August 2, 2025

analysis  
apple, meta and nvidia Updates

In the AI landscape, several key developments are unfolding. An AI fund manager suggests Apple is trailing behind other tech giants like Meta in AI investment, while Meta aims to create personalized 'superintelligence' tools. Nvidia refuted claims of 'backdoors' in its chips amid security concerns from China, even as G42 is reportedly close to securing access to nearly half of Northern Data's 23,000 Nvidia GPUs to boost its AI cloud services in Europe. Microsoft's market capitalization surpassed $4 trillion, fueled by the AI surge. OpenAI's ChatGPT is evolving into a more capable personal assistant, capable of planning trips and managing emails. In AI model development, Deep Cogito released Cogito v2, an open-source AI model family, including a 671B Mixture-of-Experts model, which enhances reasoning skills and rivals models from DeepSeek. Quantum DeX has launched an AI-powered trading platform that facilitates cross-chain transactions without bridges, utilizing Layer One X's system and analyzing over 250 on-chain metrics per token. Akamai and Aqua Security are partnering to enhance AI application security, protecting against threats like prompt injection using Aqua’s Secure AI and Akamai’s Firewall for AI. California State University (CSU) faculty are integrating AI into education, with $3 million allocated to projects exploring AI in creative fields and curriculum design. However, while AI is being used for financial advice, a study indicates it provides incorrect answers to financial questions 35% of the time, highlighting the importance of human judgment in complex financial planning.

Key Takeaways

  • An AI fund manager believes Apple is lagging in AI development compared to companies like Meta.
  • Meta's CEO is pursuing the creation of a personal 'superintelligence' for individual users.
  • Nvidia denied allegations of 'backdoors' in its chips following security concerns raised by China.
  • G42 is reportedly nearing a deal to access nearly half of Northern Data's 23,000 Nvidia GPUs to expand its AI cloud services.
  • Microsoft achieved a $4 trillion market cap, driven by growth in the AI sector.
  • OpenAI's ChatGPT is evolving into a more capable personal assistant, with abilities to plan trips and manage emails.
  • Deep Cogito released Cogito v2, an open-source AI model family, including a 671B Mixture-of-Experts model, with enhanced reasoning skills.
  • Quantum DeX launched an AI-powered trading platform enabling cross-chain transactions without bridges, analyzing 250+ on-chain metrics.
  • Akamai and Aqua Security are partnering to provide enhanced security for AI applications, protecting against threats like prompt injection.
  • CSU faculty are integrating AI into creative majors and curriculum design, supported by $3 million in funding.

AI Fund Manager says Apple is lagging in AI development

An AI fund manager said that Apple is behind in the AI race. He spoke with Katie Greifeld and Romaine Bostick on "The Close" about Meta's AI investments. He believes Meta's investment in AI is a smart move.

Apple is behind in AI development says AI Fund Manager

An AI fund manager said Apple is behind in the AI race. He spoke with Katie Greifeld and Romaine Bostick on 'The Close' about AI investments. He thinks Meta's AI investment is a good strategic move.

Quantum DeX launches AI cross-chain trading without bridges

Quantum DeX launched a new AI-powered trading platform that doesn't need bridges for cross-chain transactions. It uses Layer One X's system to make trading between different blockchains easier. The platform analyzes over 250 on-chain metrics per token using AI to help users make smart choices. It also has a no-code Token Builder for easy token creation and listing. The QST token is central to the platform, with a fixed supply of 100 million tokens.

Quantum DeX introduces AI trading platform without bridges

Quantum DeX launched an AI-powered trading platform that allows direct trading across different blockchains without needing bridges. It uses Layer One X’s infrastructure for instant token swaps. The platform's AI monitors over 250 on-chain metrics to help users assess token health. It also offers a no-code token builder for easy token deployment. The QST token has a fixed supply of 100 million, and staking earns users protocol fees.

G42 close to deal for Northern Data's Nvidia AI power

G42 is nearing a deal with Northern Data to gain access to nearly half of its 23,000 Nvidia GPUs. This move will help G42 expand its AI cloud services in Europe. Northern Data, once focused on crypto-mining, now expects its Taiga Cloud revenues to grow significantly due to AI demand. G42 has been investing heavily in AI infrastructure across Europe, including a large data center project with Nvidia.

Akamai and Aqua Security team up for AI security

Akamai Technologies and Aqua Security are partnering to provide better security for AI applications. The integrated solution will protect AI workloads from threats like prompt injection and data exfiltration. It combines Aqua’s Secure AI with Akamai’s Firewall for AI. This partnership aims to give customers control over the AI lifecycle, allowing them to innovate safely.

How people are using AI at work

People are using AI at work in many ways. This show explores the good, the bad, and the ugly sides of AI in the workplace. Listeners shared how they are using AI in their jobs.

Fox News AI Newsletter: Your personal 'superintelligence' is coming

Meta's CEO wants to create a personal superintelligence for everyone. Nvidia denies having 'backdoors' in its chips after China raised security concerns. Microsoft joined the $4T market cap club because of the AI surge. OpenAI's ChatGPT agent can now act as a real assistant, planning trips and managing emails.

CSU professors use AI for creative majors, curriculum design

California State University (CSU) faculty are testing AI as a teaching tool. They are using it in musical theater and curriculum design. The CSU system awarded $3 million to projects that bring AI into education. Professors are helping students use AI responsibly and ethically.

Deep Cogito v2: Open-source AI improves reasoning skills

Deep Cogito released Cogito v2, a family of open-source AI models that enhance their reasoning skills. The models include four hybrid reasoning versions, with the largest being a 671B Mixture-of-Experts model. This model competes with the latest from DeepSeek and is close to proprietary systems like O3 and Claude 4 Opus. Cogito v2 uses Iterated Distillation and Amplification (IDA) to internalize reasoning processes. The models also show surprising abilities to reason about images without specific training.

AI for retirement planning: A personal finance expert's view

AI is becoming popular for financial advice, but it's not always accurate. A study found that AI gets financial questions wrong 35% of the time. AI is good at processing data and identifying patterns, but it struggles with complex tasks. Financial advisors are using AI to handle administrative tasks and analyze data. Human judgment is still important for understanding values and emotions in financial planning.

Sources

AI Artificial Intelligence Meta Apple Nvidia G42 Northern Data Akamai Aqua Security Quantum DeX Layer One X OpenAI ChatGPT Deep Cogito AI Fund Manager AI Investments AI Trading Platform Cross-Chain Trading AI Cloud Services AI Security AI Applications AI Workloads AI in the Workplace AI in Education AI Models Open-Source AI Reasoning Skills AI for Financial Advice AI for Retirement Planning Token Builder QST Token Data Exfiltration Prompt Injection AI Ethics Curriculum Design Superintelligence AI Infrastructure AI Development AI Race