👀In Case You Missed It
Microsoft Azure hits $75B in FY25 revenue, adding 2GW in new data center capacity, with shares jumping 8%.
Apple reports $3.46B in quarterly AI infra capex, signaling “substantial growth” ahead in AI infrastructure.
QScale unveils multi-billion-dollar data center campus for AI and cloud workloads in Toronto, positioning Canada as a sovereign AI hub.
OpenAI launches $2B Stargate Norway site, housing 100,000 GPUs and running on 100% renewable energy.
China investigates NVIDIA’s H20 chip over alleged backdoors, escalating semiconductor tensions with the U.S.
🧠 Cloud & Infrastructure Watch
Google signs utility deals to cut AI data center power during peak demand, easing grid strain.
Read MoreMicrosoft Edge Copilot mode searches tabs, compares content, supports voice navigation for agentic browsing.
Read MoreAmazon acquires 1,000 acres near Atlanta for future AI-scale infrastructure buildout.
Read MoreLand developer Vermaland plans $33B hyperscale data center campus in Arizona.
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WOW 🤯
🇨🇳 Another open model from a Chinese AI lab outperforms closed ones!
XBai o4 beats OpenAI o3-mini and confidently beats Anthropic's Claude Opus.
Apache 2.0 license and available on @huggingface
— #Rohan Paul (#@rohanpaul_ai)
8:42 AM • Aug 4, 2025
💻 Hardware & Semiconductor Moves
Google’s DeepThink scores 87.6 on code benchmarks with parallel-agent architecture in Gemini 2.5.
Read MoreStack Overflow survey shows 80% devs use AI tools, but trust drops to 29%.
Read MoreNVIDIA’s Triton Server vulnerable to unauthenticated code execution flaws, prompting urgent patch cycle.
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