Apple Hírek: 18 szeptember 2025

November 3, 2025, 8:32 AM EST. UBS upgrades Cisco to Buy from Neutral, lifting its 12-month target to $88 (from $74), signaling about 20% upside. The note pins a surge in AI infrastructure demand as a key tailwind, with hyperscalers like Meta driving stronger revenue growth into FY26 (~6% or ~$60B) that should exceed Cisco's 4-6% guide. UBS cites more than $2B in AI orders in FY25, mostly from hyperscalers; two thirds run Silicon One. Enterprise and Sovereign demand is ramping, with enterprise orders near $1B. A refreshed AI-enabled campus could push campus growth to ~7% in FY27. If Cisco keeps share, the campus unit could add at least 1 point to total revenue growth. The firm also notes strength in security (hypershield >20%), and data center capex growth supports further upside despite a AI investment cycle. Shares up ~24% YTD.

November 3, 2025, 8:30 AM EST. AI models are growing more powerful, but their training and inference push power demand higher, intensifying energy use and emissions. The piece outlines how data-center cooling, specialized hardware, and global supply chains magnify the carbon footprint of modern AI. Without cheaper, cleaner energy or more energy-efficient architectures, the cost of progress could rise as compute expenses outpace gains. It advocates for greener infrastructure, transparent energy accounting, and policy levers that reward renewables, efficiency, and responsible scaling. The takeaway: sustainable AI requires collaboration among industry, regulators, and researchers to align innovation with climate goals.

November 3, 2025, 8:28 AM EST. GM's plan to drop Apple CarPlay and Android Auto in new vehicles marks a pivot from phone mirroring to in-house software. GM argues it can create a better, faster experience, but drivers will lose universal access to familiar apps and interfaces. In GM's EVs, the company's software runs without Apple CarPlay/Android Auto and requires a GM data plan to access the full feature set (pricing notably starts at $10/month). The shift hints at a broader automotive trend: software and services becoming a recurring revenue stream, with possible subscriptions for hands-free driving, app access, and data. The trade-off between customization and convenience as cars increasingly resemble platforms. Missing apps like Apple Podcasts and Apple Music illustrate the costs of this approach.

November 3, 2025, 8:22 AM EST. New research shows that Starlink's mega-constellation could be vulnerable to solar storms. In May 2024, a geomagnetic storm caused drag on Starlink satellites, with those facing the sun losing up to about 0.5 km of altitude in their 550 km orbits. The effect spread to polar satellites and regions like the South Atlantic Anomaly, where weaker magnetic fields amplify atmospheric drag. Because satellites communicate via line-of-sight lasers to maintain the mesh, an altitude change in one craft can force neighbours to compensate, creating an undulating pattern and raising the risk of collisions or navigation challenges for other spacecraft. Public data from RIPE Atlas also shows spikes in packet loss during the storm, and the study highlights ongoing uncertainty about long-term vulnerabilities of the growing Starlink fleet.

November 3, 2025, 8:20 AM EST. Elon Musk clashed with Sam Altman after Altman canceled his Roadster reservation, sharing a thread of emails and a 24-hour refund timeline. The back-and-forth sits against OpenAI's origin story: founded by Musk and Altman in 2015 as a non-profit, later turning for-profit, prompting lawsuits and public sparring. Tesla's long-awaited Roadster remains in limbo, with hints of a late-year unveiling and the promise of crazy technology. In a Rogan interview, Musk teased a prototype that could fly, claiming it would outshine James Bond's gadgets. The thread and teaser underscore Musk's AI chip iterations and bold vision for Tesla tech, even as the company navigates competitive drama with OpenAI and industry rivals.