Réseaux Mobiles Nouvelles: 15 septembre 2025

November 2, 2025, 10:08 PM EST. Japanese banks are overhauling hiring to fuel a digital overhaul, prioritizing STEM, PhDs, and AI over traditional humanities. Institutions like Mizuho and MUFG are boosting compensation for advanced degree holders and installing science- and engineering-led leadership in the C-suite, signaling a shift from branch-heavy models to data-driven operations. The trend mirrors a broader FinTech and crypto pivot toward AI, regulated finance, and RWA tokenization, with the crypto sector focusing on convergence expertise and DePIN infrastructure. MUFG's Hironori Kamezawa and SMFG's board composition illustrate a push to internalize digital leadership. As companies like PayPay rely on foreign engineers, Japanese banks aim to secure competitive advantage by embedding AI analytics, advanced lending, and security in core functions. The result: talent strategy aligns with the digital economy's rapid evolution.

November 2, 2025, 10:06 PM EST. President Trump says Nvidia's Blackwell AI chip won't be shared with 'other people,' signaling ongoing export controls on the next-gen processor. The remarks amplify concerns among China hawks that such tech could boost China's military AI capabilities. Lawmakers argue selling Blackwell to China would be akin to arming a rival, while Trump floated a deal to send a less advanced version if it were cheaper. Nvidia CEO Jensen Huang has noted China licensing challenges, even as the company ships thousands of Blackwell chips to Korea. Analysts warn that export restrictions could slow US AI leadership and delay China's AI progress, with a potential 2026 inflection point in view.

November 2, 2025, 9:48 PM EST. AYANEO has begun teasing its first smartphone, promising a device that blends mobile power with the soul of a gaming handheld. A teaser video on YouTube calls it a mobile phone truly made for gamers, and a back-view glimpse hints at a dual-camera setup and possible shoulder buttons for horizontal play. So far, company reps have offered few specifics-no specs, launch date, or timeline. Earlier hints suggested a potential sliding design similar to the Xperia Play, but the latest teaser provides no sign of a slide. AYANEO says the phone is coming soon, and enthusiasts will be watching for more details about the device's hardware and release window.

November 2, 2025, 9:34 PM EST. Rising electricity costs are hitting homeowners as the AI boom drives more data centers to strain local grids. While weather and grid upgrades matter, pricing models often overlook the impact of AI facilities, leaving consumers facing higher bills-examples include a Kentucky resident whose bill rose from about $150 to $315, then $372. Nationwide, electricity costs have climbed since 2022, and projections show further increases faster than inflation. Some states, like Oregon, are pursuing policy changes to tax the grid strain on data centers. Industry observers warn that the energy appetite of modern AI-far more computational power than text queries-translates into higher rates for communities near centers. Analysts from CNN and Bloomberg note data centers could consume a growing share of U.S. electricity by 2028.

November 2, 2025, 9:16 PM EST. Markets closed October on a high note as AI demand powers tech gains. Nvidia's Jensen Huang described an AI virtuous cycle where usage grows, investment follows, boosting AI further and lifting usage again. Nvidia reached a $5 trillion valuation, underscoring the AI rally. Amazon jumped 9.6% on cloud growth and AI and infrastructure demand, lifting peers like Palantir and Oracle. The broader tech sector helped the Nasdaq outperform, with October delivering a rebound despite fears of a dip. Globally, Berkshire Hathaway posted a rebound in operating profit to a record cash pile; China signaled it will ease export restrictions on Nexperia chips. Looking ahead, investors await earnings from Advanced Micro Devices (AMD) and Palantir. The trend suggests a longer-running AI infrastructure push, as Big Tech caps spend more on the space.