Techmeme
July 31, 2025, 11:50 AM

Top News

Bloomberg:
The Trump administration says Apple, Google, OpenAI, Amazon, Anthropic, and 60+ companies have pledged to make data sharing seamless across health care systems  —  Leading US technology companies, including Amazon.com Inc., Anthropic, Apple Inc., Alphabet Inc.'s Google and OpenAI Inc. …
Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+  —  Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
CNBC:
Reuters:
Tom Warren / The Verge:
Sean Michael Kerner / VentureBeat:
Stack Overflow survey: 84% of developers use or plan to use AI tools in their workflow, up from 76% in 2024, and 33% trust AI accuracy, down from 43% in 2024  —  More developers than ever before are using AI tools to both assist and generate code.  —  While enterprise AI adoption accelerates …
Google DeepMind:
Google DeepMind unveils AlphaEarth Foundations, an AI model that unifies petabytes of Earth observation data and helps scientists create detailed maps on demand  —  New AI model integrates petabytes of Earth observation data to generate a unified data representation that revolutionizes global mapping and monitoring
Bloomberg:
OpenAI launches Stargate Norway, the first Stargate-branded initiative in Europe, to build a 230MW data center owned by a joint venture between Nscale and Aker  —  OpenAI has agreed to be an anchor customer for a new data center in Norway, the first European site for the artificial intelligence company's Stargate infrastructure effort.
Jonathan Vanian / CNBC:
Meta expects 2025 capital expenditures to be between $66B and $72B, raising the low end of the company's previous estimate of $64B to $72B  —  Meta shares jumped 10% after the company reported second-quarter earnings on Wednesday that beat on revenue.  Here's how the company did, compared with estimates from analysts polled by LSEG:
CNBC:
Meta:
Sankalp Phartiyal / Bloomberg:
iPhone exports to the US from India are currently exempt from Trump's latest 25% tariffs on India; India now accounts for 20%+ of global iPhone production  —  Apple Inc.'s iPhone exports to the US from India will remain untouched by President Donald Trump's latest 25% tariffs on the South Asian nation, for now.
Dylan Butts / CNBC:
Samsung reports Q1 revenue up 0.7% YoY to $53.7B, vs. $53.6B est., operating profit down 55% YoY to $3.4B, vs. $3.8B est., with chips operating profit down ~94%  —  Samsung Electronics on Thursday reported a second-quarter operating profit of 4.7 trillion Korean won, missing expectations …
Annie Palmer / CNBC:
Trump signs an EO ending the de minimis exemption for packages worth $800 or less from all countries, after shuttering the loophole for goods from China in May  —  President Donald Trump on Wednesday signed an executive order ending the de minimis trade loophole for low-value packages shipped from all countries.
Michael Kan / PCMag:
Mark Zuckerberg says “We'll need to be rigorous about mitigating” the new risks raised by superintelligence and “careful about what we choose to open source”  —  Meta's CEO says developing superintelligent AI is ‘now in sight.’ But it won't be open source like Llama …
Sri Muppidi / The Information:
Source: OpenAI's monthly revenue grew ~2x in the first seven months of 2025, hitting $12B in annualized revenue; the company's 2025 revenue projection is $12.7B  —  OpenAI roughly doubled its revenue in the first seven months of the year, reaching $12 billion in annualized revenue, according to a person who spoke to OpenAI executives.
Financial Times:
How AI has transformed data center design, with concerns about overspending on AI infrastructure, sparked by DeepSeek, fading amid the ongoing building frenzy  —  The quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed
Financial Times:
The UK's CMA finds that Microsoft's software licensing terms harm competition in the cloud market, may open a probe into Microsoft and Amazon in 2026  —  Watchdog finds UK cloud market ‘not working well’ and recommends conduct requirements for Big Tech  —  Microsoft's software licensing terms …
Cate Lawrence / Tech.eu:
Turkey-based Good Job Games, which develops Match-3 games like the popular Match Villains, raised a $60M Series A, after raising a $23M seed six months ago  —  With $83 million raised in six months, the Turkish mobile game developer is emerging as a new force in global gaming.
RT Watson / The Block:
Tether reports Q2 net profit of $4.9B, a quarterly record, and says it held nearly $9B in bitcoin at the end of the quarter  —  - Tether, the world's largest stablecoin issuer, said it registered a net profit of $4.9 billion, setting a new quarterly record.  The previous record was $4.5 billion, set in Q1 2024.
More: Tether
Abner Li / 9to5Google:
Google plans to start rolling out ML-powered age estimation in the US “over the next few weeks” to detect if users are under 18 and enable existing protections  —  In the US, Google is beginning to use an age estimation model to detect whether Account users are under or over 18.
Reuters:
The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips  —  China's cyberspace regulator said it has asked U.S. semiconductor maker Nvidia (NVDA.O) to explain whether its H20 artificial intelligence chips …

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Michael Bodley / PitchBook:
Max A. Cherney / Reuters:
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