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NASDAQ:NVDA News 14 July 2025 - 21 July 2025

AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

The AI accelerator chips market is projected to exceed $360 billion by 2032, up from $28.5 billion in 2024, with about 37.4% CAGR. In 2024, GPUs accounted for about 35% of AI accelerator revenue, while custom AI ASICs were the fastest-growing segment at 43%+ CAGR. Cloud data centers dominate AI chip demand at roughly 75%, while edge AI chips are growing at more than 40% annually. North America held about 44% of the AI accelerators market in 2024, and NVIDIA commanded over 80% of data-center AI accelerator hardware. Hyperscalers like Google with TPU and AWS with Inferentia/Trainium have built in-house
21 July 2025
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The Future Is Here: AI’s Most Shocking Developments on July 20, 2025

The Future Is Here: AI’s Most Shocking Developments on July 20, 2025

OpenAI’s latest experimental reasoning model achieved a gold medal performance at the International Math Olympiad by solving 5 of 6 problems under contest conditions. GPT-5 is reportedly on the horizon as a system of specialized models with a smart router, not a single monolith. Demis Hassabis, CEO of DeepMind, predicted AI could reach human‑level problem‑solving within five years, calling the shift bigger than the Industrial Revolution. NVIDIA and university labs introduced DiffusionRenderer, a tool that can insert CGI elements into real videos, demonstrated with an AI-generated dragon casting lifelike shadows. OpenAI rolled out ChatGPT Agent mode, letting the chatbot browse
20 July 2025
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AI Weekend Shockwave: Global Breakthroughs, Big Tech Bets & Bold Moves (July 19–20, 2025)

AI Weekend Shockwave: Global Breakthroughs, Big Tech Bets & Bold Moves (July 19–20, 2025)

OpenAI rolled out ChatGPT Agent mode, allowing the chatbot to take actions on a user’s behalf using a built‑in browser and plugins, with access granted to paying subscribers. AWS announced AgentCore, a toolkit to build enterprise AI agents at scale, featuring seven agent services and an AI Agents Marketplace, plus a $100 million fund for agentic AI startups. Meta Platforms formed a new Superintelligence Labs unit and vowed to invest hundreds of billions in AI, hiring Mark Lee and Tom Gunter from Apple and Alexandr Wang of Scale AI as part of an aggressive recruitment drive for AGI, and planning
20 July 2025
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Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

In July 2025, Defense Secretary Pete Hegseth ordered Microsoft to halt China-based engineering on Pentagon cloud work, with Frank Shaw saying no China-based teams will provide technical assistance and the involvement ending immediately. Blackstone withdrew from the TikTok US sale bid led by Susquehanna and General Atlantic, a consortium that could have given US owners an 80% stake, as the forced divestment deadline was pushed to Sept. 17. On July 21, 2025, India’s Enforcement Directorate summoned Google and Meta executives for questioning in a probe into illicit online betting ads and whether the platforms accepted payments to promote them. Nvidia
19 July 2025
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Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

In 2025 Dell retired its XPS, Inspiron, and OptiPlex brands in favor of a three‑tier “good‑better‑best” lineup: Dell, Dell Pro, and Dell Pro Max. HP unified its consumer PCs under the Omni branding in 2025, introducing OmniDesk desktops, OmniBook laptops, and OmniStudio all‑in‑ones. Apple’s Mac Studio (M2 Ultra, 2023) is a compact 3.7L system with up to 128GB RAM and a 60‑core GPU, while the Mac Pro (2023) offers 7 PCIe slots but cannot upgrade its GPU. At CES 2025 NVIDIA’s GeForce RTX 5090 features 92 billion transistors and 32GB of GDDR7 memory with DLSS 4, while top gaming desktops
19 July 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

TSMC posted a 60% year-on-year jump in quarterly profit, its highest ever, as AI chip demand surged, with Nvidia allowed to resume selling H20 AI chips to China and up to 40% sales growth forecast next quarter. Nvidia’s market value recently touched $4 trillion, making it the world’s most valuable semiconductor firm. Google is adding Gemini-powered Duplex agent calls to Search, enabling the AI to call local businesses in the US to check pricing, announce itself as an AI, relay results via text, and it includes Gemini 2.5 AI Mode, Gemini 2.5 Pro, plus an AI Deep Search feature. Delta
17 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

On July 11, 2025, Nvidia closed above a $4 trillion market cap, the first company ever to do so. On July 14, 2025, Nvidia closed at $164.07, down 0.5%, after trading between $162.02 and $165.49 intraday. Nvidia was up about 22% year-to-date and 27% year-over-year as of July 14–15, 2025. On July 15, 2025, Nvidia surged over 5% in pre-market trading to around $172 after news the U.S. would allow export licenses for its H20 AI GPUs to China. At a $4 trillion valuation, Nvidia accounts for roughly 7.5% of the entire S&P 500 by itself. Nvidia unveiled a China-tailored
15 July 2025
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AI Supremacy, Space Odyssey & Tech Shakeups: The Biggest Tech News of July 2025

AI Supremacy, Space Odyssey & Tech Shakeups: The Biggest Tech News of July 2025

In July 2025, Nvidia briefly surpassed a $4 trillion market capitalization, becoming the world’s first company to reach a $4T valuation. In July 2025, Google DeepMind signed a $2.4 billion deal to license Windsurf technology after OpenAI’s $3 billion Windsurf bid collapsed, an acqui-hire boosting Project Gemini. Moonshot AI released Kimi K2, a 1-trillion-parameter open-source model that matches or outperforms top closed models on coding and reasoning benchmarks. Baidu open-sourced ERNIE 4.5, a model family up to 424 billion parameters, claiming it rivals top Western models at half the size. On July 2, SpaceX’s Falcon 9 achieved its 500th orbital
15 July 2025
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Samsung Galaxy Z Fold7 – Samsung’s Ultra-Thin Foldable Redefines the Game

Samsung’s Jam-Packed July 2025: Foldable Frenzy, Chip Woes & Legal Showdowns

Samsung unveiled the Galaxy Z Fold7, which is 10% lighter and 26% thinner than its predecessor, with a 7.6-inch main display, a 200MP main camera, and a Snapdragon 8 Elite chipset priced at $1,999. The Galaxy Z Flip7 features a 4.1-inch cover screen, a 6.9-inch internal display, a tougher hinge, and an Exynos 2500 processor, giving it a “more like a Galaxy S25 Ultra” feel. Samsung introduced the Galaxy Z Flip7 FE, the first Fan Edition foldable, with the same 6.7-inch internal and 3.4-inch cover displays, 4,000mAh battery, dual cameras, 8GB RAM, and an Exynos 2400, priced at $899. Samsung
15 July 2025
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Tech Titans Clash: AI Superclusters, $4 Trillion Milestone & Prime Day Records (July 14 2025)

Tech Titans Clash: AI Superclusters, $4 Trillion Milestone & Prime Day Records (July 14 2025)

Meta’s AI power play: the first mega-cluster, Prometheus, comes online in 2026, with a second (Hyperion) scaling to 5 gigawatts later, and Zuckerberg boasts that one cluster covers a significant part of Manhattan’s footprint. Zuckerberg personally leads a “talent raid” to hire top engineers after Meta invested $14.3 billion in Scale AI, and in 2025 Meta raises capital expenditures to $64–72 billion. Meta’s crackdown on unoriginal content includes removing about 10 million imposter profiles and penalizing over 500,000 accounts, while testing a feature to link duplicates to the original creator. Meta faces an $8 billion shareholder lawsuit in Delaware Chancery
15 July 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly hit a $4 trillion market capitalization last week, with shares rising to an all-time high of $164.42. Nvidia’s value has roughly tripled in about a year after first crossing $1 trillion in mid-2023. Microsoft closed Monday at $503.51 as part of the AI rally lifting the Magnificent 7. Apple is down about 16% year-to-date, erasing more than $630 billion in market value and prompting talk of a bolder AI strategy, including rumors of Perplexity AI. Meta Platforms announced plans to spend hundreds of billions on AI infrastructure, with Prometheus online in 2026 and Hyperion scaling to 5 GW,
14 July 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia briefly reached a $4 trillion market value in July 2025, with shares peaking at $164.42 on July 9 and closing that day at about a $3.97 trillion market cap. Nvidia guided about $45 billion in quarterly revenue for Q2 FY2026 (the quarter ending July). Nvidia unveiled the GeForce RTX 5050 desktop GPU with the Blackwell architecture, 2,560 CUDA cores and 8GB GDDR6, starting at $249 and delivering roughly 60% higher traditional graphics performance and up to 4× faster ray tracing with DLSS 4 AI upscaling. GeForce RTX 5050 Laptop GPUs began shipping in early July, with notebooks starting at
14 July 2025
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