nvidia, deepseek and meta Updates

The year 2025 marked a pivotal moment for artificial intelligence, with TIME magazine honoring "The Architects of AI" as its Person of the Year. Editor-in-chief Sam Jacobs highlighted AI's clear potential, transforming the present and transcending possibilities. Nvidia CEO Jensen Huang underscored AI's profound impact, calling it the most influential technology of our time. This recognition reflects the rapid advancements and growing influence of AI across various sectors. Globally, the AI race intensified in January 2025 when Chinese firm DeepSeek released a new AI model, prompting a significant reaction in the American tech sector. In response, Sam Altman, Larry Ellison, and Masayoshi Son pledged a massive $500 billion towards "Project Stargate," aiming to construct AI data centers across the United States. Meanwhile, internal tensions emerged at Meta's TBD Lab by December 2025, where leader Mr. Wang disagreed with executives Chris Cox and Andrew Bosworth. Wang prioritized catching up to rival AI models from OpenAI and Google, while Cox and Bosworth focused on leveraging Instagram and Facebook data for social media and advertising. Discussions around AI safety and regulation also gained prominence. On December 12, 2025, Microsoft AI CEO Mustafa Suleyman emphasized the need for transparency and government involvement in AI development, cautioning that AI systems could become self-governing within five to ten years. New Jersey Governor Murphy opposed a Trump Administration Executive Order banning state-based AI regulation, asserting states' rights and their role in fostering innovation. Furthermore, AI is increasingly providing comfort and reassurance, with platforms like ChatGPT filling a "God void" for many seeking emotional support. The financial landscape of AI is also shifting. In 2026, investors are expected to prioritize efficiency over high spending, potentially impacting Nvidia, which saw its stock drop nearly 2%. While Nvidia remains the world's most valuable company, firms like Google are seen as more efficient in their AI investments compared to others like Oracle. Education is adapting, with Delhi University's new Veer Savarkar College opening in June 2026, offering B.Sc (Hons) in Data Science and AI/ML. This Rs 140 crore project marks DU's first new college in three decades. Security concerns are also paramount, as quantum computing poses a significant threat to AI systems by potentially breaking current encryption methods. AI's reliance on cryptography and long lifespans make it vulnerable to data poisoning, model inversion, and adversarial attacks, necessitating advanced behavioral analysis for detection. Finally, humanoid robots generated both excitement and skepticism at a Silicon Valley summit. While generative AI has renewed investor interest and helped robots learn tasks, experts like Rodney Brooks remain cautious about their immediate humanlike capabilities, despite developments like Disney's planned walking Olaf robot.

Key Takeaways

• TIME magazine named "The Architects of AI" its 2025 Person of the Year, recognizing tech leaders and financiers for AI's rapid growth and global impact.
• A new AI model from Chinese firm DeepSeek in January 2025 prompted Sam Altman, Larry Ellison, and Masayoshi Son to pledge $500 billion for "Project Stargate" to build US AI data centers.
• Meta's TBD Lab leader, Mr. Wang, clashed with executives Chris Cox and Andrew Bosworth by December 2025, prioritizing catching up to OpenAI and Google's AI models over integrating with Meta's social media platforms.
• Microsoft AI CEO Mustafa Suleyman stressed the importance of transparency and government involvement in AI development, predicting AI systems could become self-setting goals and improving their own code within 5-10 years.
• An anticipated shift in 2026 AI investment towards efficiency over high spending is expected to negatively impact Nvidia, despite its status as the world's most valuable company, with Google noted for its efficient spending.
• New Jersey Governor Murphy opposed a Trump Administration Executive Order banning state-based AI regulation, citing states' rights and New Jersey's leadership in AI innovation.
• Delhi University's new Veer Savarkar College, opening in June 2026, will offer B.Sc (Hons) in Data Science and AI/ML, marking DU's first new college in 30 years at a cost of Rs 140 crore.
• Quantum computing presents a major threat to AI security by potentially breaking current encryption, requiring advanced behavioral analysis to detect threats like data poisoning and model inversion.
• Humanoid robots are seeing renewed interest, fueled by generative AI, with Disney planning a walking Olaf robot, though experts like Rodney Brooks remain skeptical about their immediate humanlike capabilities.
• AI, such as ChatGPT, is increasingly being used to provide comfort and reassurance, potentially filling a "God void" for individuals in an increasingly secular world.

Time Names AI Architects 2025 Person of the Year

Time magazine chose "the architects of AI" as its 2025 Person of the Year. This honor highlights the tech leaders and financiers behind the rise of artificial intelligence. Editor-in-chief Sam Jacobs stated that 2025 was the year AI's full potential became clear, transforming the present and transcending the possible. Nvidia CEO Jensen Huang called AI the most impactful technology of our time. The magazine featured two covers by artists Jason Seiler and Peter Crowther, showing industry figures at the forefront of AI development.

TIME Honors AI Architects as 2025 Person of the Year

TIME magazine named "The Architects of AI" its 2025 Person of the Year due to the technology's rapid growth and global impact. In January 2025, a Chinese firm called DeepSeek released a new AI model, causing a strong reaction in the American tech sector. Sam Altman, Larry Ellison, and Masayoshi Son then pledged $500 billion to build AI data centers across the United States in "Project Stargate." TIME Editor-in-Chief Sam Jacobs noted that 2025 was the year AI's full potential became clear, solving problems like communicating with whales and predicting hurricanes.

Meta AI Team Clashes With Company Leaders

Meta's new AI group, TBD Lab, is facing disagreements with other company executives. Mark Zuckerberg created TBD Lab to work separately from Meta's main bureaucracy. However, by December 2025, the team's leader, Mr. Wang, disagreed with Chris Cox and Andrew Bosworth about the AI model's focus. Cox and Bosworth wanted to use Instagram and Facebook data to improve social media and advertising. Mr. Wang argued the priority should be catching up to rival AI models from OpenAI and Google before focusing on products. This has created tension, with TBD Lab aiming for "godlike A.I. superintelligence" while other executives focus on social media business.

DU's New Veer Savarkar College Offers AI and Data Science

Delhi University's new Veer Savarkar College in Najafgarh will open in June 2026, offering courses in Artificial Intelligence and Machine Learning, Data Science, and Entrepreneurship and Development. This is DU's first new college in 30 years, built at a cost of Rs 140 crore. It will have 120 seats each for B.Sc (Hons) in Data Science and AI and ML, and 60 seats for BBA in Entrepreneurship and Development. Prime Minister Narendra Modi laid the foundation stone in January, part of a larger Rs 600 crore investment to expand DU's academic footprint.

Microsoft AI CEO Discusses Safe AI Development

On December 12, 2025, Microsoft AI CEO Mustafa Suleyman spoke about the need for transparency and government involvement in developing artificial intelligence. He stated that "Nobody wants to cause mass harm" with AI. Suleyman believes that within the next five to ten years, AI systems could become capable of setting their own goals, improving their own code, and acting independently. He emphasized the importance of regular audits and careful management as AI capabilities grow.

Can AI Replace Religion For Comfort and Reassurance

As traditional faith declines, many people are turning to artificial intelligence, like ChatGPT, for comfort and reassurance. The article explores how AI is starting to fill a "God void" in an increasingly secular world. People seek AI for various needs, from a teacher or friend to an ethics instructor or a source of constant reassurance. For example, ChatGPT offered comforting words to a user feeling vulnerable, providing a "kind, steady space." This trend raises questions about the role of technology in providing emotional and spiritual support.

AI Investment Shifts Could Hurt Nvidia Stock

Investors are expected to prioritize efficiency over high spending in AI in 2026, which could negatively impact Nvidia. Nvidia has greatly benefited from large spending by major tech companies. Mandeep Singh from Bloomberg Intelligence noted that companies like Oracle show inefficient spending, while Google is seen as more efficient. On Friday, Oracle shares dropped over 4%, Broadcom over 10%, and Nvidia nearly 2%. This shift means executives might adopt more budget-conscious AI models, potentially reducing demand for Nvidia's chips. While a market correction could ease "bubble" concerns, it might also reduce Nvidia's stock value, despite it being the world's most valuable company.

Governor Murphy Opposes Trump AI Regulation Order

New Jersey Governor Murphy issued a statement opposing the Trump Administration's Executive Order that bans state-based AI regulation. Governor Murphy stated that New Jersey has been a leader in innovation and has used AI tools to improve government services and attract jobs. He believes the Executive Order will hinder New Jersey's efforts and violates states' rights. Governor Murphy remains dedicated to New Jersey's responsible leadership in AI and plans to work with other governors to lessen the order's effects.

Protecting AI From Quantum Computer Threats

Quantum computing poses a major threat to AI security by potentially breaking current encryption methods. AI systems are especially vulnerable because they rely on cryptography for securing data and models, and their long lifespans make them targets for future quantum decryption. Traditional security measures are not enough, so behavioral analysis is crucial to detect new threats. These threats include data poisoning, where attackers inject malicious data, and model inversion, where sensitive training data is extracted. Behavioral analysis also helps detect adversarial attacks that fool AI models and compromises to communication channels. Techniques like statistical and machine learning-based anomaly detection can identify unusual patterns that signal quantum-accelerated attacks.

Humanoid Robots Spark Excitement and Doubt at Summit

Humanoid robots were a main topic at a Silicon Valley summit, but many experts still have doubts about their immediate future. Modar Alaoui, founder of the Humanoids Summit, gathered over 2,000 people to discuss the technology, noting that AI's commercial boom has renewed interest in humanoids. Disney plans to have a walking Olaf robot in its Hong Kong and Paris theme parks early next year. However, experts like Cosima du Pasquier from Haptica Robotics believe there is still much research needed for truly humanlike robots. China is leading development with government support, while generative AI has fueled investor interest and helped robots learn tasks through "visual-language" models. Despite the excitement, robotics pioneer Rodney Brooks remains a skeptic, and Elon Musk's Optimus humanoid project was not discussed.

Sources

• The architects of AI are Time's 2025 Person of the Year
• TIME’s 2025 Person of the Year: The Visionaries Behind Artificial Intelligence
• Meta’s New A.I. Superstars Are Chafing Against the Rest of the Company
• Come June, DU’s Veer Savarkar College to start ops, to offer AI, data science courses
• Microsoft AI’s Suleyman Says Nobody Wants 'Mass Harm'
• AI is filling the God void for many – but is ChatGPT really something to worship?
• The AI darlings are slipping. That could be bad for Nvidia.
• Statement by Governor Murphy on the Trump Administration’s Executive Order Prohibiting State-Based Artificial Intelligence Regulation
• Behavioral Analysis of AI Models Under Post-Quantum Threat Scenarios.
• Humanoid robots take center stage at Silicon Valley summit, but skepticism remains