טכנולוגיה חדשות: 19 ספטמבר 2025 - 24 ספטמבר 2025

December 7, 2025, 10:30 PM EST. There's growing debate whether AI is a bubble about to pop. The piece notes that the Magnificent Seven-Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla-now account for roughly one-third of the S&P 500 and are heavily invested in AI. Despite trillions poured into the technology, a clear, sustainable path to profits remains elusive. If investor faith falters and funding slows, could the market's AI-driven rally collapse? Guardian editors Blake Montgomery and Nosheen Iqbal examine concentration risk, long-term profitability, and what a cooling of AI euphoria would mean for tech stocks and the broader economy.

December 7, 2025, 10:16 PM EST. Researchers at Korea University have developed an ultrathin protective film-less than 40 nanometers thick-composed of alternating layers of silver ions and trithiocyanuric acid that sits on a nickel-fiber plate to stabilize the lithium-metal electrode. The silver-ion process guides lithium placement at the interface, reducing dendrite growth without a complicated synthesis. In tests, cells with the film endured roughly 2,000 hours of cycling and retained 96% of capacity after 1,300 charge-discharge cycles. The approach operates at room temperature and ambient pressure. If scalable, this dendrite-deterrent layer could enable safer, longer-lasting, and more efficient EV batteries, boosting driving range and accelerating commercialization of next-generation metal batteries.

December 7, 2025, 10:14 PM EST. Nvidia has built an AI chip empire by shifting from gaming GPUs to AI accelerators, fueling rapid revenue growth and high margins. The latest results show leadership in the AI chip market, with revenue surpassing $130 billion and gross margins around 70%. Yet competition is intensifying: AMD, Broadcom, and even its own customers-Amazon and Alphabet-are developing in-house chips for cloud services. The question isn't whether disruption will come, but how much market share pressure investors should expect as AI demand broadens. And the answer, hinted at by Jensen Huang's 21 words, emphasizes timing, ecosystem, and ongoing innovation. Today, Nvidia's GPUs power both the training and inference of LLMs, enabling them to think and reason, while cloud rivals expand their own chip lines.

December 7, 2025, 9:44 PM EST. Amid rapid quantum progress, IBM is positioned to be the standout winner in 2026. After a turbulent decade, the company has pivoted toward cloud and AI while advancing its quantum roadmap, from early access in 2016 to the IBM Q System One and the recent Nighthawk 120-qubit processor. IBM's promise of quantum advantage by 2026 and a planned fault-tolerant quantum computer by 2029 highlights a multi-year strategy. Financially, IBM posted solid growth in the first nine months of 2025 with nearly $48 billion revenue and about $5.0 billion net income, supporting a stable foundation even as some competitors soar. Critics may note the P/E multiple and still-developing earnings from quantum, but IBM's profits and ongoing quantum investments keep it in the spotlight.

December 7, 2025, 9:42 PM EST. Two software plays, Palantir (PLTR) and Innodata (INOD), look to ride the generative AI boom alongside chipmakers. Palantir operates Gotham and Foundry, integrating data for government and commercial clients to spot trends. Innodata provides AI-data prep microservices that clean and annotate training data as firms scale AI projects. From 2020 to 2024, Palantir's revenue grew at a 27% CAGR to about $2.9B and it turned GAAP profitable in 2023, helping it join the S&P 500. Innodata delivered roughly 31% CAGR, rising from $58M to $170M as major tech firms rely on its prep tools. The piece weighs which could deliver bigger five-year revenue gains and which stock looks best today.