The AI Daily Brief: Artificial Intelligence News and Analysis The 10 Biggest AI Stories of 2025
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Dec 22, 2025 DeepSeek R1 made waves with an innovative reasoning model that disrupted markets. Project Stargate sparked a massive infrastructure buildout, fueled by energy partnerships. The AI bubble debate rages on, with concerns about circular financing. Meanwhile, the talent wars heat up, as companies battle for top recruits and shell out massive offers. The emergence of vibe coding transforms development practices, while advanced models like Gemini 3 and GPT-5.2 set new expectations for the future of AI.
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DeepSeek's Shockwave Debut
- DeepSeek released R1 reasoning model cheap and its app displaced ChatGPT on app charts, triggering massive market reactions.
- Nathaniel Whittemore links that debut to broader shifts, including Chinese models closing the gap with Western labs.
Half-Trillion Infrastructure Buildout
- Project Stargate kickstarted a half-trillion dollar U.S. AI infrastructure push led by major players and the White House.
- That spurred massive hyperscaler capex, data-center investments, and energy/utility partnerships across 2025.
Circular Financing Fuels Bubble Debate
- The AI bubble debate focused on circular financing between big tech, investors, and labs and became a dominant mainstream narrative.
- Short-term proof is elusive, so narratives drive perceptions while indicators like Exponential View still show 'boom' territory.