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NASDAQ:NVDA News 21 July 2025 - 9 August 2025

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

OpenAI launched GPT-5 on Aug. 7, 2025, touting expert-level capabilities and 700 million ChatGPT users. On Aug. 7, 2025, the U.S. Commerce Department began licensing Nvidia to export its H20 AI chips to China, reversing a ban and potentially restoring access to a huge market. AMD shares fell 5.1% and SMCI dropped 18.2% after Q2 data-center results disappointed, with AMD data-center revenue rising 14% to $3.2 billion but under forecasts. Nvidia and Broadcom hit all-time highs and notched record closes as the AI chip rally regained momentum. Meta Platforms raised $29 billion for AI data centers, with about $26 billion
9 August 2025
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Grok 4: Elon Musk’s “PhD-Level” AI Outshines OpenAI & Google on Major Benchmarks

The AI Chatbot Showdown of 2025: Grok vs DeepSeek vs Perplexity

Grok is Elon Musk’s xAI chatbot built on the Grok LLM family, with Grok-4 released in July 2025 and Grok-3 trained in a 200,000-GPU data center codenamed Colossus, plus built-in web search by late 2024 and multimodal image generation via Aurora. Grok-4 is integrated into Tesla vehicles as an onboard voice assistant as of July 2025, and the platform introduced Companions avatars and a Reasoning/Think mode during 2025. Grok-1 weights were open-sourced in early 2024, but Grok-4 remains proprietary, with consumer access initially via X Premium+ and later broadened to a trial for all X users in February 2025. In
7 August 2025
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WIZ.AI vs Cognigy vs Kore.ai – The Ultimate 2025 Conversational AI Platform Showdown

WIZ.AI vs Cognigy vs Kore.ai – The Ultimate 2025 Conversational AI Platform Showdown

WIZ.AI is a Singapore-based voice-centric conversational AI provider that launched TalkGPT in 2023 as the region’s first ChatGPT-powered customer engagement solution. WIZ.AI claims 98% of users cannot tell they are speaking with a bot due to hyper-localized vocabularies and the ability to mimic local accents. By 2024, WIZ.AI had 300 clients across 17 countries, expanding from Asia into the U.S., the Middle East and Latin America. WIZ.AI operates a 13-billion-parameter LLM powering dialogue management and has domain-specific models, including a Bahasa Indonesia foundation model. In June 2025, WIZ.AI announced a partnership with Agora to enable low-latency real-time voice calls and
7 August 2025
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NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 features 180 GB of HBM3e memory per GPU with up to 8 TB/s bandwidth, 18 PFLOPS FP4 tensor throughput, 9 PFLOPS FP8, and 4.5 PFLOPS FP16, plus a second-generation Transformer Engine. NVIDIA claims DGX B200 delivers about 3× the training performance and 15× the inference performance of DGX H100 in end-to-end workflows. Google’s TPU v6e, codenamed Trillium, delivers 918 TFLOPS BF16 per chip, 1.836 PFLOPS INT8, 32 GB of HBM per chip, and 1.6 TB/s bandwidth per chip, with a 256-chip pod delivering about 234.9 PFLOPS BF16. AMD Instinct MI350X/MI355X offer 288 GB of HBM3e, up to
5 August 2025
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AI Gold Rush Accelerates as Tech Titans Unveil New Tools, Regulators Hit the Brakes (July 30–31, 2025)

AI Gold Rush Accelerates as Tech Titans Unveil New Tools, Regulators Hit the Brakes (July 30–31, 2025)

OpenAI’s Stargate Norway data center, built in Narvik with Norwegian partner Aker and infrastructure provider Nscale, will deploy 100,000 NVIDIA GPUs by 2026, start at 230 MW with plans to expand to 520 MW, run on 100% renewable hydropower, and operate under the OpenAI for Countries program to provide sovereign AI capacity. On July 29, OpenAI rolled out ChatGPT Study Mode, a Socratic-style tutor that guides learners step-by-step, is optional to toggle on/off mid-conversation, and, in early tests, refuses to directly write essays. Anthropic launched Claude for Financial Services, its first sector-specific AI assistant designed for banking, insurance, and investment
31 July 2025
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AI in Overdrive: Weekend of Breakthroughs, Big Tech Moves & Dire Warnings (July 27–28, 2025)

AI in Overdrive: Weekend of Breakthroughs, Big Tech Moves & Dire Warnings (July 27–28, 2025)

On July 27–28, 2025, the White House unveiled an AI Action Plan calling for open-source and open-weight AI models to be freely available worldwide and for regulatory hurdles to be slashed to accelerate innovation. During the July 27–28 weekend, President Trump signed executive orders to expedite AI infrastructure projects and require federally funded AI to maintain political neutrality. At WAIC in Shanghai on July 28, 2025, Premier Li Qiang announced plans for a new international AI cooperation organization to jointly develop and govern AI and urged a global governance framework with broad consensus. The Model-Chip Ecosystem Alliance linked Huawei, Biren,
28 July 2025
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Weekend in AI: China’s Global Gambit, Tech Giants’ Moves & a “Godfather” Warning (July 26–27, 2025)

Weekend in AI: China’s Global Gambit, Tech Giants’ Moves & a “Godfather” Warning (July 26–27, 2025)

At WAIC 2025 in Shanghai, Chinese Premier Li Qiang announced plans to create a new international organization to jointly develop and govern AI, warned that AI could become an exclusive game for a few nations or companies without a global governance consensus, and unveiled a governance action plan inviting worldwide collaboration via open-source communities. UN Secretary-General Antonio Guterres told WAIC that establishing AI rules will be a defining test of international cooperation. U.S. President Donald Trump unveiled America’s AI Action Plan to deregulate AI development, accelerate data-center and chip-fab buildouts, and expand exporting American AI to allies. DeepMind’s Aeneas AI
27 July 2025
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Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Chipmakers & Hardware Shake-Ups Electric Vehicles & Automotive Cybersecurity & Data Breaches Space & Telecom Tech Policy & Regulation Consumer Tech & Software Updates Sources: Reuters, TechCrunch, Engadget, TS2 Technology Roundups reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com ts2.tech reuters.com techcrunch.com, et al.
25 July 2025
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AI Revolution Unleashed: GPT-5, Global Showdowns, and Tech Turmoil (July 24–25, 2025)

AI Revolution Unleashed: GPT-5, Global Showdowns, and Tech Turmoil (July 24–25, 2025)

OpenAI plans to release GPT-5 as early as August 2025, merging multiple specialized “o-series” models into a single versatile AI that can utilize all available tools. Ash, Slingshot AI’s therapy-focused AI, launched publicly after 18 months in beta with $93 million in funding and clinical advisers including a former NIMH director. Unitree Robotics unveiled the bipedal humanoid robot R1 priced at ¥39,900 (~$5,600), weighing 25 kg, and equipped with a multimodal LLM for vision and speech. The Trump AI Action Plan, a 28-page blueprint with about 90 recommendations and three executive orders, aims to roll back environmental constraints and expand
25 July 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix plans to double its sales of high-bandwidth memory chips this year to meet surging AI demand and will boost CAPEX, especially for HBM production. Intel’s new CEO Lip-Bu Tan is shifting from the 18A process to the 14A process to make Intel Foundry Services more competitive and catch up to TSMC. Nvidia’s high-end H20 AI chips sales to China were allowed to resume by the U.S. government, a win that bolsters demand for TSMC’s most advanced manufacturing lines. SK Hynix posted a record Q2 with operating income up 69% to ₩9.2 trillion ($6.7 billion) and revenue up 35%
24 July 2025
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AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review
23 July 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

The GeForce RTX 4090 is the fastest gaming GPU in mid-2025, featuring 24 GB of GDDR6X, 3rd-gen RT cores, 4th-gen Tensor cores, and launched at $1,599 in 2022–2023. NVIDIA released the RTX 5090 in early 2025 as a halo card, but its supply is so limited that the RTX 4090 remains the practical top-end for most buyers. AMD’s Radeon RX 7900 XTX uses a chiplet RDNA3 design, includes 24 GB of GDDR6 memory, carries about 355 W board power, and is priced at $999. The RX 7900 XTX often trades blows with the RTX 4080, sometimes outperforming the 4080 in
21 July 2025
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