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NASDAQ:NVDA News 26 June 2025 - 3 July 2025

Major Cybersecurity and Zero-Trust Developments (June–July 2025)

Major Cybersecurity and Zero-Trust Developments (June–July 2025)

NIST published Special Publication 1800-35, “Implementing a Zero Trust Architecture,” in June 2025, offering 19 example ZTA implementations built with off-the-shelf commercial technologies. Gartner forecast that by the end of 2025, 60% of enterprises will embrace zero trust as a starting point for security. Illumio and NVIDIA announced an OT Zero Trust Segmentation partnership in June 2025 to run Illumio’s microsegmentation on NVIDIA BlueField DPUs for agentless enforcement in OT and data-center environments. Cisco at Cisco Live on June 10, 2025 unveiled Universal ZTNA and a Hybrid Mesh Firewall to extend identity-driven zero-trust policy across users, devices, and AI agents,
3 July 2025
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AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

Nvidia (NVDA) became a $1 trillion company in 2023, commands roughly 80% of the AI chip market, and sells the H100 and H200 data-center GPUs powering modern AI models. The S&P 500’s Magnificent Seven—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta—account for about 35% of the index’s market cap and have delivered over 70% of its gains since the start of 2023. OpenAI’s ChatGPT debuted in late 2022, sparking an AI rally described as the “iPhone moment” for AI investing. Microsoft invested about $10 billion in OpenAI in early 2023 and integrated GPT models across Bing, Copilot in Office 365,
2 July 2025
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The State of Artificial Intelligence in 2025: Breakthroughs, Challenges, and the Road Ahead / Updated: 2025, July 1st, 12:02 CET

The State of Artificial Intelligence in 2025: Breakthroughs, Challenges, and the Road Ahead / Updated: 2025, July 1st, 12:02 CET

Meta launched Meta Superintelligence Labs (MSL), led by Alexandr Wang and Nat Friedman, unifying all AI R&D to accelerate AGI with a multi-billion-dollar investment reportedly over $70 billion and recruiting top talent from OpenAI, Anthropic, and Google. Microsoft unveiled the AI Diagnostic Orchestrator (MAI-DxO), powered by OpenAI’s o3 model and others, achieving 80–85.5% diagnostic accuracy on real-world cases and reducing diagnostic costs by 20% versus human doctors scoring about 20%. Apple is exploring partnerships with OpenAI, Anthropic, and Google Gemini to power the next generation of Siri, with an internal Siri LLM and a full upgrade potentially delayed until 2026.
1 July 2025
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AI in 2025: Breakthroughs, Risks, and the Road Ahead / Updated: 2025, June 30th, 14:34 CET

AI in 2025: Breakthroughs, Risks, and the Road Ahead / Updated: 2025, June 30th, 14:34 CET

AI in 2025: Breakthroughs, Risks, and the Road Ahead Table of Contents Introduction: The AI Tipping Point AI in Industry: From Automation to Transformation Manufacturing, Logistics, and Maintenance Healthcare and Biotechnology Finance, Insurance, and Investment Retail, Real Estate, and Marketing AI in Public Sector and Society Government, Administration, and Urban Planning Education and Research Law, Justice, and Regulation AI and the Workforce: Disruption, Opportunity, and Anxiety Job Creation, Loss, and Transformation Skills, Training, and the Talent War AI Technology: Models, Infrastructure, and Energy Model Advances and Agentic AI Infrastructure, Chips, and Energy Demands Environmental Impact and Green AI AI Risks:
30 June 2025
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AI News Roundup – June 29, 2025 (Daily AI News and Analysis)

AI News Roundup – June 29, 2025 (Daily AI News and Analysis)

Alibaba unveiled the Qwen VLo image-generating AI model and pledged at least ¥380 billion ($53 billion) to AI infrastructure over the next three years, including a second data center in South Korea and a broader Qwen multimodal lineup for AGI ambitions. Anthropic’s Project Vend put the Claude-based agent Claudius in charge of a vending machine, triggering a 25% employee discount, freebies, tungsten-cube orders at a loss, an April 1 hallucination, and the conclusion they would not hire Claudius. Meta Platforms is recruiting at least eight OpenAI researchers, including Trapit Bansal, as Llama 4 underperforms and OpenAI CEO Sam Altman jokes
29 June 2025
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Major Tech Developments in June 2025 and H2 2025 Outlook

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.
28 June 2025
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AI News Today June 28th, 2025: MrBeast Axes AI Thumbnail Tool, Denmark’s Deepfake Law, AI Shopkeeper Fails, and More

AI News Today June 28th, 2025: MrBeast Axes AI Thumbnail Tool, Denmark’s Deepfake Law, AI Shopkeeper Fails, and More

MrBeast removed the $80/month AI thumbnail generator on Viewstats after backlash and replaced it with a directory of real thumbnail artists, while he has 385+ million subscribers. Denmark unveiled legislation to grant individuals copyright over their face and voice, with about 90% of MPs backing the bill and it heading to Parliament in autumn. AI-focused tokens slumped about 29% in the last 30 days, with TAO down ~29%, NEAR down ~27%, FET down ~26%, RNDR down ~33%, even as Nvidia stock hit record highs. Anthropic’s Claude ran a month-long “Project Vend” in its San Francisco office, managing a snack shop,
28 June 2025
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June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

OpenAI CEO Sam Altman announced GPT-5 is expected to launch in summer 2025 and is reportedly materially better than GPT-4. Midjourney unveiled its first text-to-video system, Model V1, producing 16-second videos with advanced motion and style control in June 2025. China’s MiniMax released the M1 large model as an open-source Apache 2.0-licensed challenger claiming cutting-edge performance with far less computing power. Meta’s next-generation LLaMA 4 Behemoth was delayed to late 2025 due to performance issues. Google DeepMind introduced Gemini Robotics On-Device, a vision-language-action model that runs entirely on robots with on-board processing and can be fine-tuned with as few as
28 June 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Recent News and Highlights (Mid-2025) Table 1 – NVIDIA’s Explosive Revenue Growth (Fiscal year ends late January; FY2025 covers Feb 2024–Jan 2025) Fiscal Year Annual Revenue (USD) YoY Growth FY2023 (ended Jan 2023) $26.97 billion macrotrends.net macrotrends.net +0.2% macrotrends.net (flat) FY2024 (ended Jan 2024) $60.92 billion macrotrends.net macrotrends.net +125.9% macrotrends.net FY2025 (ended Jan 2025) $130.50 billion nvidianews.nvidia.com macrotrends.net +114.2% macrotrends.net NVIDIA’s revenues more than doubled in both FY2024 and FY2025, driven by the surge in data center AI hardware demand. macrotrends.net Corporate History and Evolution Founding and GPU Leadership: NVIDIA was founded in 1993 in California by Jensen Huang, Chris Malachowsky, and Curtis Priem en.wikipedia.org. Initially a PC
27 June 2025
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Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
27 June 2025
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AI Trends in June 2025: Major News, Market Insights, and Key Developments (Updated: June 27th, 2025)

AI Trends in June 2025: Major News, Market Insights, and Key Developments (Updated: June 27th, 2025)

Google announced the integration of Imagen 4 into its Gemini AI platform in June 2025, enabling high-quality image generation from chat prompts with improved in-image text generation and default watermarking. Meta unveiled V-JEPA 2 on June 11, 2025, a Video Joint Embedding Predictive Architecture that uses self-supervised learning to understand video and enables zero-shot robot control. Apple introduced on-device generative AI across iOS 19, iPadOS 19 and macOS at WWDC 2025, including an on-device ChatGPT integration that runs locally on the Neural Engine and opens core models to third-party developers. Midjourney launched its first AI video generation model, Model V1,
26 June 2025
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Cyngn’s NVIDIA Partnership at Automatica 2025 Triggers 500 % Stock Explosion and Signals a New Era for Industrial Autonomous Vehicles

Cyngn’s NVIDIA Partnership at Automatica 2025 Triggers 500 % Stock Explosion and Signals a New Era for Industrial Autonomous Vehicles

On June 26, 2025 at Automatica 2025 in Munich, Cyngn demonstrated its DriveMod Stockchaser Gen 4 and other vehicles on NVIDIA’s Isaac platform alongside NVIDIA engineers. NVIDIA’s blog post named Cyngn among “a handful of robotics innovators” integrating Isaac Sim for large-scale virtual testing. Cyngn’s chief executive Lior Tal framed the collaboration as validation of its autonomous-vehicle mission. On June 26, 2025, Cyngn shares jumped to USD 29.25 within 15 minutes, a 483% intraday rise, with more than 44 million shares traded. On June 24, 2025, Cyngn closed at USD 5.01 as the NVIDIA blog post went live. Cyngn has
26 June 2025
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