Elektronika Zprávy: 31 Srpen 2025

December 7, 2025, 1:58 AM EST. Two-thirds of workers in the creative industries say AI has undermined their job security, and about half of novelists fear replacement. The BBC report tracks artists, videographers, musicians and copywriters as generative AI evolves. Aisha Belarbi, a Norwich-based furry artist, now worries about telling AI-generated art from human work and has diversified into writing books about drawing to protect her livelihood. JP Allard of MirrorMe says AI allows him to create digital twins and adverts in 175 languages, though some staff resist and the pace of change is rapid-the velocity of AI adoption outstrips retraining. The piece highlights the need for retraining and policy attention as tech reshapes creative careers.

December 7, 2025, 1:46 AM EST. Both Nvidia and AMD stand to gain from the ongoing AI infrastructure boom into 2026. Nvidia remains the clear leader in the GPU space, commanding a dominant data-center share and a broad moat through CUDA software, NVLink interconnects, and end-to-end AI infrastructure with its "AI factories." Its data-center networking stack and higher revenue growth support a cheaper forward P/E relative to AMD (about 24x vs. 34x). However, AMD is narrowing the gap by expanding in the inference market, where CUDA's moat is less entrenched, and could capture more data-center share if it scales. The outcome hinges on how quickly AMD closes the gap in training while expanding its inference footprint. Investors face two compelling bets: Nivida on leadership and AMD on potential market share gains in AI inference.

December 7, 2025, 1:42 AM EST. Gen Z is turning to retro tech to unplug from the online world. Retailers reported surges in Black Friday sales of portable vinyl turntables, Tamagotchis, and disposable cameras, with radios and instant cameras also seeing spikes. Proponents argue that ownership and tangible, authentic experiences beat endless streaming. For many, vinyl offers a warmer, more real sound and visible artwork; for others, DVDs provide affordable, enduring access when subscriptions lapse. Traditional cameras attract those who value slower, deliberate creativity. Whether this trend lasts remains unclear, but the appeal lies in hands-on physical media and a break from constant scrolling.

December 7, 2025, 1:12 AM EST. SpaceX is weighing an insider share sale that could value Elon Musk's rocket-and-satellite company at up to $800 billion, reclaiming the title of the world's most valuable private firm. The board discussed the plan at Starbase in Texas, with timing and pricing contingent on investor interest. An IPO could follow as early as late next year, potentially lifting SpaceX into the ranks of the world's largest public companies. The price reportedly targets more than $400 per share, up from July's $212, implying a multi-hundred-billion-dollar capitalization. The move comes as SpaceX boosts its Starlink satellite internet network and expands its launch cadence with Falcon 9. Elon Musk publicly downplayed fundraising tied to the valuation while signaling liquidity options via stock buybacks.

December 7, 2025, 1:10 AM EST. Quantum stocks have surged, but pure-play names like Rigetti Computing remain high-risk due to tiny revenues and rich valuations. The article instead argues for a safer quantum exposure in IBM, a diversified tech leader with a broader AI and cloud footprint. IBM has unveiled the Nighthawk quantum system (120 qubits, 218 tunable couplers), and its leadership foresees scale-ready quantum computers by 2029. Beyond quantum, IBM invests heavily in Watsonx and other software, services, and hardware offerings, supporting a robust revenue base. This mix reduces risk while still pursuing quantum advantages. The takeaway: favor a multi-dimensional approach to quantum bets-not a single speculative stock like Rigetti.