Magnificent 7 Weekly Briefing

December 5, 2025

Apple saw major executive transitions, Tesla faced a federal safety probe, and AWS, Google, and Microsoft announced a wave of new AI agents and hardware and more.

• AWS significantly boosted its AI stack with the general availability of Trainium3 UltraServers and the introduction of Graviton5 CPUs, alongside launching several new Nova models and Frontier Agents. ^12345678910
• Google rolled out the advanced Gemini 3 Deep Think mode to Ultra subscribers and introduced the Titans architecture, while its CEO urged the US Congress to pass a national AI law. ^{1112131415161718}
• Apple announced multiple executive transitions, including the retirement of its AI chief, while hiring a new AI VP and General Counsel amidst escalating antitrust challenges in Europe. ^{192021222324252627}
• Tesla faced intense scrutiny, including a potential federal probe into a common safety issue, reports of crashes linked to driver-assist failures, and declining vehicle sales in Europe. ^{282930313233343536}
• Microsoft announced price increases for commercial subscriptions, declared 2026 the 'Year of the Agent,' and plans major data center investments in India, even as it lowered AI software sales quotas due to customer resistance. ^{3738394041424344}
• Nvidia partnered with Mistral AI to optimize the new Mistral 3 model family on its platforms and highlighted the benefits of its Mixture of Experts architecture for frontier AI models. ^45464748
• Other developments included Meta declaring a cash dividend and hiring a former Apple design chief, and Amazon expanding its retail push by testing ultra-fast delivery options in select cities. ^49505152

Sources

1. $4 billion Amazon data center proposal in Wilmington advances to next stage, residents want pause wcpo.com
2. AWS introduces Graviton5 CPU Amazon
3. Alphabet, Amazon And Microsoft Charge Ahead On AI Capacity Build-Outs seekingalpha.com
4. Amazon with new AI accelerator and Nvidia technology in the future heise.de
5. Amazon introduces four new frontier Nova models Amazon
6. Amazon announces Trainium3 UltraServers general availability Amazon
7. AWS unveils Frontier Agents AI class Amazon
8. Amazon announces AWS AI Factories Amazon
9. Amazon announces new AI agents and models at re:Invent Amazon
10. NVIDIA and AWS expand full-stack partnership Nvidia
11. Google rolls out Gemini 3 Deep Think mode to Ultra users: Check what's new business-standard.com
12. Google introduces Titans architecture and MIRAS framework Google
13. Google rolls out Gemini 3 Deep Think mode Google
14. Google to pay Android users in massive app store settlement. Are you eligible? usatoday.com
15. Google introduces Workspace Studio, brings AI agents to Gmail, Drive, and Chat timesofindia.indiatimes.com
16. Google CEO Sundar Pichai Urges US Congress to Pass a National AI Law to Keep AI Use Safe ibtimes.co.uk
17. OpenAI Declares 'Code Red' as Google Threatens AI Lead wsj.com
18. Google's Plan to Win the AI Race Is All About Getting a Little Too Personal gizmodo.com
19. Apple announces departure of two more top executives 9to5mac.com
20. Apple announces executive transitions Apple
21. Apple appoints Meta's Newstead as general counsel amid executive changes reuters.com
22. After Liquid Glass: Apple's Interface Design Chief Moves to Meta heise.de
23. German antitrust watchdog tests Apple's revised app tracking rules reuters.com
24. Apple faces multimillion-euro Dutch antitrust damages claims after EU's top court ruling reuters.com
25. In AI race, Apple Inc hands baton to B'luru graduate Amar Subramanya business-standard.com
26. Apple's A.I. Chief, Who Failed to Deliver a Smarter Siri, Is Retiring nytimes.com
27. Apple announces Giannandrea retires, hires Subramanya as AI VP Apple
28. Tesla facing potential federal probe into common safety issue: [Must] respond completely, accurately yahoo.com
29. Fire linked to Tesla charger destroys South Florida home yahoo.com
30. Two Dead in Multi-Vehicle Collision on Highway 87 in San Jose, Tesla and Lexus Among Cars Involved hoodline.com
31. I Believe My Tesla Model Y Lane Assist Jolted My Steering Wheel and Caused Me to Do a Full 360 Degree Spin and Crash Into the Concrete Highway Divider Wall, but I Wasn’t on ... torquenews.com
32. Tesla (TSLA) sales keep crashing in Europe with a single market temporarily saving it electrek.co
33. Tesla s German car sales fall by a fifth in November reuters.com
34. Tesla reaches another settlement in lawsuit alleging driver-assist system failures: Inability to detect emergency yahoo.com
35. Tesla’s China-Made EV Sales Rise 9.9% in November 2025 republicworld.com
36. Elon Musk announces Robotaxi fleet to double next month despite recent controversies: Will you remove the safety monitors next month too? finance.yahoo.com
37. Microsoft plans bigger data centre investment in India beyond 2026, to keep hiring AI talent livemint.com
38. Microsoft to Raise Prices on Commercial Subscriptions. Copilot Price Will Remain. barrons.com
39. Complaint filed against Microsoft Ireland alleging it facilitated mass processing of 'illegal' surveillance data on Palestinians irishtimes.com
40. Microsoft Lowers AI Software Sales Quotas as Customers Resist Newer Products theinformation.com
41. Microsoft declares 2026 the ‘Year of the Agent’ as Ignite 2025 unveils AI agent platform businessday.ng
42. Microsoft outage hits check-in systems of IndiGo, SpiceJet, Akasa Air and Air India Express moneycontrol.com
43. Norway Wealth Fund Pressures Microsoft Over Israel’s War in Gaza tasnimnews.com
44. Microsoft CEO: We're investing in Europe's tech politico.eu
45. Nvidia CEO Jensen Huang discusses growth story Nvidia
46. NVIDIA highlights Mixture of Experts powering top frontier AI models Nvidia
47. Nvidia partners with Mistral AI on new open models Nvidia
48. NVIDIA releases AI tools for speech safety and autonomous driving Nvidia
49. Meta's Creative Studio Led by Former Apple Design Head to 'Treat Intelligence as a New Design Material' macrumors.com
50. Amazon tests ultra-fast same day delivery to take on Doordash, Instacart finance.yahoo.com
51. Meta declares quarterly cash dividend Meta
52. Amazon tests delivery in half hour or less retaildive.com