Mobiel Internet Nieuws: 6 september 2025 - 23 september 2025

October 24, 2025, 9:26 AM EDT. New research shows that video diffusion for AI-generated clips consumes far more energy than other AI tasks. Sasha Luccioni and colleagues measured open-source models on Hugging Face and found that video generation is about 30x costlier than image generation and roughly 2,000x more than text generation. A single AI video (~90 Wh) dwarfs the ~2.9 Wh for images and ~0.047 Wh for text. The study used an Nvidia H100 GPU and notes that producing pixel-based, multi-frame content drives higher compute power. The finding comes as AI datacenters grow near communities, possibly nudging electricity bills. In context, typical household devices-LED bulbs (8-10 W), TVs (50-200 W), OLED displays-highlight the scale of energy involved in modern AI video tools (e.g., Sora).

October 24, 2025, 9:24 AM EDT. Smartphone brands face a new wave of cost inflation as the industry's shift to TSMC's 2nm process drives up chip prices. Apple's A19 uses the 3nm N3P, likely the last 3nm mobile chip before 2nm, with 3nm chips already ~20% pricier than before. The jump to 2nm could push costs above $300 per flagship silicon. In Android, MediaTek's Dimensity 9500 and Qualcomm's Snapdragon 8 Elite Gen 5 are built on the same N3P node; Samsung's Exynos 2600 targets 2nm. TSMC reportedly has stable yields but is not offering discounts due to the hefty investments. Early 2nm production will focus on AI and HPC, with mobile chips toward late next year. Memory/storage vendors warn of price increases; premium models may still win buyers, but upgrade cycles could stretch into 2026.

October 24, 2025, 9:22 AM EDT. KeyBanc Capital Markets resumed coverage of Amazon with an overweight rating and a $300 price target, implying roughly a 36% upside from Thursday's close as shares trade around 22.9x 2027E P/E. The firm argues the AI story remains undervalued, with AWS strength anticipated into 2026 as data-center ramps like Project Rainier and customers such as Anthropic support revenue. It also sees off-platform advertising as an incremental driver, beyond ads on Amazon.com and Prime Video. On the retail side, growth in advertising and a push in grocery delivery could boost profitability, with same-day perishables expansion to over 2,300 U.S. cities by end-2025 highlighting Amazon's broader margin potential.

October 24, 2025, 9:20 AM EDT. Intel is pursuing a turnaround under CEO Lip-Bu Tan, anchored by balance-sheet discipline and new capital from government and private investors. CFO David Zinsner reported Q3 2025 revenue of $13.7B and non-GAAP EPS of $0.23, with Q4 guidance in the $12.8-$13.8B range. A landmark funding package includes the government taking 9.9% of Intel for $8.9B, Nvidia's $5B investment, and SoftBank involvement. The inflows give Intel greater flexibility to delever and drive strategic investments while maintaining discipline; debt was reduced by $4.3B this quarter. Tan wants to see demand first before scaling CapEx, but the Nvidia partnership will also produce a new generation of chips blending both firms' tech, with Nvidia purchasing part of the output.

October 24, 2025, 9:04 AM EDT. SpaceX is preparing to launch 28 Starlink satellites from Cape Canaveral Space Force Station on Sunday, with a launch window from 10:05 a.m. to 2:05 p.m. ET. The mission uses a Falcon 9 rocket lifting off from Space Launch Complex 40 and aims to deliver additional Starlink coverage. The booster's 24th flight will see it land on the A Shortfall of Gravitas droneship in the Atlantic after stage separation. A live webcast will begin about five minutes prior to liftoff on SpaceX.com and on X (formerly Twitter), with the option to watch via the X TV app. If successful, the mission will continue expanding the global Starlink network delivering high-speed internet worldwide.