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NASDAQ:NVDA News 28 June 2025 - 13 July 2025

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source large language model “Kimi K2” in July 2025, claiming it outperforms other open models and rivals top U.S. models in coding and complex tasks. Beijing filings showed 39 new data centers in Xinjiang and Qinghai planned to deploy Nvidia H100/H200 GPUs. The plan to build a massive AI supercomputing network in western deserts involves over 115,000 Nvidia chips. Moore Threads and MetaX filed for IPOs on Shanghai’s STAR Market in July to raise about ¥12 billion ($1.65 billion). Biren Technology raised ¥1.5 billion in July and was reportedly eyeing a Hong Kong listing. Huawei offered
13 July 2025
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Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet architecture splits monolithic chips into multiple dies in a single package, improving wafer yields and reducing cost, with AMD reporting up to 70% cost reduction in EPYC servers versus a comparable single-die design. Chiplets enable mixing of process nodes, for example high-density cores on 5 nm while I/O dies run on 16 nm, maximizing performance-per-cost. Chiplet designs decouple innovation paths, allowing CPU cores and memory/I/O to advance on separate timelines. The Universal Chiplet Interconnect Express (UCIe) defines a universal die-to-die interface with data rates from 8 to 32 GT/s, and UCIe 1.0 launched in 2022. 2.5D/3D packaging approaches such
13 July 2025
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Everything Coming in 2025–2026: The Future of Tech Is Finally Here

Everything Coming in 2025–2026: The Future of Tech Is Finally Here

Apple plans to launch the iPhone 17 lineup in September 2025, including iPhone 17, 17 Pro, and 17 Pro Max, all powered by a new A19 chip and featuring a 120 Hz ProMotion display on the base model, with rumors pointing to an ultra-thin iPhone 17 Air variant. An iPhone SE 4 is expected in spring 2025, adopting an all-screen OLED design in two sizes (6.1-inch and Plus) and using Apple’s first 5G modem. Samsung’s Galaxy S25 Ultra is rumored for early 2025 with camera upgrades including seamless video zoom and AI image enhancements, and the S25 family is expected
12 July 2025
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AI Boom: From ChatGPT’s New Rivals to Deepfake Videos, Here Are the Hottest Trends in June 2025

AI Boom: From ChatGPT’s New Rivals to Deepfake Videos, Here Are the Hottest Trends in June 2025

Character.AI has over 20 million active users by 2025, and its mobile app logged 1.7 million first-week downloads compared with ChatGPT’s 0.5 million. Anthropic’s Claude features a 100,000-token memory and a ~75,000-word context window, with improved coding and math skills. Google’s Gemini is a multimodal model in testing by mid-2025, and Google launched AI Studio to experiment with early Gemini models via API. Elon Musk’s xAI released Grok, with Grok-4 reportedly searching Elon Musk’s X tweets to inform answers, and it faced controversy for outputs praising Hitler. Janitor AI saw a 120% jump in search interest in June 2025, Replika
12 July 2025
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Inside the AI Revolution: Who’s Winning, Who’s Losing, and What Comes Next / Updated: 2025, July 10th, 12:01 CET

Inside the AI Revolution: Who’s Winning, Who’s Losing, and What Comes Next / Updated: 2025, July 10th, 12:01 CET

Nvidia became the first company to reach a $4 trillion market capitalization, up from under $600 billion in 2023, a roughly 15x gain over five years driven by demand for AI GPUs. The Harvard AI Index 2025 finds generative AI most impacts entry-level and high-skill jobs, with enterprise adoption rising from 33% to 71% and entry-level productivity up 21–40%. Microsoft laid off 15,000 workers as AI tools saved over $500 million in call centers and generated 35% of new product code. OpenAI completed a $6.5 billion acquisition of Jony Ive’s io Products; the first product is rumored to be a
10 July 2025
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Trusted Execution Environment (TEE) Hardware News – June–July 2025

Trusted Execution Environment (TEE) Hardware News – June–July 2025

Azure announced in June 2025 that SGX-based DCsv2 confidential VM instances will be retired by June 30, 2026, with SGX capacity restrictions starting July 1, 2025 and a migration to DCasv5/ECasv5 or DCasv6/ECasv6 confidential VMs using AMD SEV-SNP or Intel TDX. Intel’s 5th-Gen Xeon Emerald Rapids processors with Trust Domain Extensions (TDX) are debuting in cloud services, with Microsoft Azure launching a preview of TDX-powered VMs in April 2025. Linux kernel 6.16, released mid-2025, merged host support for Intel TDX, signaling readiness for broad deployment. Google Cloud has generally available AMD SEV-SNP-based VMs on 4th Gen EPYC Genoa servers, enabling
10 July 2025
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High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

El Capitan at LLNL leads the June 2025 TOP500 with 1.742 exaFLOPS (HPL) using HPE Cray EX hardware, AMD 4th Gen EPYC CPUs, and MI300A accelerators. Frontier at ORNL is #2 with 1.353 exaFLOPS on HPL, powered by HPE Cray EX235a and AMD 3rd Gen EPYC CPUs plus MI250X GPUs. Aurora at Argonne is #3, delivering 1.012 exaFLOPS on HPL with Intel Xeon Max CPUs and Data Center GPU Max accelerators. JUPITER Booster at Jülich debuted at #4 with 0.793 exaFLOPS (partial) on a BullSequana-based system using NVIDIA Grace Hopper GH200 chips and built by Atos Eviden, containing about 4.8
9 July 2025
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Smart City Platforms & Urban Tech Update (June–July 2025)

Smart City Platforms & Urban Tech Update (June–July 2025)

In June 2025 Genoa, Italy was selected to host Project Hafnia, an AI-driven traffic management platform by Milestone Systems in partnership with NVIDIA, using a digital twin of the city via NVIDIA Omniverse to train vision AI models for real-time congestion mitigation. Dubai’s Roads and Transport Authority signed a 42-month SaaS contract to deploy Iteris ClearGuide for citywide traffic monitoring, turning complex transportation data into actionable insights like bottleneck detection and congestion alerts. In Mumbai, India, JalVimana launched an initial fleet of 11 Candela P-12 electric hydrofoil ferries to form a new electric water transit network aimed at reducing road
8 July 2025
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AI Today: Breakthroughs, Bias, Regulation & the Road Ahead – July 8, 2025 Update

AI Today: Breakthroughs, Bias, Regulation & the Road Ahead – July 8, 2025 Update

The European Union’s AI Act will be fully enforced by mid-2026, establishing strict rules for high-risk AI applications across member states. Capgemini agreed to acquire WNS Holdings for $3.3 billion to accelerate autonomous AI for enterprise operations. At the BRICS summit, UN Secretary-General António Guterres urged multilateral AI governance and announced plans for an independent UN AI advisory body. Ukraine’s Diia app now resolves 52% of support requests using AI, signaling rapid digital-government transformation. The Velvet Sundown, an AI-generated music group, surpassed 1 million Spotify streams in a month. Isomorphic Labs, Google’s DeepMind spin-off, will begin human trials for AI-developed
8 July 2025
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Tech News Deep Dive: Windows 11 Takes Over, iPhone 17 Rumors & AI Surge – Updated July 8, 2025

Tech News Deep Dive: Windows 11 Takes Over, iPhone 17 Rumors & AI Surge – Updated July 8, 2025

Windows 11 overtakes Windows 10, reaching 50.88% of Windows devices by July 2025 according to StatCounter. Nvidia’s market capitalization tops Apple at $3.92 trillion as AI chip demand drives growth, with the Blackwell platform fueling expansion. OpenAI plans to launch GPT-5 this summer, aiming for AGI and combining elements from GPT-4o and GPT-4. The interstellar object 3I/ATLAS enters our solar system in July 2025, described as the largest and brightest visitor yet. The iPhone 17 is rumored to feature a thinner, lighter design with AI-powered camera capabilities and 8K video, powered by the A19 Bionic. Nintendo Switch 2 is expected
8 July 2025
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Perplexity AI: The $14B AI Answer Engine Challenging Google and ChatGPT

Perplexity AI: The $14B AI Answer Engine Challenging Google and ChatGPT

Perplexity AI launched its flagship search engine product on December 7, 2022, founded by Aravind Srinivas, Denis Yarats, Johnny Ho, and Andy Konwinski. Its tech uses a retrieval+generation architecture that performs live web searches and generates answers with inline citations, with Sonar, a modified version of Meta’s Llama 3, as the default model and support for GPT-3.5-turbo, GPT-4-turbo, Claude and other engines. The platform provides concise, sourced answers, supports multimodal inputs such as images and code, allows file uploads, and includes an Internal Knowledge Search for Pro users with up to 500 private files. It operates on a freemium model
7 July 2025
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Tech News Deep Dive: July 2025’s Biggest Stories and Trends / Updated: 2025, July 6th, 00:00 CET

Tech News Deep Dive: July 2025’s Biggest Stories and Trends / Updated: 2025, July 6th, 00:00 CET

Samsung announced global launch of the Galaxy Z Fold 7 and Galaxy Z Flip 7 for July 9, 2025, with IP48 durability, user-replaceable batteries, and the Fold 7 offering a 16GB RAM option and a 4,272mAh battery. Leaks indicate the iPhone 17 Pro Max will include a 5,000mAh battery, enabling about 35 hours of battery life, and feature a slightly thicker body plus design tweaks like a repositioned Apple logo and a modified MagSafe ring, potentially switching from titanium to aluminum. NVIDIA’s RTX 5090 is expected to deliver top-tier performance, but reports warn of a 25%+ rendering and video editing
6 July 2025
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The State of Artificial Intelligence in 2025: Opportunities, Challenges, and Global Shifts / Updated: 2025, July 5th, 12:00 CET

The State of Artificial Intelligence in 2025: Opportunities, Challenges, and Global Shifts / Updated: 2025, July 5th, 12:00 CET

Ford CEO Jim Farley warned that AI will concretely replace half of US white-collar workers. The IMF estimates up to 60% of jobs in advanced economies may be directly affected by AI. Jiahui Yu, co-creator of GPT-4.1 and GPT-4o, moved from OpenAI to Meta in a $100 million deal to lead Meta Superintelligence Labs. Nvidia accounts for 95% of the AI chip market. The UK has emerged as the world’s third-largest AI power, with a $92 billion market and 3,700 AI companies. The EU’s AI Act imposes a risk-based framework with high-risk bans, applies to all providers targeting EU users,
5 July 2025
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OpenAI’s Meteoric Rise: Breakthroughs, Billions, and Backlash in 2025

OpenAI’s Meteoric Rise: Breakthroughs, Billions, and Backlash in 2025

In April 2025 OpenAI announced the GPT-4.1 model family, featuring improved coding abilities and a 1,000,000 token context window. In March 2025 OpenAI released the new multimodal image generation model called 4o, enhancing image capabilities. In June 2025 OpenAI and Mattel announced an AI-powered toy collaboration, with the first Mattel product using OpenAI tech expected late 2025. In February 2025 OpenAI and SoftBank Group disclosed a plan to deploy Advanced Enterprise AI, including a Cristal intelligence system, with SoftBank committing $3 billion per year and a SB OpenAI Japan joint venture. In March 2025 veteran researcher Mark Chen was promoted
4 July 2025
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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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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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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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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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Stock Market Today

Energy stocks set for a geopolitical week after Iran warning and oil rebound

Energy stocks set for a geopolitical week after Iran warning and oil rebound

7 February 2026
U.S. energy stocks rose Friday, with the S&P 500 energy sector up 1.88% and Exxon Mobil gaining 2.03%. Brent crude settled at $68.05 a barrel after Iran threatened U.S. bases if attacked. Saudi Aramco cut March Arab Light crude prices to a five-year low for Asia. Kazakhstan’s CPC Blend exports may drop 35% this month due to Tengiz oilfield disruptions.
Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
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