AI unlocks 100x speed on Apple GPUs

PLUS: Google forced to share search secrets, and Tencent's new 3D world model

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Gen AI Art
September 04, 2025 • Estimated Reading Time: 10 minutes

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New research demonstrates how AI can automatically write complex code for Apple's GPUs, unlocking major performance gains for developers. The breakthrough from Gimlet Labs shows AI-generated code running up to 100 times faster than standard versions.

The process automates a notoriously difficult task, but what does it mean when AI can optimize code better and faster than many human experts? This could be a major step toward a future where AI systems tailor software for any hardware automatically.

Today in AI:

  • AI unlocks 100x speed on Apple GPUs

  • Google forced to share key search data

  • Tencent’s new 3D world-building model

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What’s new? A new paper from Gimlet Labs demonstrates that frontier AI models can automatically write optimized Metal GPU kernels for Apple devices, achieving major performance gains over standard PyTorch code.

What matters?

  • Across 215 tests on an M4 Max chip, the AI-generated code ran 87% faster on average, with some workloads seeing speedups of over 100x.

  • The system uses an AI agent that takes PyTorch code, generates the corresponding Metal kernel, and automatically tests it for correctness, retrying up to five times if it fails.

  • This process automates a notoriously difficult task, allowing developers to unlock near-native performance without needing deep expertise in GPU programming.

Why it matters?

Automating kernel optimization enables developers to extract maximum performance from Apple's silicon without being a GPU expert. This is a significant step toward a future where AI systems can optimize code for any hardware platform, accelerating development and deployment.

What’s new? In a landmark antitrust case, a federal judge ruled against breaking up Google but ordered it to share valuable search data with rivals and end its exclusive default search deal with Apple.

What matters?

  • Google must provide competitors like Perplexity and OpenAI with a one-time data snapshot, giving them an incredible shortcut to improve their AI search models without decades of data collection.

  • The ruling ends Google’s exclusive deal with Apple, opening the door for AI search challengers to bid for the coveted default search spot on iPhones—a position Google paid nearly $20B a year to secure.

  • The judge acknowledged that the generative AI has changed the course of the case, suggesting the court sees AI as a legitimate competitive force that will naturally disrupt Google’s dominance.

Why it matters?

This ruling significantly lowers the barrier to entry for AI search startups, giving them the data and market access needed to genuinely compete. The decision may accelerate a market shift toward conversational, AI-native search engines, changing how we all find information online.

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What’s new? Tencent has just released HunyuanWorld-Voyager, an open-source AI world model that transforms a single photograph into a consistent, explorable 3D environment.

What matters?

  • The model uses a “world cache” that stores previously generated scene regions, maintaining consistency as the user explores longer virtual environments.

  • It topped the Stanford WorldScore benchmark across multiple metrics, outperforming other open-source models in spatial coherence tests.

  • The system remembers what it creates as you explore, so returning to previous areas shows the same consistent scenery, and users can navigate via keyboard or joystick.

Why it matters?

World models are a hot frontier in AI, with labs racing to build systems that understand physical spaces instead of just flat images. This release puts another powerful, open-source tool into the ring, intensifying the race alongside models like Google's Genie 3 and expanding the applications for interactive 3D content creation.

Everything else in AI

Anthropic announced a massive $13B funding round, rocketing its valuation to $183B amid explosive revenue growth and a sevenfold increase in large enterprise accounts this year.

OpenAI acquired product experimentation platform Statsig for $1.1B in an all-stock deal, bringing its founder Vijaye Raji aboard as CTO of Applications to lead ChatGPT and Codex engineering.

Stanford published a new paper analyzing millions of payroll records, finding that employment for young workers (22-25) in "highly AI-exposed" jobs like software development saw a 13% decline since ChatGPT's arrival.

OpenAI revealed that it will begin routing distress-related conversations to GPT-5 reasoning models for safer handling and add parental notifications for at-risk chats.

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