産業革新

October 21, 2025, 2:16 PM EDT. Tesla is facing intensified pressure in Sweden as unions IF Metall and Seko widen their actions, disrupting services to Tesla sites. A blockade ordered by IF Metall will halt elevator maintenance by Cibes Kalea Sverige, affecting routine service visits. Separately, Seko has announced a telecom strike that could disrupt networks, fiber, and telephony relied on by Tesla's charging and digital services. With 12 strike notices issued in weeks, the conflict has broadened beyond manufacturing to telecom and building services, complicating operations while Tesla pursues potential FSD tests in a new Swedish city. Mediation has ended without resolution, signaling a protracted standoff.

October 21, 2025, 2:14 PM EDT. Nvidia and TSMC marked a milestone with the first US-made Blackwell wafer produced at Arizona's Fab 21, underscoring onshore ambitions for advanced semiconductors amid policy pressure. Jensen Huang joined TSMC executives to celebrate a chip now manufactured in the United States by the most advanced fab. The Arizona campus aims to scale toward smaller nodes, including 2nm, and is envisioned as a gigafab cluster. The piece notes competition and collaboration with Intel's new 18A node and its Panther Lake CPUs, highlighting how domestic capacity for AI accelerators is shaping investment and trade dynamics around Nvidia and the broader ecosystem.

October 21, 2025, 2:12 PM EDT. Meta is boosting its AI talent push with Tim Brooks-co-leader of OpenAI's Sora team before a 2024 move to Google DeepMind-now at Meta's Superintelligence Labs. The hire underscores Meta's push on world models, a concept many see as a key step toward AGI. Brooks has deep roots at OpenAI and Google DeepMind, reflecting how rival firms compete for top researchers. OpenAI's Sora 2, which can produce realistic videos from text, has intensified debate about whether high-fidelity simulations enable faster AI learning. Google and DeepMind have publicly linked world models to AGI, a view Meta appears eager to advance by acquiring Brooks.

October 21, 2025, 2:06 PM EDT. NVIDIA's earnings strength keeps it at the AI frontier, with revenue and net income expected to rise as demand for GPUs and AI chips remains robust. The company, part of the Magnificent Seven, has seen its stock rally-year-to-date gains near 31% and a record $4 trillion market cap in July. NVIDIA announced plans to invest up to $100 billion in OpenAI, prompting upgrades from Evercore to $225 and Barclays to $240, among others. Q2 results beat expectations: EPS $1.05 on revenue of $46.74B. Analysts remain bullish, with multiple firms raising price targets and predicting continued upside into 2025-2030. NVIDIA's leadership in semiconductors and AI tooling positions it to capitalize on a megatrend with potential 10x gains.

October 21, 2025, 2:02 PM EDT. WhatsApp is testing new features in its Android and iOS betas, including username reservation, reaction stickers for status updates, a redesigned iPad sidebar, and limits on new chats to curb spam. In the iOS 25.29.10.72 beta, the iPad app gains a Mac-like sidebar that reorganizes chats, calls, and settings for larger screens. The username reservation lets users claim handles (3-30 chars, lowercase, digits, underscores, periods) to connect without sharing numbers, with an optional PIN to block unwanted messages. Android beta 2.25.30.2 adds reaction stickers for status, while Android beta 2.25.31.5 introduces a monthly cap on initiating chats with non-repliers. Rollouts appear close to general availability.