모바일 기술을 뒤흔든 이틀: 아이폰 17, 트라이폴드 폰 등 신제품 공개
애플 “Awe Dropping” 이벤트: 아이폰 17, 아이폰 에어 & 워치 시리즈 11 애플은 2025년 9월 9일 대형 가을 이벤트로 헤드라인을 장식하며 새로운 기기 라인업을 선보였습니다. iPhone 17 Pro와 17 Pro Max는 눈에 띄는 디자인 개편과 초고속 A19 Pro 칩과 함께 데뷔했습니다 apple.com apple.com. 애플은 A19 Pro가
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Nvidia shares rise as U.S. approves UAE sale of Nvidia chips via Microsoft licenses November 3, 2025, 8:34 AM EST. Microsoft has secured export licenses from the US Commerce Department to ship Nvidia chips to the United Arab Emirates, marking a first under the Trump administration and enabling the sale of the equivalent of 60,400 A100 chips built around Nvidia's GB300 GPUs. The move could accelerate the UAE's AI ambitions by granting access to advanced models from OpenAI, Anthropic, open-source projects, and Microsoft itself. Nvidia shares rose about 1.97% in premarket trading. Microsoft said it will boost UAE investment to a total of $15.2 billion this decade, including a $1.5 billion equity stake in G42 and over $5.5 billion in capex for AI/cloud infrastructure. CEO Brad Smith emphasized trust, technology and talent as keys to the region's AI-driven future.
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UBS upgrades Cisco on AI infrastructure demand, raises price target to $88 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.
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The Unsustainable Strain Of AI's Insatiable Power Needs 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.
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Dude, Where's My CarPlay? GM Drops CarPlay and Android Auto in New Cars 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.
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Solar Storms Threaten SpaceX's Starlink Constellation, Study Shows 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.