環境 ニュース: 12 8月 2025 - 4 9月 2025

November 23, 2025, 1:16 AM EST. Quantum stocks have been hammered during this tech pullback, with speculative names giving back big gains after a blistering rally. While the AI trade has cooled, there may still be entry points for risk-tolerant investors. Nvidia's blowout helped spark the moment, and its NVQLink could offer exposure to quantum gains without the deepest plunge. For pure-play quantum names, D-Wave QBTS could test support around $18-20, but a break below could signal further downside. For those seeking less volatility, IBM offers a more mature path with a clear quantum roadmap and recent launches like Quantum Nighthawk and Quantum Loom, appealing to investors seeking a quantum advantage with steadier exposure. Overall, expect 50%+ drawdowns in this space; size risk accordingly.

November 23, 2025, 1:14 AM EST. Gmail's latest update brings AI-powered tools to the inbox, but users are being warned to opt out of data collection that could train AI models. A viral post on X claimed users are automatically opted in to allow Gmail to access private messages and attachments for training, with a two-step opt-out in Settings. Google has not publicly commented, but reports note that features like Smart Compose, Smart Reply, enhanced search, and stronger spam detection rely on analyzing inbox content and metadata. Users can decline the update, though doing so may reduce functionality. The controversy highlights the ongoing privacy debate as tech firms balance convenience against data usage for AI training.

November 23, 2025, 1:12 AM EST. Microsoft is rolling out the Xbox Full Screen Experience (FSE) to Windows-based handhelds starting November 21, delivering a console like UI on Windows 11 devices. The FSE runs without the full Windows desktop, saving about 2GB of memory by skipping the Explorer shell. On launch, devices boot into the Xbox PC app, surfacing games from the Microsoft Store, Battle.net, Steam, and other storefronts, with a Game Bar and a handheld friendly task view for quick switching. To enable, go to Settings > Gaming > Full screen experience and choose Xbox as your home app. Microsoft is expanding FSE to more Windows 11 PC form factors through the Xbox and Windows Insider programs after a preview on MSI Claw devices. A tighter, more console like experience for portable Windows gaming.

November 23, 2025, 1:10 AM EST. Google is rolling out Gmail upgrades powered by Gemini AI, promising faster emails and smarter inbox management. The rollout has triggered a privacy backlash as users discover automatic opt-ins that allow Gmail to access private messages and attachments to train AI models. Some reports claim default-on settings persist even when users expect opt-in controls, raising concerns about data harvesting and the broader AI race. Google asserts that basic privacy commitments stay intact, but the fine print matters, especially for those outside regions where smart features ship with defaults off. The update underscores the difficulty of navigating privacy policies, opt-ins, and inertia across tools from Google and competitors. Users should review the two required settings to decide whether to enable or disable AI-assisted features.

November 23, 2025, 1:08 AM EST. Nvidia just posted record results that reinforce that the AI revolution is alive and well. For its fiscal Q3, Nvidia reported $57 billion in revenue, up 62% YoY, with EPS of $1.30 and a 73.4% gross margin. The data-center segment led the way, driven by AI-focused GPUs and Blackwell chips, with sales off the charts and GPUs sold out. Management guided to about $65 billion in Q4 revenue and a gross margin near 74.8%, signaling further acceleration. Palantir Technologies remains a beneficiary of the AI wave, leveraging its Artificial Intelligence Platform (AIP) to enable real-time data-driven decisions for government and enterprise. The takeaway: demand for AI hardware and data-center software is robust, Nvidia's momentum continues, and Palantir's growth story hinges on the AI infrastructure buildout.