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06 Aug 2025
SanDisk has announced a massive 256TB SSD, the UltraQLC SN670, designed for AI workloads and hyperscale infrastructure. Set to ship in 2026, this drive introduces innovative features and raises questions about performance trade-offs.
3 Sources
Google Cloud introduces a suite of AI agents designed to transform data engineering, science, and analysis, promising to boost productivity and insights for businesses.
5 Sources
Arista Networks reports impressive Q2 2025 results, driven by AI networking demand. The company pushes for Ethernet adoption in AI infrastructure and expands its product portfolio through strategic acquisitions.
Advanced Energy Industries (AEIS) reported a 21% increase in Q2 2025 revenue, with significant growth in AI-driven Data Center Computing solutions. The company's focus on AI data center power supplies and next-generation plasma power products for semiconductor manufacturing is paying off.
2 Sources
Zeta Global Holdings Corp. announced impressive Q2 2025 earnings, with revenue up 35% year-over-year, beating analyst estimates. The company attributes its growth to increased demand for its AI-powered marketing platform and raises its full-year 2025 guidance.
Astera Labs, a provider of connectivity solutions for AI and cloud infrastructure, reported a 150% year-over-year increase in Q2 revenue, reaching $191.9 million. The company's stock surged following the announcement of strong financial results and positive guidance.
4 Sources
Huawei announces plans to open-source its CANN software toolkit for Ascend AI GPUs, aiming to compete with Nvidia's CUDA and foster a new AI development ecosystem.
Qualcomm announces successful testing of OpenAI's gpt-oss-20b model on Snapdragon-powered devices, marking a significant step towards on-device AI processing.
DigitalOcean reports strong Q2 2025 results, with revenue and earnings beating expectations. The company's focus on AI offerings and cloud services for developers contributes to significant growth and an optimistic outlook.
Xometry, an AI-powered marketplace for on-demand manufacturing, reports strong Q2 2025 results with 23% revenue growth and improved profitability, highlighting the impact of AI in streamlining custom manufacturing processes.
Recursion Pharmaceuticals, a technology-driven biotech company, reported a 33% increase in Q2 2025 revenue, showcasing advancements in AI-powered drug discovery. Despite financial gains, the company faces challenges with increased R&D expenses and net losses.
OpenAI and NVIDIA collaborate to release open-weight AI models, gpt-oss-20b and gpt-oss-120b, optimized for local deployment on NVIDIA GPUs, enabling developers to run advanced AI models offline on personal computers and workstations.
7 Sources
Anthropic enhances its Claude AI model with a 1 million token context window for Claude Sonnet 4 and releases an upgraded Claude Opus 4.1, improving software engineering accuracy and AI capabilities.
11 Sources
French telecom giant Orange collaborates with OpenAI to create AI models that work with African languages, aiming to bridge the digital divide and promote linguistic diversity in AI technology.
OpenAI releases its first open-weight AI models in years, which will be available on Amazon Web Services platforms, signaling a new partnership and potential shift in the AI industry landscape.
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