Energia Uutiset: 14 elokuu 2025

November 18, 2025, 9:02 PM EST. Klarna's CEO Sebastian Siemiatkowski warns that AI-driven layoffs across corporate America could threaten prime borrowers as the company gears up for its Sept. 10, 2025 IPO. He says the near-term consumer picture looks healthy, but the labor-market shift may hit office workers with solid credit who aren't typical subprime borrowers. While those with higher incomes are affected, the impact could ripple through lending risk as AI reshapes employment. Klarna reports a 26% revenue rise to $903 million and expanding US share, with rising active users yet a dip in average revenue per user. Siemiatkowski notes the need to monitor loan losses while highlighting growth of Fair Financing. The episode underscores the intersection of AI, credit risk, and fintech ahead of the IPO.

November 18, 2025, 9:00 PM EST. Apple details a manufacturing breakthrough: Apple Watch Ultra 3 and Series 11 cases are 3D-printed from 100% recycled aerospace-grade titanium powder, a feat once considered impossible at scale. The shift to additive manufacturing halves raw material use and saves more than 400 metric tons of titanium in 2025, driving toward Apple's 2030 carbon-neutral pledge. The approach preserves durability, elegance, and improved waterproofing for cellular antennas. Apple claims all Watch production already runs on renewable electricity. Beyond wearables, the company cites a 3D-printing-enabled USB-C port design for the iPhone Air, wrapped in a titanium enclosure that showcases the same recycled material. The release frames this as a broader step toward more sustainable manufacturing without compromising performance or aesthetics.

November 18, 2025, 8:54 PM EST. Microsoft announced strategic partnerships with Nvidia and Anthropic, as it accelerates its AI-stack independence from OpenAI. Under the deal, Microsoft will invest $5 billion in Anthropic, while Nvidia commits $10 billion. Anthropic has agreed to purchase $30 billion of Azure compute capacity and has secured optional capacity up to one gigawatt. The collaboration aims to optimize Anthropic's Claude models for performance and efficiency on Nvidia architectures. This follows Microsoft's existing funding of OpenAI and underscores a broader push into enterprise AI infrastructure. The agreement marks a significant expansion of enterprise AI partnerships and positions Anthropic as a major Azure customer and developer in the ecosystem.

November 18, 2025, 8:52 PM EST. Apple now accounts for about 25% of China's smartphone sales in October, rising 37% year-over-year thanks to robust demand for the iPhone 17 lineup, according to Counterpoint Research. The iPhone 17 models generated mid- to high-double-digit growth with the base model leading the charge; new variants represented more than 80% of Apple's unit volume. The update comes as China's overall market grew 8% year over year, aided by strong performances from Xiaomi (no.2), Oppo (Find X9 and Reno 14), and other domestic brands. Counterpoint notes potential upside from the pricing mix, while warning of competition from Huawei launching the Mate 80 on Nov. 25, though momentum for Apple remains healthy into Q4.

November 18, 2025, 8:50 PM EST. Global survey finds that more than 40% of EV drivers would avoid buying Tesla due to political considerations surrounding CEO Elon Musk and the brand. The study shows politics can influence consumer behavior in the automotive and technology sectors, potentially affecting market share for Tesla and other EV makers. While many buyers separate politics from product quality, a sizable segment says ideology could drive purchasing choices more than vehicle features. The findings have implications for brand strategy, policy, and competition in the evolving electric market. The report, credited to AFP, underscores how politics can intersect with tech business and consumer sentiment globally.