모바일 기술 뉴스: 18 9월 2025 - 12 10월 2025

November 23, 2025, 6:46 PM EST. Google has publicly denied that it uses Gmail emails to train its Gemini AI models, contrary to viral warnings circulating on social media. The claims, amplified by an X post alleging automatic opt-in to Gmail data for AI training, prompted reports about steps to opt out of Gmail's Smart Features. Google says there is no evidence Gmail content is accessed for training, and it relies on user consent and its stated policies. The company's clarification underscores ongoing debates about how personal data, email data in particular, is used in AI development and privacy protections.

November 23, 2025, 6:44 PM EST. Tech stock Samsara (IOT) is rolling out new compliance, navigation, and AI fleet solutions aimed at safer, more efficient commercial fleets. Early customer wins (e.g., safety gains at CLEAN Linen & Workwear) underscore momentum alongside a 32% YoY rise in ARR driven by large enterprise deployments. The stock has cooled YTD (-16.5%), despite a three-year total shareholder return of 268.7%. A fresh narrative points to a fair value around $48.20 (UNDERVALUED) versus a $36.72 close, though the market still commands a premium: a 14.8x P/S multiple vs. industry peers. Risks include longer sales cycles and rising competition from AI-driven platforms. For patient investors, today's pullback may reflect opportunity if growth accelerates and profitability improves.

November 23, 2025, 6:42 PM EST. Evercore raised its price target on Nvidia to $352, signaling ~95% upside from current levels. The firm cites accelerating Blackwell demand, noting checks show Blackwell revenue up nearly 50% q/q to over $13B, as supply of GB200 and GB300 parts improves. Nvidia is building inventory to meet larger orders, with inventory up about 32% q/q and supply commitments up roughly 63%. The firm also notes Nvidia has booked about $110B from its current compute pipeline, leaving roughly $390B potentially ahead in coming quarters. Revenue growth is expected to quicken from roughly 56% in mid-2025 to about 79% by mid-2026 as deployments accelerate. At about 25x forward earnings, Nvidia looks cheaper than its long-run multiple, suggesting the pullback may offer patient investors a buying window.

November 23, 2025, 6:40 PM EST. Black Friday focus on refurbished gadgets shines with several iPhones at renewed-premium deals. The iPhone 15 Pro and Pro Max bring LTPO displays, USB-C charging, satellite connectivity, UWB, and a 48MP main sensor. The iPhone 15 Pro Max adds a longer telephoto. The iPhone 15 Plus offers a 6.7" display with a punch hole and 60Hz LTPS. The iPhone 16e is a few months old with an A18 chip and a 48MP camera in a compact 6.1" form. The iPhone 14 Plus adds a 6.7" OLED with a notch and a 12MP main camera, plus the older Lightning port. The standard iPhone 14 and iPhone 13 remain available, both with notched screens; the iPhone 13 uses an A15 chip and runs iOS 26. There may be commissions from qualifying sales.

November 23, 2025, 6:38 PM EST. An employee in China won NVIDIA's GeForce RTX 5060 at a company-sponsored lottery while on a business trip. Technically, the GPU could be considered the employee's prize, but the company argues it is company property and demanded its return. Reports from MyDrivers claim the staff faced pressure from senior management and threats of possible termination if he did not comply. Rather than handing over the GPU, the employee reportedly chose to resign, triggering a local media debate about whether a lottery prize belongs to the winner or the company. The actual debate centers on whether an employee who wins the GPU in a company-led lottery owns it or if it becomes company property. While the legal question remains unsettled, many onlookers say the company's stance was overly harsh.