#AI

Nvidia’s Q2 earnings beat expectations with a 56% revenue surge to $46.74B and EPS of $1.05. Data center revenue, while growing 56% YoY, slightly missed estimates for the second consecutive quarter. Nvidia forecasts $54B in revenue for the next quarter, excluding potential China H20 shipments. CEO Jensen Huang highlighted the immense long-term AI opportunity, projecting infrastructure spending could reach $3-4 trillion by 2030. Analysts maintain a positive outlook, citing solid growth and consistent performance.

Nvidia is set to release its fiscal Q2 earnings, with analysts anticipating $1.01 EPS and $46.02 billion in revenue. Investors are focused on Nvidia’s data center performance, especially demand for Blackwell chips and developments in the Chinese market. Supply constraints for Blackwell racks and the impact of US export controls on H20 sales in China are key concerns. Analysts expect guidance to exclude China, projecting approximately $53 billion in sales for fiscal Q3, a 51% year-over-year increase.

A potential court ruling threatens Google’s $26 billion default search agreements, with Apple receiving $20 billion annually. The Apple-Google alliance has shaped the internet, but is now under antitrust scrutiny. While Google faces potential traffic loss, Apple could suffer a greater financial impact. The ruling’s effect hinges on Apple’s ability to secure new deals. Some analysts believe Google might benefit long-term, freed from costly contracts as AI becomes more integral to search. The DOJ advocates for limiting exclusive AI distribution agreements, possibly reshaping the competitive landscape.

AAC Technologies reported strong 2025 interim results, with revenue up 18.4% to RMB 13.32 billion and net profit surging 63.1% to RMB 876 million. The company projects continued growth, driven by demand for thermal management solutions, MEMS microphones, and advancements in its Wafer Level Glass (WLG) lens technology, with shipments expected to exceed 10 million units this year. The acoustics business saw modest revenue growth while the optics division excelled. AAC is also expanding its presence in the automotive sector, securing key design wins and seeing revenue increase by 14.2%.

Huawei Cloud has entered the Leaders quadrant in Gartner’s 2025 Magic Quadrant for Container Management and boasts the highest global customer recognition score. Its comprehensive container product portfolio supports diverse deployments, including edge computing. The company actively contributes to open-source projects and its CCE AI clusters power supernodes that rival Nvidia. While facing Western skepticism, Huawei Cloud gains traction globally, particularly in South America, Africa, and Asia, with key clients and deployments. Huawei’s open approach and full-stack capabilities position it as a growing force in the container and AI spaces.

Boston Dynamics has upgraded its Atlas humanoid robot with end-to-end AI, enabling it to understand natural language commands and autonomously plan actions. This new capability, “Atlas MTS,” is powered by a Large Behavior Model (LBM) developed in collaboration with the Toyota Research Institute. Atlas can now handle unexpected disruptions, recalibrate to changes, and incorporate missing components into tasks. The upgrade involves a four-step process, and integrates a VR interface. This evolution coupled with the shift to electric power makes it well suitable for dynamic environments in the future of robotics.

To mark its 20th anniversary, 360 Group announced its “All In Agent” strategy, shifting focus to AI and intelligent agents. Founder Zhou Hongyi emphasized AI’s transformative power, highlighting 360’s developed AI search engine and Nano AI Multi-Agent Swarm. The company launched the “Intelligent Agent Factory” and aims to reshape its products and processes with intelligent agents, encouraging employees to develop AI literacy. 360 also updated its mission, vision, and core values to align with its AI-driven future.

In a CNBC interview, AMD CEO Lisa Su discussed topics ranging from export controls and AI’s transformative potential to competing with Nvidia and the Silicon Valley talent war. She playfully addressed the recurring question about her relationship with Nvidia’s Jensen Huang, revealing they are cousins through their maternal family lines. Su also emphasized AMD’s strategy of offering diverse solutions beyond direct competition with Intel and Nvidia. Her vision aims to showcase AMD’s unique capabilities to the world.

As the demand for AI computing resources grows, Alibaba Cloud introduces cost-effective solutions. A basic cloud server is priced at $68/year, while the “Bailian LLM + Cloud Server” bundle, ideal for LLM inferencing, is available for a limited time at $119 (originally $1029.19). This bundle includes a standard cloud server and a Bailian LLM Inferencing Savings Plan. This offer lowers the barrier for AI development, especially for developers, SMBs, and research teams. New users can deploy LLM inferencing affordably, but supplies are limited.

An online feud erupted between Elon Musk and Sam Altman, with Musk accusing Apple of favoring OpenAI’s ChatGPT in the App Store and alleging antitrust violations. Altman retorted, criticizing Musk’s own manipulation of the X platform. The spat escalated with accusations of lying and algorithm manipulation. Interestingly, Musk’s own Grok AI seemed to side with Altman, criticizing Musk. Apple defended its App Store policies, emphasizing fairness and unbiasedness.