| 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 … | 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 … | 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.| 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| CNBC: |
Meta's Reality Labs Q2: revenue up 5% YoY to $370M, vs. $381M est., and a $4.53B operating loss, vs. $4.99B est.; Reality Labs has lost nearly $70B since 2020 — Meta's Reality Labs, the unit tasked with building the futuristic metaverse, continues bleeding money.| Jonathan Vanian / 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 … | Katie Roof / Bloomberg: |
Anaconda, which provides AI development tools for developers and data scientists, raised $150M+ led by Insight Partners, source says at a $1.5B valuation — Artificial intelligence startup Anaconda Inc. has raised a new funding round that values the company at $1.5 billion, according to a person familiar with the matter.| Michael Acton / Financial Times: |
Arm CEO Rene Haas says the company is accelerating its R&D spending as it considers offering “full end solutions”, suggesting plans to launch its own chips — SoftBank-owned UK group's strategic shift would upend chip ecosystem — UK chip company Arm confirmed it was exploring … | 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.| Semafor: |
Sources: Trump administration is reconsidering plans to replace the Biden-era AI export rules as part of a broader softening on chip controls targeting China — The Trump administration is easing off its tough-on-China approach to technology export controls as it searches for leverage … | 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 … | Bloomberg: |
Sources: Klarna is considering reviving its potential NY IPO as soon as September, after earlier putting plans on hold amid market turbulence due to tariffs — Klarna Group Plc is considering reviving its potential New York initial public offering as soon as September, people familiar with the matter said … | Jess Weatherbed / The Verge: |
Uber Eats adds AI tools to generate for menu item descriptions, enhance food images, and more; it will pay customers in some countries for uploading food photos — Some customers can also get paid for uploading pictures of their meals. … The menus on your next Uber Eats order may be embellished using generative AI.| 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.| 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.| Yoolim Lee / Bloomberg: |
SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products — SK Hynix Inc. surpassed Samsung Electronics Co. as the world's top memory maker in the second quarter, largely due to AI-driven demand.| Tamara Djurickovic / Tech.eu: |
Oxford-based Ultromics, which has developed the first FDA-cleared, Medicare-reimbursed AI tools for cardiology diagnostics, raised a $55M Series C — The funding will accelerate Ultromics' mission to advance heart disease detection and scale EchoGo®, its AI platform for earlier, more accurate diagnoses.| Anthony Hughes / Bloomberg: |
Fleet management software provider Motive raises $150M led by Kleiner Perkins; the company reportedly could go public by the end of 2025 — Fleet tracking and driver safety startup Motive Technologies Inc. raised $150 million from a private funding round led by venture capital firm Kleiner Perkins … | 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 … | Chris Eudaily / CNBC: |
Roblox reports Q2 revenue up 21% YoY to ~$1B, Bookings up 51% YoY to ~$1.4B, above $1.24B est., and DAUs up 41% YoY to 111.8M, above 106M est.; RBLX jumps 15%+ — Roblox stock soared 16% Thursday after the company reported second-quarter revenue that beat expectations amid strong user growth.| Will Douglas Heaven / MIT Technology Review: |
Profiles of OpenAI's heads of research Mark Chen and Jakub Pachocki, where they discuss the path toward more capable reasoning models and superalignment — For the past couple of years, OpenAI has felt like a one-man brand. With his showbiz style and fundraising glitz …
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| Chandni Shah / Reuters: |
| Michael Bodley / PitchBook: |
| Max A. Cherney / Reuters: |
| Kif Leswing / CNBC: |