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NYSE:F 30 June 2025 - 5 July 2025

Global Autonomous Ground Vehicle (AGV) Developments – June & July 2025

Global Autonomous Ground Vehicle (AGV) Developments – June & July 2025

Waymo applied in June 2025 for a permit to test autonomous cars with safety drivers in New York City, aiming for the city’s first AV pilot. Tesla planned limited robotaxi trials with 10 vehicles, its first public autonomous ride-hailing test. Ford CEO Jim Farley endorsed LiDAR for safer self-driving at the Aspen Ideas Festival on June 27.
AI in July 2025: Disruption, Opportunity, and Uncertainty Across the Globe / Updated: 2025, July 4th, 00:00 CET

AI in July 2025: Disruption, Opportunity, and Uncertainty Across the Globe / Updated: 2025, July 4th, 00:00 CET

Microsoft cut about 4% of its workforce in July 2025, citing AI as a direct replacement, especially in Xbox. Nvidia became the world’s most valuable company at a $3.92 trillion market cap as AI chip demand soared. Meta recruited top AI talent with signing bonuses exceeding $100 million. OpenAI and Oracle signed a $30 billion cloud deal to support next-generation AI models under the Stargate initiative.
The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

Chinese AI model DeepSeek, priced at 1/17th the cost of top US rivals, was adopted by HSBC, Standard Chartered, and Saudi Aramco in 2025. Microsoft pledged $80 billion and Meta $68 billion for AI infrastructure. OpenAI agreed to lease 4.5 GW of power from Oracle for the $500 billion Stargate project. Nevada passed a law requiring disclosure of AI-generated political ads, effective January 2026.
Global EV Powertrain and Platform Developments (May–June 2025)

Global EV Powertrain and Platform Developments (May–June 2025)

Tesla confirmed next-generation EVs on a new platform will enter production in early 2025. Ford revealed a low-cost EV platform led by a 500-person team, starting with a mid-size electric pickup. Toyota plans nine new BEVs for Europe in 2025–2026. Global EV sales are forecast to rise 24% year-on-year in May 2025, reaching 1.6 million units.
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