業界ニュース

November 3, 2025, 1:38 PM EST. OpenAI has signed a seven-year, $38 billion deal with Amazon to run AI workloads on AWS, giving OpenAI access to thousands of Nvidia GPUs to train and deploy models. Announced amid recent Amazon layoffs, the agreement strengthens AWS as a key AI compute partner while OpenAI pivots away from its nonprofit roots. OpenAI will begin using AWS immediately, with capacity online by 2026 and potential expansion beyond. Amazon plans to deploy hundreds of thousands of chips, including Nvidia GB200/GB300 accelerators, in data clusters powering ChatGPT and future AI models. The deal highlights rising demand for AI compute, the cloud race among platforms, and the evolving economics of enterprise AI.

November 3, 2025, 1:30 PM EST. An FCC 3-0 vote gives the agency power to ban products with specific communications components from government-listed companies, tightening pressure on DJI. The move hinges on a mandated security audit of drones within one year under the NDAA 2025 (section 1709) to assess national-security risk. DJI has urged the audit, but concerns about a rushed process and credibility persist. With ongoing import blocks and a fragile regulatory timeline amid a government shutdown, DJI-branded or disguised drones could face a ban entering the United States by year's end if the audit isn't completed or fails.

November 3, 2025, 1:28 PM EST. Phones are becoming indistinguishable, so the next wave may be gaming-centric devices. Redmagic 11 Pro highlights include liquid cooling with a micropump and an in-phone fan, a new R4 thermal management chip, and Qualcomm Snapdragon 8 Elite Gen 5; tested stability in extreme temperatures and promised sustained performance. It features a 144Hz display and US availability with base $750 (or $850 for transparent back). Other gaming phones, like Asus ROG Phone 9 with external fans and extra shoulder buttons, show the style-first approach persists even as cooling tech matures. Ayaneo teased its first smartphone under a retro remake label, signaling a broader push of boutique handheld design into mobile. Overall, liquid cooling and enhanced thermals could redefine long sessions and portable gaming performance.

November 3, 2025, 1:26 PM EST. On earnings calls, Amazon, Google, Microsoft, and Meta signaled massive AI-related capital expenditure, pushing expected 2025-26 spending toward and beyond $400 billion among the four. Yet returns remain opaque: OpenAI's revenue growth is paired with heavy burn as it scales. Analysts describe a push-pull between eager investors seeking a tangible ROI and startups racing to deploy vast compute, data centers, and chips. The result is a tense mix of hype and risk: a potential AI bubble where product prowess isn't enough without relentless scale and cost control. OpenAI's looming IPO chatter underscores the challenge: can profitability emerge fast enough to justify the scale and the trillions of watts of compute fueling the race?

November 3, 2025, 1:24 PM EST. Tesla is facing one of its sharpest sales declines this year across Europe, as demand falters despite broader EV market growth. In Sweden, the company registered only 133 new vehicles in October, a drop of about 89% from a year earlier, reflecting a regional slowdown. The weakness comes as pricing pressures, competition from European and Chinese rivals, and shifting consumer incentives weigh on volume outside Tesla's core markets. The data suggests a broader trend of slower uptake in several European countries, even as the overall EV market expands. Tesla's management may need to recalibrate pricing, dealer networks, and export mix to stabilize volumes and protect margins amid a tougher European backdrop.