애플 뉴스: 11 9월 2025 - 27 9월 2025

October 27, 2025, 8:38 AM EDT. NetApp unveils exabyte-scale AI data infrastructure powered by NVIDIA, delivering disaggregated storage with the NetApp AFX system and the AI Data Engine (AIDE) add-on to ONTAP. The stack enables high-performance storage and smart data services under a single secure control plane for AI workflows-training, inference, and RAG-across on-prem and public clouds. Paired with NVIDIA's AI platform and DGX SuperPOD certification, AFX + AIDE offers fast data ingestion, preparation, change detection, and synchronized data across the enterprise, with guardrails to secure data throughout the AI lifecycle. The offering supports direct purchases or NetApp Keystone STaaS, expanding AI adoption across the MEA region and hybrid multicloud environments.

October 27, 2025, 8:26 AM EDT. The satellite boom in launches and LEO activity is not yet translating into corresponding gains for the satellite insurance market. Many new satellites are lower in value and are often uninsured or covered via captives, with owners buying only launch insurance. Although launches have surged fivefold since 2019, the number of insured satellites has not kept pace. The market is roughly $500 million in annual premiums, with about 20-25 insurers. Industry voices note widespread uninsured risk or minimal coverage; self-insurance via captives is common. For high-volume, low-value constellations, coverage frequently ends at launch and is largely non-recurring. Premiums rose after 2023 losses and appear to be stabilizing in 2025, though future projects like replacement space stations could create growth opportunities.

October 27, 2025, 8:24 AM EDT. Amazon cuts the Pixel Tablet to $279 (128GB) from $399, the second-best price this year. This 11-inch tablet ships today and remains a solid option for Google AI-powered streaming, video calls, and multitasking with Split Screen. It also doubles as a handy smart home controller for Nest devices, with Magic Editor for easy photo edits. While Prime Day dipped to $249, this deal still represents a 30% discount and is the lowest price Amazon has offered in weeks ahead of Black Friday. If you're invested in the Google ecosystem, this is a timely bargain for home, work, and entertainment with Google AI features.

October 27, 2025, 8:22 AM EDT. LIFE AI has been selected to join the first FastTrack AI Accelerator (Cohort 1), powered by GenAI Fund and NVIDIA Inception, to speed enterprise AI adoption in healthcare across ASEAN. The win gives LIFE AI access to GPU resources, NVIDIA technical support, PoC opportunities, and investment evaluation from GenAI Fund partners. Out of 300+ applicants, LIFE AI joins six startups to accelerate product development from 24 months to 6 weeks, and to scale its AI-enabled precision health platform serving 100,000+ paid users across seven countries. With collaborations with Stanford, Cornell, UCSF, and Kalbe Farma, LIFE AI's transition to an AI-first Model-as-a-Service model aims for real products, customers, and revenue over a 12-week program.

October 27, 2025, 8:06 AM EDT. Guggenheim upgrades Microsoft to a Buy from neutral, projecting a strong upside as the company monetizes AI through Office. Analyst John DiFucci sets a $586 target, noting Windows's resilient margins and the recurring nature of Azure's consumption model, which he likens to a subscription. He argues that Microsoft 365 could directly monetize AI by adding incremental revenue on top of its productivity monopoly, even as Copilot's optimistic benefits are debated. The note frames the balance between high valuation and durable earnings from margin-rich businesses, with Microsoft potentially cushioning headwinds from a shifting AI/cloud cycle while continuing upside from its AI-enabled software suite.