2025: The Tech Industry Transformed by AI… From Gates to Zuckerberg, Diagnosing a "Turning Point"

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The significance of artificial intelligence (AI), now at the heart of the tech industry, in 2025 can be easily gauged from the remarks of countless tech leaders and experts. AI-related topics, such as large-scale language models (LLMs), AI agents, robotics, and large-scale data centers, have dominated tech industry coverage throughout the year.

Michael Dell, founder of Dell Technologies, emphasized that AI is a user-centric future technology, asserting, "There's no worse investment than building technology that doesn't align with what customers want. And the future customers want is AI." Jensen Huang, CEO of Nvidia (NVDA), also redefined his company's identity as an AI-centric company, saying, "We're no longer a semiconductor company, we're an AI factory."

Mark Zuckerberg, CEO of META, expressed skepticism about whether AI technology represents real progress or a hype-filled bubble. He said, "Even if it achieves real results, it may initially seem like a bubble. The costs are high, but it may not be the end."

Fei-Fei Li, former chief AI scientist at Google Cloud, emphasized that AI will become a core foundation for intelligent agents, and that “the ability to interact with 3D spaces and virtual worlds is where AI’s true value lies.”

In addition, leading figures in the industry, including Marc Benioff of Salesforce (CRM), Ed Chi of Google (GOOGL) DeepMind, AI startups Anthropic and OpenAI, and Amazon (AMZN) Chief Technology Officer Werner Vogels, all agreed that AI is triggering structural transformation across industries.

Technological innovation, particularly centered around AI agents, has emerged as a key variable that goes beyond "intelligent collaboration tools" and directly impacts economic systems and cybersecurity. Furthermore, there have been continued assessments that AI is redefining existing infrastructure. Yee Jiun Song, Head of Infrastructure at Meta, stated, "AI is shaking up our existing understanding of infrastructure," while Ali Ghodsi, CEO of Databricks, diagnosed, "AI still acts as a barrier to complexity and high costs, which are slowing down the entire organization."

There was also a sense of caution about the radical advancements in AI technology. Robinhood's Vlad Tenev stated, "We don't yet know whether what we've created is a novice or a threatening predator." Apostol Vassilev of the National Institute of Standards and Technology (NIST) emphasized the importance of restricting access, given the potential for AI agents to compromise existing cyber infrastructure.

Nvidia's Jensen Huang publicly apologized for a strategic gaffe during a quantum computing presentation at GTC in March, saying, "This event will be like a group counseling session for me," and sought to rebuild trust with the industry. Astro Teller, CEO of X, Alphabet's experimental technology organization, called for radical imagination in the AI era, saying, "Reasonable-sounding recklessness is a recipe for failure."

In this way, AI is permeating nearly every field, from technology and infrastructure to policy and ethics, and is seen as a "hopeful advancement" to some, and an "unpredictable risk" to others. 2025 marks the first year in which AI's impact becomes tangible across industries, a crucial turning point for technology leaders to truly grasp its significance.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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