#AI

Microsoft has joined the $4 Trillion Club, becoming the second company after Nvidia to reach this valuation. Shares surged 8% following a strong Fiscal Year 2025 Q4 earnings report. Microsoft reported a Q4 revenue of $76.44 billion, up 18% year-over-year, driven by AI-powered cloud services. Full-year revenue reached $281.724 billion, a 15% increase. Analysts are optimistic, with Morgan Stanley and JPMorgan Chase raising their price targets. Nvidia first achieved the $4 trillion milestone earlier in July.

NVIDIA’s stock surge, fueled by the AI boom, has pushed its market cap past $4 trillion and created significant wealth for its employees. CFO Colette Kress and EVP Jay Puri are the latest to join the billionaire ranks due to their NVIDIA stock holdings, bringing the company’s total to six. Investor reports suggest around 78% of NVIDIA employees are now millionaires. CEO Jensen Huang humorously acknowledged his role in creating immense wealth within his management team.

The 2025 Open Atom Open Source Ecology Conference in Beijing spotlighted open source’s role in industry. Topway Info & Communication and Kaihong Zhigu showcased their contributions, receiving the “Open Source Pioneer Enterprise” award. They launched the OpenHarmony Co-construction Map 4.0 and participated in talent development initiatives. Kaihong Zhigu also joined the OpenHarmony AI Agent TSG, aiming to integrate AI with the operating system. They presented on “AI + Harmony” applications across education and transportation.

In a CCTV News interview, Nvidia CEO Jensen Huang lauded China’s technological innovation and vitality, emphasizing Nvidia’s 30-year commitment to the market. Huang highlighted companies like DeepSeek, utilizing the H20 chip for AI innovation, and Xiaomi’s advancements in electric vehicles. While avoiding direct answers regarding advanced chip supply under potential limitations, he noted that constraints can foster innovation, referencing Alibaba and DeepSeek’s achievements. He acknowledged China’s impressive development speed in the EV sector.

At the AtCoder World Tour Finals 2025, Polish programmer Psyho defeated OpenAI’s AI model in a 10-hour programming competition. Psyho, a former OpenAI engineer, surpassed the AI by approximately 9.5% to win first place. The challenge involved optimizing a robot’s path on a grid, an NP-hard problem. While OpenAI’s AI was favored, Psyho’s heuristic approach and “human creativity” proved decisive. OpenAI CEO Sam Altman acknowledged Psyho’s victory. He won 500,000 Japanese Yen.

The 2025 China Unicom Partner Conference in Shanghai focused on “Synergy for Real-World Impact.” Qualcomm highlighted its collaboration with China Unicom, receiving an award for contributions to the terminal ecosystem. Qualcomm showcased 5G Advanced and AI innovations across devices, emphasizing on-device AI’s growth and its impact on industries. The partnership between Qualcomm and China Unicom drives advancements in 5G-A and AI integration, enabling a robust digital ecosystem. They demonstrated AI applications, 5G-A Gigabit network capabilities, and XR experiences, paving the way for intelligent connectivity and new quality productivity.

Nvidia CEO Jensen Huang met with China’s Minister of Commerce Wang Wentao, signaling Nvidia’s continued commitment to the Chinese market despite geopolitical tensions. Wang affirmed China’s openness to foreign investment and encouraged Nvidia to provide reliable products. Huang emphasized the attractiveness of the Chinese market and Nvidia’s intent to deepen AI cooperation. The meeting highlights Nvidia’s balancing act between US restrictions and China’s commercial potential. Huang has stressed the importance of the Chinese market and existing fruitful relationships.

OpenAI has launched ChatGPT Agent, a unified AI agent integrating web interaction, information gathering, and advanced conversational abilities. Powered by modules for web automation, in-depth research, and an enhanced GPT-4 dialogue engine, it can perform complex tasks like financial research, presentation creation, and code generation. While limitations exist in complex modeling and non-English text analysis, the agent is available to Pro, Plus, and Team subscribers, with future plans for voice interaction and expansion into healthcare and education.

NVIDIA CEO Jensen Huang addressed the China International Supply Chain Expo in Mandarin, marking his first public speech in the language. He discussed NVIDIA’s history, its pivotal role in AI development through GPUs and accelerated computing, and its partnerships with Chinese companies. Huang highlighted the transformative impact of AI, particularly in China, across various industries and its contribution to open-source models. He emphasized AI’s role as future infrastructure, driving a new industrial revolution and growth opportunities for China’s supply chain. He also switched from a Tang suit to his signature leather jacket during the event.

Nvidia’s stock surged after CEO Jensen Huang’s Beijing visit sparked optimism about resuming H20 chip sales to China, adding almost $200 billion to its market cap. AMD also saw gains. The H20 is a modified chip designed to comply with U.S. export rules. Despite Nvidia’s optimism, uncertainties remain due to U.S.-China relations and growing competition from domestic Chinese companies like Huawei, which could impact long-term market share.