Mobile Technology News: 14 September 2025 - 4 October 2025

October 12, 2025, 7:31 AM EDT. Ben Horowitz and Raghu Raghuram discuss how AI is shifting computing from deterministic to probabilistic models, creating a new era of reasoning abundance and vast opportunities across enterprise and consumer markets. As Raghuram joins a16z AI infrastructure and growth teams, he and Horowitz frame a16z as dream builders focused on founders rather than acquisitions, even as the VC landscape changes under AI. The conversation touches crypto regulatory clarity, optimism around a Trump AI executive order, and hopes for rare earth mining and manufacturing for defense—all while navigating immigration debates. The pair reflect on how VC, policy, and technology intersect in a world where AI reshapes what computing can be and what investors should fund.

October 12, 2025, 7:29 AM EDT. KPMG US CEO says AI adoption is absolutely essential and centers on upskilling the workforce. The firm has licensed AI tools to every employee and is accelerating adoption through alliances. One year ago, about 20% of CEOs discussed AI investments; now it’s a matter of when, not if, for many companies. KPMG aims to empower staff to meet market demand by putting AI in the hands of every professional. Leadership emphasizes that adoption is not optional, with clear messaging and protocols to encourage use while continuing to build talent. The shift mirrors broader industry moves, including powers like agents and a push by peers such as Accenture toward AI-driven transformation.

October 12, 2025, 7:14 AM EDT. OpenAI and Nvidia unveiled a strategic partnership to fund AI data centers, with Nvidia investing about $100 billion into OpenAI, which will deploy Nvidia GPUs to build 10 gigawatts of capacity. The plan could dramatically scale AI compute, potentially boosting Nvidia's annual revenue by tens of billions through 2030, even as OpenAI remains non-profit and financing remains capital-intensive. Nvidia already tops the market cap list, and its $165 billion revenue in the last twelve months supports further upside. The collaboration could also add sustained GPU demand from other customers like Meta, Microsoft, and Amazon, while OpenAI's investment strengthens its data-center footprint. While exciting, investors should temper expectations about a $10 trillion stock outcome.

October 12, 2025, 7:13 AM EDT. In a head-to-head on AI-driven markets, the case for and against a bubble is laid bare. Proponents argue that traditional metrics miss modern growth, and that giants like Nvidia, Microsoft, and Amazon show improving margins and cash flow, justifying higher valuations. Critics flag the sky-high Shiller P/E and the concentration of risk in the Mag 7, warning a stumble by any one could yank the market down. The conversation also questions whether rapid AI deals are truly economically sustainable or a circular wave of capital. The takeaway: a nuanced view where valuation can reflect real profits and cash generation, but only if the AI boom proves durable and diverse—otherwise the risk of a sharper correction remains.

October 12, 2025, 6:57 AM EDT. The FCC plans to vote on rules that would let it revoke certifications for devices already approved if they're deemed security risks, and to block new product authorizations for companies on its Covered List. This broad framework could threaten DJI drones even if they aren't banned today, since the agency could revoke existing certifications or block components from restricted entities. The move extends two powers: (1) prohibit the import, marketing, or sale of already-authorized devices later found risky, and (2) close the component parts loophole so banned technology can't be hidden in other products. The push comes as DJI faces mounting scrutiny—including the Pentagon's Chinese Military Companies list and Interior restrictions. A tied NDAA deadline of December 23, 2025 requires a federal review to avoid red flags.