape the premium phone market.
The Verge
Zdnet
XDA Developers
Samsung announces ferroelectric NAND breakthrough for massive power savings
TechSpot details a major innovation from Samsung: a new ferroelectric NAND memory architecture claimed to cut power consumption by up to 96%. This breakthrough comes as AI-driven data center demand skyrockets, offering potential relief for energy-hungry infrastructures. If adopted, the technology could benefit both large data centers and battery-powered mobile devices, reflecting Samsung’s ongoing push to lead in memory innovation.
TechSpot
Nvidia invests $2 billion in Synopsys to deepen GPU integration in chip design
The Information and The Register report that Nvidia has acquired a $2 billion stake in Synopsys, a major semiconductor design software provider and Nvidia customer. The move is part of Nvidia's broader strategy to make GPUs essential for chip simulation and design, promising up to 30x speed boosts over CPU-based workflows. This further cements Nvidia’s influence in both the AI and chip design ecosystems.
The Information
The Register
Marvell in advanced talks for multibillion acquisition of Celestial AI
According to The Information, Marvell Technology is negotiating a deal to acquire Celestial AI, a Santa Clara-based startup specializing in optical interconnects for AI chips, for more than $5 billion (including performance-based earnouts). Celestial AI has not yet generated revenue, but the move signals Marvell’s intent to compete aggressively in the AI hardware market by securing next-generation chip technology.
The Information
AI Risks, Governance & Labor Impacts
MIT study: AI could replace nearly 12% of US workforce—including non-tech jobs
Zdnet highlights new research from MIT (“Project Iceberg”), which finds that current AI systems are already capable of replacing up to 11.7% of the US workforce, or $1.2 trillion in labor value. The study’s large-scale simulation shows that automation risks extend well beyond software engineers, encompassing a wide array of roles and skills. The findings suggest policymakers and businesses need to prepare for an AI-driven labor market shift that is broader and deeper than previously expected.
Zdnet
Hidden dangers of deploying AI agents in the enterprise
Zdnet examines recent disasters involving AI agents in business settings, such as the July incident where an AI-powered coding tool erased an entire company’s codebase. The article stresses the importance of robust AI governance and the challenges organizations face in moving agentic AI from prototype to safe production, warning that “zero-day deliberation” and internal resistance are major hurdles for widespread adoption.
Zdnet
Science & Technology Frontiers
New clues about the moon’s origin: a planetary neighbor to early Earth
Live Science reports on a study analyzing Apollo moon samples and terrestrial rocks, which supports the theory that Earth's moon was created by a colossal collision with a Mars-sized planet, likely a neighboring inner solar system world called Theia. This research refines our understanding of the moon’s origin and highlights the dynamic, violent processes that shaped the early solar system.
Live Science
Interstellar comet 3I/ATLAS shows signs of erupting ‘ice volcanoes’
According to Live Science, astronomers observing the interstellar comet 3I/ATLAS have detected evidence of cryovolcanoes—eruptions of water ice and other volatiles—on its surface. If confirmed, this finding would reveal surprising similarities between the composition of local trans-Neptunian objects and interstellar visitors, offering new perspectives on planetary formation beyond our solar system.
Live Science
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