July 30, 2025

finance  
Meta AI Push, OpenAI Hire, Microsoft's $1T AI Boost

Several companies are making significant moves in the AI space. Meta is investing heavily in AI, with CEO Mark Zuckerberg aiming to demonstrate the value of these investments to Wall Street. Despite early returns in ad targeting, Meta's Llama 4 model hasn't gained expected traction, leading to strategy adjustments and key hires like Alexandr Wang from Scale AI and Shengjia Zhao, formerly of OpenAI, to lead its Superintelligence Lab. Meta's AI spending is under close scrutiny as it prepares to report Q2 earnings, with analysts forecasting $5.89 EPS on $44.83 billion revenue. Meanwhile, Microsoft's AI initiatives, particularly through Azure and Office 365, could potentially add $1 trillion to its market value, according to Wedbush. Nvidia's stock is surging due to anticipated AI chip sales in China, including 300,000 H20 chips designed to meet U.S. export restrictions. Samsung has invested in AI chip startup Rebellions, which is developing its Rebel-Quad chip to compete with Nvidia. Other AI-focused companies are also gaining traction. Groq is seeking to raise $600 million at a $6 billion valuation to challenge Nvidia, while Julius AI secured $10 million in seed funding for its AI data analysis platform, which already has over two million users. Sharpsell.ai, an AI-powered sales platform, has raised Rs 30 crore to enhance its product and expand internationally. Investments in robotics and automation are also on the rise, supported by AI advancements and federal initiatives like the CHIPS Act. GIC identifies India as a promising market for AI investment, citing strong tech talent and increasing digitization.

Key Takeaways

  • Meta is heavily investing in AI, hiring talent like Alexandr Wang (Scale AI) and Shengjia Zhao (ex-OpenAI) for its Superintelligence Lab.
  • Wall Street is closely monitoring Meta's AI spending, with Q2 earnings expected to be $5.89 EPS on $44.83 billion revenue.
  • Microsoft's AI advancements in Azure and Office 365 could potentially add $1 trillion to its market value.
  • Nvidia's stock is rising due to expected AI chip sales in China, including 300,000 H20 chips.
  • Samsung has invested in AI chip startup Rebellions, which is developing its Rebel-Quad chip to compete with Nvidia.
  • Groq is in talks to raise $600 million at a $6 billion valuation to challenge Nvidia in the AI chip market.
  • Julius AI raised $10 million for its AI data analysis platform, which has over two million users.
  • Sharpsell.ai secured Rs 30 crore to enhance its AI-powered sales platform and expand internationally.
  • Investments in robotics and automation are increasing, driven by AI advancements and supported by initiatives like the CHIPS Act.
  • GIC sees India as a key market for AI investment, citing strong tech talent and increasing digitization.

Meta's big AI bets may not boost profits soon

Meta is investing heavily in AI to stay competitive, but profits may not increase quickly. CEO Mark Zuckerberg is spending billions to compete with other companies in the AI race. Wall Street expects Meta's profit growth to be slow this quarter. Meta is working on superintelligence and open-source AI, but faces competition and uncertainty about when superintelligence will be achieved.

Wall Street watches Meta's AI spending in earnings report

Investors are watching Meta's AI spending and strategy closely. Meta copied a Chinese AI technique that didn't work well, leading to a new AI unit. CEO Mark Zuckerberg is trying to convince investors that Meta's AI investments are worth it. Meta hired Alexandr Wang from Scale AI to lead a new AI lab. Meta's Llama 4 model wasn't as popular as expected, causing the company to rethink its AI plans.

Meta's AI investments in focus for Q2 earnings

Meta is investing heavily in AI and will report its second-quarter earnings. The company hired Shengjia Zhao, a former OpenAI researcher, to lead its Superintelligence Lab. Meta is also spending billions on AI data centers. Analysts expect Meta to report earnings per share of $5.89 on revenue of $44.83 billion. Meta is seeing early returns on its AI investments, improving ad targeting and conversion rates.

Sharpsell.ai raises Rs 30 crore for AI sales platform

Sharpsell.ai, an AI-powered sales platform, has raised Rs 30 crore in funding. Equentis Angel Fund invested Rs 10 crore in this round. Sharpsell.ai's platform helps sales teams with pitches and personalized content. The company plans to use the funding to improve its product and expand internationally. Sharpsell.ai works with companies in India's BFSI, Auto, Consumer Electronics and Pharma sectors.

Sharpsell.ai gets INR 30 Cr to boost sales automation

Sharpsell.ai, a sales automation startup, received INR 30 Cr in Series A funding. Equentis Angel Fund and existing investors participated in the round. The company will use the funds to improve its product and expand into Southeast Asia and the MENA region.

Nvidia stock jumps on expected AI chip sales in China

Nvidia's stock is rising because it expects to sell more AI chips in China. The company has ordered 300,000 H20 chips for the Chinese market. This shows Nvidia's focus on the growing demand for AI hardware in China.

Nvidia stock hits record high with China AI chip order

Nvidia's stock reached a record high after a report that it ordered AI chips for China. Nvidia ordered 300,000 H20 chipsets from Taiwan Semiconductor Manufacturing. The H20 chip was designed for China to meet U.S. export restrictions. Nvidia expects to get licenses from the U.S. government to ship the chips.

Julius AI raises $10M to analyze data with AI

Julius AI, an AI data analyst startup, raised $10 million in seed funding. The funding was led by Bessemer Venture Partners. Julius AI helps users analyze and visualize data using natural language. The company has over two million users and generates more than 10 million visualizations. Julius AI can answer questions and present data in charts, similar to a data scientist.

Robotics and automation investments surge says JPMorgan report

JPMorgan reports that investments in robotics and automation are increasing. Investors are more interested as the industry moves from science to real-world use. Investments in robotics startups nearly doubled since 2020. AI is helping robots adapt and learn, boosting productivity. Federal initiatives and the CHIPS Act are also supporting the growth of robotics and automation.

KLA stock rises amid big tech AI spending

KLA (KLAC) stock is in a buy zone, according to IBD MarketSurge. Shares have been trading tightly near their all-time high. Fourth-quarter earnings are due on Thursday.

Samsung invests in AI chip startup Rebellions before IPO

Samsung invested in South Korean AI chip startup Rebellions, which plans to raise up to $200 million before going public. Rebellions is working with Samsung to develop its Rebel-Quad chip. Rebellions aims to compete with Nvidia in the AI chip market. The company is testing its chip, which will be manufactured by Samsung using a 4 nanometer process.

GIC sees AI opportunities in India

Singapore's GIC sees India as a key market for AI investment. GIC believes India has strong tech talent and increasing digitization. GIC is investing in AI adopters and scaling Indian startups. AI is a core part of GIC's long-term investment strategy.

Wedbush says Microsoft's AI could add $1 trillion in value

Wedbush believes Microsoft's AI revolution could add $1 trillion to its market value. The firm has an "Outperform" rating on Microsoft stock with a $600 price target. AI could drive growth in Microsoft's Azure cloud platform and Office 365. Microsoft has been investing heavily in AI and partnering with OpenAI.

Groq may raise $600M at $6B valuation to challenge Nvidia

Groq, an AI chip startup, is in talks to raise $600 million at a $6 billion valuation. The funding round is led by Disruptive. Groq was founded by Jonathan Ross, who previously worked at Google. Groq recently partnered with Bell Canada and is offering AI infrastructure to speed up Llama 4 inference.

Sources

Meta AI Mark Zuckerberg Superintelligence Open-source AI Llama 4 AI Spending Earnings Report Alexandr Wang Scale AI Shengjia Zhao OpenAI AI Data Centers Ad Targeting Conversion Rates Sharpsell.ai AI Sales Platform Equentis Angel Fund Sales Automation Nvidia AI Chips China H20 Chip Taiwan Semiconductor Manufacturing Julius AI AI Data Analyst Bessemer Venture Partners Data Visualization Robotics Automation JPMorgan KLA Samsung Rebellions AI Chip Startup GIC India Microsoft Azure Office 365 OpenAI Partnership Groq Jonathan Ross Bell Canada Llama 4 Inference