🏆 NVIDIA Rubin Next ($45K) — 🍎 Apple adquiere Vizion AI ($4.7B) — ⚖️ UE multa Google DeepMind (€890M) — the pulse of AI
NVIDIA has just normalized the impossible: 1.2 trillion transistors in a single chip.
Apple spends $4.7 billion on a computer vision startup you barely knew.
The EU hits Google DeepMind with a record fine of 890 million for crushing competition with Gemini.
Three moves that redefine power in AI, hardware, and regulation. Here's how I read them today.
🏆 NVIDIA Rubin Next ($45K): the monster of 1.2 trillion transistors
NVIDIA breaks its own ceiling again. Rubin Next, manufactured on TSMC 2nm, packs 1.2 trillion transistors and delivers 5 exaflops in FP8. It's 40% more efficient than Blackwell Ultra, meaning less heat, less consumption, and more density per rack. The price: $45,000 per unit. It's not for gamers, it's for data centers that want to train models with 10 trillion parameters without breaking a sweat.
The leap is not just technical: it's strategic. With this chip, NVIDIA closes any window for AMD and Intel in the HPC segment for 2027. Hyperscalers are already signing orders. If you are an AI startup and don't have access to this, your competition will double your training time.
🍎 Apple acquires Vizion AI ($4.7B): computer vision for iPhone 18
Apple buys Vizion AI for $4.7 billion. It's not just any startup: its computer vision technology enables real-time video editing with generative AI. The plan is to integrate it into Apple Intelligence for the iPhone 18. Imagine recording a video and being able to change the background, remove objects, or relight the scene while you record, without pre-renders. That's what it brings.
It's Apple's biggest acquisition since Beats. And it makes total sense: while Google and Samsung bet on conversational assistants, Apple wants the camera to be the main sensor of its ecosystem. Vizion AI turns the iPhone into a real-time video production station. Content creators are going to freak out. Competitors, to tremble.
⚖️ EU fines Google DeepMind (€890M): Gemini forced on Android
The European Commission has fined Google DeepMind 890 million euros. Brussels concludes that DeepMind forced Android manufacturers to pre-install Gemini as the default assistant, preventing other assistants (Alexa, Bixby, local assistants) from having a real chance to compete. It's a classic case of abuse of dominant position: it's not illegal to have an assistant, but it is to condition its installation to suffocate rivals.
Google has already announced it will appeal. But the reputational and economic damage is enormous. Beyond the fine, the EU demands changes in agreements with manufacturers. This opens the door for third-party assistants to come pre-installed on new Android phones. For consumers, more options. For Google, a wrench in its mobile AI strategy.
🌐 The thread that connects them
NVIDIA provides the impossible hardware. Apple buys the software that turns the camera into a creative tool. And the EU scares those who use their distribution power to crush the little guys. Three news items that seem from different worlds, but talk about the same thing: who controls the next 10 years of AI. The chip, the visual data, and the distribution channel. The three open fronts.