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AI strategy pivots, leadership shake-ups, OpenAI 'code red', Google Gemini's edge...
Mardi 2 décembre 2025 à 14:25
AI Strategy and Leadership in Flux
IBM's AI Strategy: Prudence Over Hype, Hybrid Focus, and a Bet on Quantum
The Verge provides a sweeping interview with IBM CEO Arvind Krishna, who distinguishes IBM’s enterprise-centric AI approach from the consumer-facing, AGI-chasing strategies of Silicon Valley rivals. Krishna recounts lessons from IBM's early Watson efforts, emphasizing the pivot from monolithic AI to modular, enterprise-ready models and a hybrid cloud approach. He remains skeptical of an imminent AGI breakthrough and questions the ROI of current trillion-dollar AI infrastructure bets. Instead, IBM is placing measured, long-term investments—most notably in quantum computing—while focusing on augmenting, not replacing, enterprise workers. Krishna argues that real AI productivity comes from empowering employees and that “cost-cutting” via AI-driven layoffs is a short-sighted, ultimately limiting strategy.
The Verge
Apple’s AI Strategy Shaken by Leadership Turnover and Siri Delays
A wave of coverage—including MacRumors, The Verge, and Engadget—details the retirement of Apple’s AI chief John Giannandrea following high-profile delays in launching a more advanced, generative-AI-powered Siri. Ex-Google and Microsoft AI executive Amar Subramanya is stepping in, tasked with leading Apple’s Foundation Models, ML research, and AI safety. The leadership upheaval follows internal reorganization, an exodus of AI talent, and rumors of an Apple–Google Gemini partnership to jumpstart Siri improvements in 2026. The shake-up signals Apple’s intent to accelerate its AI capabilities and regain competitive footing.
MacRumors
The Verge
Engadget
“Code Red” at OpenAI as Google Gemini Surges
The Verge and Computer World both report OpenAI CEO Sam Altman has declared a “code red,” instructing staff to prioritize improvements to ChatGPT after Google’s Gemini 3 leapfrogged competitors on major benchmarks. OpenAI is pausing ads and other initiatives to focus on core product speed, reliability, and personalization, as the AI race intensifies and Google wields its end-to-end AI stack (from TPUs to models to apps). Meanwhile, Gemini’s lead is attributed to Google’s unique vertical integration, custom training chips, and massive proprietary data sets. The “code red” moment underscores the volatility and rapid shifts now defining the AI platform wars.
The Verge
Computer World
Generative AI Advancements and Business Adoption
DeepSeek and Runway Push Frontiers in Multimodal and Video AI
MIT Technology Review and The Verge highlight DeepSeek’s new models, with DeepSeek-V3.2 aiming to match the reasoning capabilities of OpenAI’s next-generation models while operating efficiently even with limited access to advanced chips. At the same time, Runway has released Gen-4.5, a text-to-video model touting unprecedented physical accuracy and visual precision—though some limitations remain in object permanence and causal reasoning. These advances illustrate the relentless pace of innovation in both language and multimodal generative AI, with implications for creative industries and enterprise automation alike.
MIT Technology Review
The Verge
HSBC Partners with Mistral AI to Embed GenAI in Banking Operations
The Register reports that global banking giant HSBC has entered into a partnership with Mistral AI to deploy generative AI across its operations, aiming to improve process efficiency and save employee time. The move follows similar billion-dollar tech investments by other major banks, signaling a competitive push to realize tangible productivity gains from LLMs in regulated, high-stakes sectors.
The Register
AI Agents and the Evolving Digital Employee Experience
Computer World features Nexthink CEO Pedro Bados, whose vision is for AI agents to provide every employee with a “personal IT manager.” He describes how digital employee experience (DEX) tools, powered by LLMs, now enable employees to self-serve IT issues, automate routine tasks, and provide management with adoption insights. The DEX market is experiencing rapid growth as enterprises seek to optimize support costs and expand AI-driven automation beyond IT to HR and security functions.
Computer World
Models, Capabilities, and MLOps
Data Skills and Readiness Lag Behind AI Ambitions
A new IBM Institute for Business Value survey, reported by Zdnet, finds that 82% of chief data officers are hiring for roles—such as AI agent supervisors and generative AI data scientists—that barely existed a year ago. However, only 26% of CDOs are confident in their current data capabilities to support new AI-enabled revenue streams. Data readiness, rather than model sophistication, is now the primary bottleneck for enterprise AI deployments—a finding echoed by Salesforce and other industry leaders.
Zdnet
HPE Upgrades AI Cloud Stack with Nvidia Blackwell GPUs and New Lab
The Register details how HPE is enhancing its Private Cloud AI stack with the latest Nvidia Blackwell GPUs and Juniper integration, and is establishing a France-based AI Factory Lab for customers to test and accelerate enterprise AI workloads. The combination of specialized hardware and tailored infrastructure reflects the growing demand for robust, scalable MLOps environments to support advanced generative AI in production.
The Register
AI Impact on Productivity, Economy, and Jobs
The Productivity Paradox: Early AI Gains Concentrated, Broader Impact Unclear
A collaborative debate in MIT Technology Review and the Financial Times analyzes why generative AI’s productivity impact is so uneven. While coding assistants have transformed software development at firms like Meta, most enterprises see little return on early genAI investments—95% of projects yield zero ROI, according to an MIT study. The historical pattern is that transformative tech takes years (or decades) to deliver widespread productivity benefits, requiring major process redesigns and infrastructure upgrades. Economists remain divided: some see modest gains ahead, others caution that the “AI boom” may not match its hype, especially if AI is used mainly for cost-cutting rather than augmenting workers and inventing new tasks.
MIT Technology Review
Nvidia’s All-In on AI Meets Investor Skepticism Over Long-Term Stability
Tech Radar and CNBC report that Nvidia CEO Jensen Huang continues to urge full-scale AI automation, even as investors and industry insiders voice concerns about the sustainability of the current AI infrastructure buildout. Chip and memory shortages are already affecting both enterprise and consumer device prices, highlighting tensions between relentless AI investment and broader supply chain and economic realities.
Tech Radar
CNBC
User Experience and Societal Implications
AI Integration Sparks Debate on User-Centric Design, Reliability, and Trust
The Register and Tech Radar reflect user frustration with “agentic” OS ambitions and AI “bloat” in platforms like Windows 11, as basic usability and reliability issues are neglected. Veteran developers and users call for a pause on AI feature rollouts in favor of foundational improvements, warning that shareholder-driven AI strategy may backfire if user needs are sidelined.
The Register
Tech Radar
Universities Struggle to Adapt Assessments and Learning to AI Era
Nature argues that academia is unprepared for the rise of chatbots and generative AI in student work, but also posits that—with the right tools—AI could soon enable truly personalized learning and assessment. The challenge for university leaders is to radically rethink exams, integrity frameworks, and the role of human-AI collaboration in education.
Nature
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