Analysts: Slim iPhone Air Could be a Design Win for Apple

iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo
iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo
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Analysts: Slim iPhone Air Could be a Design Win for Apple

iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo
iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo

Apple CEO Tim Cook seemed to be channeling predecessor and design genius Steve Jobs on Tuesday when he unveiled the iPhone Air, the company's slimmest handset yet and the biggest change in eight years to a lineup fans and analysts saw as stagnating.

Cook kicked off the company's annual product launch event at its Cupertino, California, headquarters with a Jobs quote: "For us, design goes beyond just how something looks or feels. Design is also how it works."

Inside its 5.6-mm (0.22-inch) -slim frame, thinner than Samsung Electronics' S25 Edge at 5.8 mm, the iPhone Air's circuitry has been shrunk to the size of a few postage stamps, to deliver on Apple's claim of "all-day battery life.”

Many analysts had predicted a ho-hum reception ahead of the event, but some said on Tuesday the four new iPhones - Air, 17, 17 Pro and 17 Pro Max - were a lineup likely to appeal to customers with varied budgets.

And doubts still linger about whether the new smartphone will match its promised battery capacity, and whether consumers will settle for one camera fewer.

It will incorporate Apple's best and newest A19 Pro processor chip, tuned for artificial intelligence tasks, and two new custom communications chips.

"I heard loud claps the moment it was announced," said Gaurav Chaudhary, a YouTuber with nearly 24 million followers, popularly known as "Technical Guruji."

He praised the Air's titanium frame and "ceramic shield" glass, which Apple said make the device more durable.

According to Reuters, Chaudhary said that despite hearing numerous leaks about the device ahead of time, he was still impressed after handling it in the Steve Jobs Theater at Apple headquarters, even if he still wants to see if Apple's battery life claims hold up.

Seventeen years ago, Jobs famously introduced the company's first MacBook Air by pulling the ultra-thin laptop from an interoffice envelope, to highlight how portable it was.

The iPhone Air, which borrows its name and design language from the laptop, may be what Apple fans have wanted for years: A device that distinct from competitors packed with feats of hardware engineering.

"I think in an era where we've seen a large degree of sameness, it's great to see Apple bring a new product to the market," said PP Foresight analyst Paolo Pescatore. "It kind of reinvigorates the whole segment of iPhone."

On the downside, however, the iPhone Air has only one camera, compared with two separate cameras on the base iPhone 17 and three on the Pro models.

Ben Bajarin, CEO of technology consultancy Creative Strategies, said it will also be critical to confirm whether it can live up to Apple's battery life claims.

He said Apple's custom chips should help, as the company has spent more than a decade designing its own chips with a relentless focus on energy efficiency and size.

The launches brought no news, however, of artificial intelligence features to help Apple close the gap with the likes of Alphabet's Google, which showcases the capabilities of its Gemini AI technology in its latest flagship phones.

But analysts said the iPhone Air, especially, was likely to spur many upgrades, boosting Apple's sales in the crucial holiday shopping season.

It could also help Apple win back customers in China, where it has lost market share to the slimmer and cheaper smartphones of rivals, analysts said, though some cautioned about sales prospects there for the new iPhone Air.

"We don’t expect the iPhone Air to deliver a major sales boost, as Apple compromised on battery life, cameras, and audio to achieve the slimmer design, features crucial to consumers," said Will Wong, senior smartphone analyst at research firm IDC.

The iPhone Air is priced in the middle of the iPhone lineup and at $100 less than the debut price of Samsung's Galaxy S25 Edge, which hit markets this year and shipped 1 million units in the second quarter, IDC says.

The price should make it a strong seller, said Nabila Popal, senior research director with IDC's Worldwide Quarterly Mobile Phone Tracker unit.

Popal predicted better sales for the iPhone Air, "not only because it's priced better, but because the (iPhone) Plus - which essentially the Air is replacing - already did between 5% and 7% of Apple's shipments.

"Apple's late, but when they do it, they do it bigger or louder or better than anyone," Popal said.



Nvidia, Joining Big Tech Deal Spree, to License Groq Technology, Hire Executives

The Nvidia logo is seen on a graphic card package in this illustration created on August 19, 2025. (Reuters)
The Nvidia logo is seen on a graphic card package in this illustration created on August 19, 2025. (Reuters)
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Nvidia, Joining Big Tech Deal Spree, to License Groq Technology, Hire Executives

The Nvidia logo is seen on a graphic card package in this illustration created on August 19, 2025. (Reuters)
The Nvidia logo is seen on a graphic card package in this illustration created on August 19, 2025. (Reuters)

Nvidia has agreed to license chip technology from startup Groq and hire away its CEO, a veteran of Alphabet's Google, Groq said in a blog post on Wednesday.

The deal follows a familiar pattern in recent years where the world's biggest technology firms pay large sums in deals with promising startups to take their technology and talent but stop short of formally acquiring the target.

Groq specializes in what is known as inference, where artificial intelligence models that have already been trained respond to requests from users. While Nvidia dominates the market for training AI models, it faces much more competition in inference, where traditional rivals such as Advanced Micro Devices have aimed ‌to challenge it ‌as well as startups such as Groq and Cerebras Systems.

Nvidia ‌has ⁠agreed to a "non-exclusive" ‌license to Groq's technology, Groq said. It said its founder Jonathan Ross, who helped Google start its AI chip program, as well as Groq President Sunny Madra and other members of its engineering team, will join Nvidia.

A person close to Nvidia confirmed the licensing agreement.

Groq did not disclose financial details of the deal. CNBC reported that Nvidia had agreed to acquire Groq for $20 billion in cash, but neither Nvidia nor Groq commented on the report. Groq said in its blog post that it will continue to ⁠operate as an independent company with Simon Edwards as CEO and that its cloud business will continue operating.

In similar recent deals, Microsoft's ‌top AI executive came through a $650 million deal with a startup ‍that was billed as a licensing fee, and ‍Meta spent $15 billion to hire Scale AI's CEO without acquiring the entire firm. Amazon hired ‍away founders from Adept AI, and Nvidia did a similar deal this year. The deals have faced scrutiny by regulators, though none has yet been unwound.

"Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive license may keep the fiction of competition alive (even as Groq’s leadership and, we would presume, technical talent move over to Nvidia)," Bernstein analyst Stacy Rasgon wrote in a note to clients on Wednesday after Groq's announcement. And Nvidia CEO Jensen Huang's "relationship with ⁠the Trump administration appears among the strongest of the key US tech companies."

Groq more than doubled its valuation to $6.9 billion from $2.8 billion in August last year, following a $750 million funding round in September.

Groq is one of a number of upstarts that do not use external high-bandwidth memory chips, freeing them from the memory crunch affecting the global chip industry. The approach, which uses a form of on-chip memory called SRAM, helps speed up interactions with chatbots and other AI models but also limits the size of the model that can be served.

Groq's primary rival in the approach is Cerebras Systems, which Reuters this month reported plans to go public as soon as next year. Groq and Cerebras have signed large deals in the Middle East.

Nvidia's Huang spent much of his biggest keynote speech of 2025 arguing that ‌Nvidia would be able to maintain its lead as AI markets shift from training to inference.


Italy Watchdog Orders Meta to Halt WhatsApp Terms Barring Rival AI Chatbots

The logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. (Reuters)
The logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. (Reuters)
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Italy Watchdog Orders Meta to Halt WhatsApp Terms Barring Rival AI Chatbots

The logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. (Reuters)
The logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. (Reuters)

Italy's antitrust authority (AGCM) on Wednesday ordered Meta Platforms to suspend contractual terms ​that could shut rival AI chatbots out of WhatsApp, as it investigates the US tech group for suspected abuse of a dominant position.

A spokesperson for Meta called the decision "fundamentally flawed," and said the emergence of AI chatbots "put a strain on our systems that ‌they were ‌not designed to support".

"We ‌will ⁠appeal," ​the ‌spokesperson added.

The move is the latest in a string by European regulators against Big Tech firms, as the EU seeks to balance support for the sector with efforts to curb its expanding influence.

Meta's conduct appeared capable of restricting "output, market ⁠access or technical development in the AI chatbot services market", ‌potentially harming consumers, AGCM ‍said.

In July, the ‍Italian regulator opened the investigation into Meta over ‍the suspected abuse of a dominant position related to WhatsApp. It widened the probe in November to cover updated terms for the messaging app's business ​platform.

"These contractual conditions completely exclude Meta AI's competitors in the AI chatbot services ⁠market from the WhatsApp platform," the watchdog said.

EU antitrust regulators launched a parallel investigation into Meta last month over the same allegations.

Europe's tough stance - a marked contrast to more lenient US regulation - has sparked industry pushback, particularly by US tech titans, and led to criticism from the administration of US President Donald Trump.

The Italian watchdog said it was coordinating with the European ‌Commission to ensure Meta's conduct was addressed "in the most effective manner".


Amazon Says Blocked 1,800 North Koreans from Applying for Jobs

Amazon logo (Reuters)
Amazon logo (Reuters)
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Amazon Says Blocked 1,800 North Koreans from Applying for Jobs

Amazon logo (Reuters)
Amazon logo (Reuters)

US tech giant Amazon said it has blocked over 1,800 North Koreans from joining the company, as Pyongyang sends large numbers of IT workers overseas to earn and launder funds.

In a post on LinkedIn, Amazon's Chief Security Officer Stephen Schmidt said last week that North Korean workers had been "attempting to secure remote IT jobs with companies worldwide, particularly in the US".

He said the firm had seen nearly a one-third rise in applications by North Koreans in the past year, reported AFP.

The North Koreans typically use "laptop farms" -- a computer in the United States operated remotely from outside the country, he said.

He warned the problem wasn't specific to Amazon and "is likely happening at scale across the industry".

Tell-tale signs of North Korean workers, Schmidt said, included wrongly formatted phone numbers and dodgy academic credentials.

In July, a woman in Arizona was sentenced to more than eight years in prison for running a laptop farm helping North Korean IT workers secure remote jobs at more than 300 US companies.

The scheme generated more than $17 million in revenue for her and North Korea, officials said.

Last year, Seoul's intelligence agency warned that North Korean operatives had used LinkedIn to pose as recruiters and approach South Koreans working at defense firms to obtain information on their technologies.

"North Korea is actively training cyber personnel and infiltrating key locations worldwide," Hong Min, an analyst at the Korea Institute for National Unification, told AFP.

"Given Amazon's business nature, the motive seems largely economic, with a high likelihood that the operation was planned to steal financial assets," he added.

North Korea's cyber-warfare program dates back to at least the mid-1990s.

It has since grown into a 6,000-strong cyber unit known as Bureau 121, which operates from several countries, according to a 2020 US military report.

In November, Washington announced sanctions on eight individuals accused of being "state-sponsored hackers", whose illicit operations were conducted "to fund the regime's nuclear weapons program" by stealing and laundering money.

The US Department of the Treasury has accused North Korea-affiliated cybercriminals of stealing over $3 billion over the past three years, primarily in cryptocurrency.