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NASDAQ:ORCL 4 July 2025 - 22 September 2025

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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance

On September 22, 2025, OpenAI and Nvidia announced an unprecedented strategic partnership to build out a massive new AI computing infrastructure openai.com. Under a letter of intent, Nvidia will supply OpenAI with at least 10 GW worth of AI systems – powered by its latest GPUs – and invest up to $100 billion in OpenAI as these data centers come online openai.com. The goal is to dramatically expand OpenAI’s capacity to train and deploy advanced AI models, including future iterations of GPT and other AI systems “on the path to deploying superintelligence” openai.com. In practical terms, 10 GW of computing is enormous: on the order of millions of AI chips and equivalent to the output of about ten large power plants techcrunch.com. “Nvidia and OpenAI have pushed each other for a decade… This investment and infrastructure partnership mark the next leap forward – deploying 10 gigawatts to power the next era of intelligence,” said Nvidia CEO Jensen Huang openai.com.
22 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s latest earnings quarter shocked Wall Street and sent its stock soaring on an AI-fueled wave of optimism. Shares of Oracle jumped as much as 35–40% intraday and closed up about 36% on Wednesday, marking the company’s largest one-day gain in over three decades startupnews.fyi. This remarkable rally added roughly $250 billion to Oracle’s market capitalization and briefly vaulted Larry Ellison – who owns about 40% of Oracle – to the top of global wealth rankings startupnews.fyi. Ellison’s net worth climbed by nearly $100 billion in a day to around $393 billion, putting him neck-and-neck with Tesla’s Elon Musk in some real-time wealth estimates reuters.com calcalistech.com.
11 September 2025
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AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

OpenAI’s Historic Cloud Deal with Oracle: OpenAI and Oracle have reportedly inked a $300 billion cloud computing deal, securing massive computing power for OpenAI over the next five years techcrunch.com. If confirmed, it ranks among the largest cloud contracts ever. Oracle declined comment and OpenAI hasn’t confirmed it, but the sheer scale sent shockwaves through the industry. Oracle’s stock skyrocketed 36% in one day – its biggest jump since 1992 – lifting its valuation close to $1 trillion reuters.com. This “Oracle mania” ignited an AI-fueled rally in Asian tech markets from Tokyo to Taipei reuters.com reuters.com, reflecting investor excitement that AI demand will supercharge Oracle’s cloud business. Notably, OpenAI has been diversifying its cloud partners: it began tapping Oracle in 2024 and even signed a cloud deal with Google earlier this year techcrunch.com techcrunch.com, signaling a break from exclusive reliance on Microsoft’s Azure.
11 September 2025
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AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

Oracle on Sept 9 stunned investors by revealing its Oracle Cloud Infrastructure business had booked an RPO of $455 billion – and expects it to exceed $500 billion soon – as enterprises rush to deploy AI applications. CEO Safra Catz told analysts OCI revenue growth would reach 77% this fiscal year and “on to $144 billion over the subsequent four years” reuters.com. Morgan Stanley observers noted Oracle’s claim to seamlessly connect its databases with AI models like ChatGPT, Gemini and Grok was resonating.
10 September 2025
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Undersea Cable Chaos, iPhone 17 “Air” Reveal & $500B Cloud Bombshell – The Biggest Tech News (Sept 9–10, 2025)

Undersea Cable Chaos, iPhone 17 “Air” Reveal & $500B Cloud Bombshell – The Biggest Tech News (Sept 9–10, 2025)

Apple’s latest devices on display at the September 9 launch event in Cupertino. Apple introduced its 2025 lineup of devices at a splashy Cupertino event. Leading the announcements was the iPhone 17 Air, Apple’s thinnest phone ever at just 5.6 mm reuters.com. This new “Air” model slots between the base iPhone 17 and the Pro flagships as a premium mid-tier option reuters.com. Despite its slim build, it packs the same high-end A19 Pro processor as the Pro, and Apple execs touted it as offering “MacBook Pro levels of compute in an iPhone” reuters.com. The standard iPhone 17 got a 6.3-inch high-refresh display and an upgraded 48 MP camera, while the iPhone 17 Pro introduced a new aluminum unibody design, a vapor-chamber cooling system for sustained performance, and up to 2 TB of storage – a first for iPhone reuters.com reuters.com.
10 September 2025
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August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

August 2025 has been packed with major technology developments – from stunning advances in artificial intelligence and big moves in consumer gadgets, to headline-grabbing cybersecurity breaches and record-breaking feats in space. This comprehensive roundup covers all the key news across AI, consumer electronics, cybersecurity, enterprise tech, software, hardware, space exploration, social media, electric vehicles, and telecommunications. Read on for the biggest stories of the month, expert insights, and links to official sources for more detail.
20 August 2025
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AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

Artificial intelligence stocks remained firmly in the spotlight over the weekend, as fresh disclosures and announcements from August 16–17 revealed big investors doubling down on AI winners, chipmakers navigating geopolitical twists, a surprise strategy shift at Tesla, and a heated debate over soaring valuations. AI bellwethers like Nvidia, AMD, and Palantir saw significant developments, while tech giants Microsoft, Amazon, and others leveraged alliances and faced regulatory scrutiny. AI-focused exchange-traded funds also reflected the sector’s momentum. Below is a comprehensive roundup of the latest AI stock news and market moves, with key quotes from industry voices.
17 August 2025
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AI Frenzy: Billion-Dollar Bets, Self-Learning Breakthroughs & Legal Showdowns – Global AI Roundup (Aug 13–14, 2025)

AI Frenzy: Billion-Dollar Bets, Self-Learning Breakthroughs & Legal Showdowns – Global AI Roundup (Aug 13–14, 2025)

Meta’s AI Shows Signs of Self-Learning: Facebook parent Meta revealed that its latest AI systems “are beginning to improve themselves without human intervention,” a development CEO Mark Zuckerberg hailed as “the first step towards achieving artificial superintelligence” uz.kursiv.media. In a policy memo, Zuckerberg noted “glimpses” of self-improvement – “slow for now, but undeniable” – emerging in recent months uz.kursiv.media. While optimistic about AI’s potential, he warned Meta will no longer openly release its most powerful models, tightening controls to manage risks uz.kursiv.media. This cautious stance comes as academia and industry race to build AIs that can rewrite their own code uz.kursiv.media, fueling debates on how to safely shepherd AI toward greater autonomy.
14 August 2025
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Python’s Game-Changer, AI’s Big Letdown & Ada’s Surprise Comeback – Programming News Roundup (July 23-24, 2025)

Python’s Game-Changer, AI’s Big Letdown & Ada’s Surprise Comeback – Programming News Roundup (July 23-24, 2025)

This week delivered a whirlwind of programming news – from a major Python update that breaks a decades-old limitation, to an AI coding competition that exposed how far code-generating models still have to go, and even a 40-year-old language surging in popularity. We’ve compiled all the key developments across languages, tools, AI, open source, security, and more. Read on for the latest updates every developer should know, with expert insights into why they matter.
24 July 2025
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AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI Tackles Advanced Math: In a milestone for AI reasoning, models from Google and OpenAI achieved gold-medal scores at the International Mathematical Olympiad reuters.com. It marks the first time AI systems crossed the Olympiad’s top-tier threshold, each solving 5 out of 6 challenging problems using new “general-purpose reasoning” methods that rely on natural language understanding reuters.com reuters.com. “I think the moment we can solve hard reasoning problems in natural language will enable the potential for collaboration between AI and mathematicians,” said Brown University professor Junehyuk Jung, suggesting AI may soon help tackle unsolved research problems in math reuters.com reuters.com. OpenAI’s team disclosed that their experimental model scaled up “test-time compute,” allowing the AI to “think” longer and in parallel – a costly effort the company called “very expensive” reuters.com. Google DeepMind, which worked directly with IMO organizers, used a general model Gemini Deep Think to solve problems within the official 4.5-hour limit entirely in natural language reuters.com. Experts at both companies see this as a breakthrough hinting that AI’s reasoning power could soon extend to frontiers in physics and other sciences reuters.com.
23 July 2025
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San Francisco’s Drone Law Exposed: The Ultimate 2025 Guide to No-Fly Zones and Regulations

San Francisco’s Drone Law Exposed: The Ultimate 2025 Guide to No-Fly Zones and Regulations

San Francisco is a breathtaking city to capture by drone – from the Golden Gate Bridge to the city’s rolling fog – but flying here comes with strict regulations. This comprehensive 2025 guide breaks down everything you must know about drone laws in San Francisco, including federal FAA rules, California state laws, local city ordinances, no-fly zones, and how SF compares to other major U.S. cities. Read on to avoid fines, confiscations, or worse, and ensure your flights stay legal and safe.
22 July 2025
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The State of Artificial Intelligence: Global Impacts, Controversies, and the Road Ahead / Updated: 2025, July 4th, 12:01 CET

The State of Artificial Intelligence: Global Impacts, Controversies, and the Road Ahead / Updated: 2025, July 4th, 12:01 CET

Over 45 major European firms—including ASML, Airbus, Mercedes-Benz, and Siemens Energy—urged the EU to delay the AI Act by two years to protect innovation. AI engineers now command $2–10 million per year, as Meta commits up to $72 billion to AI in 2025. Microsoft’s MAI Diagnostic Orchestrator (MAI-DxO) diagnoses diseases four times more accurately and cheaply than human doctors, achieving 80% accuracy. The Velvet Sundown, an AI-generated band, has Spotify streams exceeding 750,000 per month, fueling debates about authenticity in AI-driven music. The European Commission postponed the General-Purpose AI Code of Practice, delaying its release to late 2024 or beyond.
4 July 2025
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Tech News Deep Dive: July 2025 / Updated: 2025, July 4th, 00:01 CET

Tech News Deep Dive: July 2025 / Updated: 2025, July 4th, 00:01 CET

Microsoft laid off about 9,000 employees, roughly 4% of its global workforce, in July 2025, with the Xbox division heavily affected. Microsoft’s AI push includes an $80 billion investment in AI infrastructure for fiscal 2025, plus a $30 billion annual cloud deal with Oracle to support Project Stargate via Azure. Microsoft’s gaming division seismic changes include the cancellation of Perfect Dark and Everwild, the closure of The Initiative, and departures of Gregg Mayles and Matt Firor, while the Xbox hardware roadmap remains reportedly intact. Samsung unveiled the Galaxy Z Fold7, Galaxy Z Flip7, and Galaxy G Fold at Galaxy Unpacked,
4 July 2025
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