Major Tech Developments in June 2025 and H2 2025 Outlook
At WWDC 2025, Apple opened on-device AI—a ~3-billion-parameter LLM—to third-party developers. Microsoft reported 33% year-over-year Azure growth in Q1 2025 and noted roughly 30% of its code is AI-authored. Google rolled out the Search Generative Experience with AI Mode and launched the AI Ultra Plan at $250 per month in June 2025. OpenAI reached a $10 billion annual revenue run-rate by June 2025 and began using Google’s TPUs alongside Azure. Nvidia reported Q1 fiscal 2026 revenue of $44.1 billion, up 69% year over year, with data-center sales of $39 billion and began full-scale production of Blackwell NVL72 chips in mid-2025.
