CES kicks off as 2025's first major AI and tech event, featuring keynotes and showcases from Nvidia, AMD, Samsung, and more to give us a glimpse of what to look forward to this year. Other key takeaways include:
- OpenAI CEO Sam Altman goes off on X about how the company's ChatGPT Pro plan is losing them money
- Microsoft announces plans to spend $80 billion in FY 2025 on building data centers capable of handling AI workloads
- TSMC might find itself out of a customer as Nvidia rumored to look elsewhere for 2nm processes
Join us at AI Tangle as we untangle this week's happenings in AI!
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Hailing from Las Vegas, the Consumer Electronics Show (CES) 2025 event for companies big and small to showcase and announce new tech and AI products and developments started earlier this week, and though the show will go on until Friday, January 10th, there's already much to cover. From data center hardware kingpins Nvidia and AMD to Samsung and beyond, here's what has been announced so far.
What are the most notable AI announcements?
Starting from Nvidia, during its keynote, the company unveiled everything from its RTX 50 "Blackwell" lineup of consumer GPUs to the $3,000 "Project Digits" personal AI supercomputer to a partnership with Toyota for next-gen vehicles. Its competitor, AMD, also revealed its Radeon RX 9070 and 9070 XT consumer GPUs, along with a new series of AI processors for Copilot+ systems and the 9950X3D and 9900X3D processors. Meanwhile, Samsung announced Galaxy Unpacked for the 22nd of January to unveil the Galaxy S25, as well as the "Vision AI" system for its 2025 lineup of TVs and the Ballie home robot.
Other noteworthy tech announcements and showcases made at the event were:
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During a series of Sunday posts on X/Twitter, OpenAI CEO Sam Altman revealed that the $200/month ChatGPT Pro plan, which gives unlimited access to o1 and a taste of its o1 pro mode, is currently losing the company money due to higher-than-expected demand. OpenAI, which projected $3.7 billion in revenue against $5 billion in losses last year, faces significant costs for staffing, infrastructure, and AI training. Despite raising $20 billion, OpenAI admits it needs more capital, which is fueling its recent corporate restructuring plans, along with subscription price increases, hoping to reach $100 billion in revenue by 2029.
In a Friday company blog post, Microsoft stated that it plans to invest $80 billion in fiscal 2025 on the construction of data centers for AI, with over half of the spending occurring in the US, according to company Vice Chair and President Brad Smith. Together with OpenAI, Microsoft aims to maintain US leadership in AI amid rising global competition, particularly from China. Smith urged the US government and Trump's upcoming administration to support AI innovation, education, and the promotion of US AI tech abroad to stay ahead in the global AI race.
AI tech hardware poster child Nvidia has been rumored to be considering moving its 2nm orders from TSMC to Samsung Foundry due to high costs and TSMC's price control strategies. While TSMC currently leads in 2nm technology, competitors like Samsung and Rapidus are gaining attention as clients diversify their supply chains, though concerns over Samsung's yield rates may limit immediate adoption. Aside from Nvidia, Qualcomm and others are adopting dual-source strategies to diversify its 2nm supply chain, including both TSMC and Samsung as suppliers.
Google DeepMind is forming a team led by Tim Brooks, former co-lead of OpenAI's Sora, to create AI models that can simulate the physical world, building on Gemini, Veo, and Genie. These so-called "world models" aim to scale video and multimodal AI training toward AGI and power applications like 3D simulations, gaming, and interactive media. However, many raised concerns about the move regarding job disruption in creative industries and potential copyright issues with the omnipresent ethical challenges of training data.
The US Federal Trade Commission (FTC) recently hit NY-based AI accessibility startup accessiBe with a $1 million fine for false advertising and undisclosed sponsors of its AI-powered webkit for screen readers for the blind. The startup faced criticism from advocacy groups and customer lawsuits for its ineffective and defective tools, which even led to some lawsuits in 2024. The FTC’s proposed order would prohibit accessiBe from overstating the capabilities of its product along with requiring transparency about endorsements.
Apple recently announced that it will update its Apple Intelligence notification summaries to clearly indicate they are AI-generated following complaints about misinformation and frequent errors, as flagged by the BBC. Arriving "in the coming weeks," the updates will enhance clarity with summarization icons and encourage user feedback. Apple Intelligence debuted in iOS 18.1, offering features like notification summaries, and has since expanded with tools like ChatGPT integration and Image Playground, though the system remains in beta as Apple works to improve its accuracy and reliability.
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Is OpenAI's Road to AGI Clear? (4-min read)
Sam Altman certainly believes so. During The New York Times Dealbook Summit 2024, Altman predicted that AI agents will enter the workforce by 2025 and "materially change the output of companies," and though critics have challenged the claim, OpenAI and Altman remain ever the optimist.
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