TL;DR

Meta eyes $10B+ Scale AI deal; OpenAI expands ChatGPT voice/translation; Nvidia forecasts $200B AI revenue.

Highlights

• Meta is in advanced talks to invest over $10 billion in Scale AI, potentially valuing the data-labeling startup at $25 billion; Scale AI’s revenue is expected to double to $2 billion in 2025 1.
• OpenAI upgraded ChatGPT’s Advanced Voice Mode for paid users, adding more natural speech, real-time translation, and expanded university partnerships, including Cal State’s 460,000 students 2.
• Apple research shows leading LLMs and LRMs collapse on complex tasks, with models relying on pattern matching rather than true reasoning; introduces “artificial jagged intelligence” (AJI) to describe current AI limitations 310.
• Nvidia , Broadcom , and Meta lead tech stock gains since April; Nvidia forecasts $200 billion in 2025 revenue, driven by AI inference demand, with mutual funds increasing positions in Nvidia and Meta 4.
• Figure AI’s Figure 02 humanoid robot demonstrates autonomous, near-human package handling in logistics, averaging 4.05 seconds per package using the Helix neural network 8.
• Anthropic CEO warns AI could eliminate half of entry-level white-collar jobs within five years, as AI systems automate complex document drafting 9.
• China partially eases rare earth export controls for the EU after a Trump-Xi call, potentially stabilizing AI hardware and EV supply chains ahead of US-China trade talks 6.
• 4DV AI unveils 4D Gaussian Splatting with audio for Apple Vision Pro and PlayCanvas, advancing immersive AI-powered content creation 7.
• White House officials flag security risks after unauthorized Starlink installation at a government building, raising concerns over private tech in federal infrastructure 11.
• Cybersecurity experts warn of a mobile security crisis involving Chinese hackers and software crashes targeting sensitive sectors, with additional risks at crypto events 13.
• German political leaders propose a ban on social media for under-16s, signaling increased regulatory scrutiny of digital platforms 15.

Commentary

Meta ’s potential $10 billion-plus investment in Scale AI would mark a significant external move in data infrastructure, reflecting the intensifying competition among tech giants to secure strategic AI assets. Scale’s rapid revenue growth and expanding defense contracts, including collaborations with Meta on military LLMs, underscore the increasing intersection of commercial AI development and national security applications 1.

OpenAI’s continued rollout of advanced features for ChatGPT—such as real-time voice translation and deeper integration into higher education—signals ongoing efforts to drive enterprise and institutional adoption 2. However, Apple ’s latest research highlights persistent technical barriers: leading LLMs and LRMs still falter on complex reasoning, with “artificial jagged intelligence” (AJI) describing the uneven progress and reliability of current models 310. This points to a need for new approaches beyond scaling existing architectures.

The AI-driven surge in tech equities, led by Nvidia ’s projected $200 billion revenue and strong institutional inflows into Nvidia and Meta , reflects investor confidence in the monetization of AI inference and infrastructure 4. Meanwhile, Figure AI’s advances in autonomous robotics for logistics 8 and Anthropic’s warnings about rapid job displacement 9 highlight both the operational gains and societal challenges of accelerated AI deployment.

On the regulatory and security front, China’s easing of rare earth export controls may temporarily relieve hardware supply chain pressures for AI and EV manufacturers 6. At the same time, escalating cybersecurity threats—including targeted mobile attacks 13 and unauthorized Starlink installations in sensitive government locations 11—emphasize the growing importance of robust, AI-driven security measures. Regulatory scrutiny is also rising, with Germany considering age restrictions on social media platforms 15.

AI professionals should monitor the pace of enterprise and defense AI adoption, hardware supply chain stability, and the evolving regulatory landscape, alongside ongoing research into model reasoning and reliability.