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Meta CEO Mark Zuckerberg emphasizes building small, highly talented teams for AI research, focusing on talent density and flat management. The company is investing heavily in AI talent and infrastructure, with recent hiring freezes to consolidate efforts. The approach aims to accelerate AI development without organizational bloat.
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Alibaba and Nvidia announced significant increases in AI investments, with Alibaba aiming to become a full-stack AI service provider and Nvidia investing $100 billion into OpenAI. These moves reflect a global race for AI dominance, with both companies projecting trillions in future spending and technological breakthroughs.
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As of October 2025, OpenAI's valuation surged to $500 billion following a $6.6 billion secondary share sale by current and former employees to investors including SoftBank, Thrive Capital, and MGX. Despite not yet turning a profit, OpenAI has secured massive AI infrastructure deals with Oracle, Nvidia, and AMD, fueling rapid growth and complex partnerships across Silicon Valley's AI ecosystem.
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Huawei launches HarmonyOS 6 with new AI agents and a short-range wireless transfer feature. Apple promotes AI development in China, with the launch of the iPhone Air supporting eSIM, amid ongoing regulatory and geopolitical negotiations. Both companies deepen ties with Chinese authorities and consumers.
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Internal documents reveal AWS is losing early-stage startup customers to AI-focused platforms, as startups delay traditional cloud adoption and shift toward specialized AI tools. Meanwhile, a global AWS outage impacted users across continents, highlighting ongoing cloud vulnerabilities. These developments signal a major transformation in cloud computing driven by AI innovation.
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Apple's latest iPhone 17 series, launched in September, has outperformed previous models in key markets, with demand rising sharply. Meanwhile, the company is scaling back production of the iPhone Air due to slow sales, and shifting some manufacturing to Vietnam amid geopolitical and supply chain adjustments. The move reflects broader supply chain diversification efforts.
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Chinese AI firms, including DeepSeek, are gaining ground amid US-China tensions. Experts warn AI could eliminate many jobs in the next 10-20 years, urging tech companies to act as guardians. China's government supports local AI development, narrowing the US lead. The US faces strategic challenges in maintaining AI dominance.