Microsoft Renegotiates OpenAI Partnership; Groq and Positron Secure Funding for AI Chips

Latest Technology News
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Key Takeaways

  • OpenAI shifts cloud to Google, Oracle; Microsoft renegotiates partnership amid AGI plans.
  • Groq nears $600M funding at $6B valuation; Positron announces $51.6M Series A.
  • Tesla partners with Samsung for AI chips; Enfabrica launches cost-cutting AI data center system.
  • Skild AI launches Skild Brain, a general-purpose AI model for robots with human-like responses.
  • Utilities request increased payments from Google, Microsoft, Amazon for AI data center power.

Top Stories

Microsoft renegotiates OpenAI partnership amid OpenAI's cloud shift to Google and Oracle

By July 29, 2025, OpenAI shifted cloud services to Google and Oracle, expanding data centers, while Microsoft negotiates to secure continued access to OpenAI tech amid AGI plans. The partnership boosted Azure revenue by 34.8% in Q2.

Groq and Positron secure major funding to compete in AI chip market

On July 29, 2025, Groq neared $600M funding at $6B valuation, while Positron announced $51.6M Series A, both targeting AI inference chip advancements to challenge Nvidia and accelerate AI workloads.

Tesla partners with Samsung for AI chips; Enfabrica launches cost-cutting AI data center system

Elon Musk confirmed Tesla's 8-year AI6 chip supply deal with Samsung on July 29, 2025, while Enfabrica, backed by Nvidia, launched EMFASYS to reduce AI data center memory costs using specialized networking chips.

Skild AI launches Skild Brain, a general-purpose AI model for robots

Skild AI introduced Skild Brain in July 2025, enabling robots with human-like responses and navigation, trained via simulation and real data, backed by Amazon and SoftBank investments.

Utilities request increased payments from Google, Microsoft, Amazon for AI data center power grid connections

Reported July 29, 2025, utilities urge tech giants to pay more for power infrastructure to support AI data centers, potentially raising costs for regular customers amid massive investments.

Future Forward

Meta advances superintelligence with new labs, leadership, smartwatch revival, and AI-assisted coding

In July 2025, Meta appointed Shengjia Zhao as chief scientist for Superintelligence Labs, revived smartwatch plans for September, and piloted AI-assisted coding interviews, reflecting CEO Zuckerberg's focus on AI-driven innovation.

SpaceX prepares Starship's 10th test flight in August 2025 at Texas Starbase

On July 28, 2025, SpaceX moved Starship upper stage to the pad for its 10th test flight in early August, crucial for NASA’s Artemis Moon program and Mars mission plans.

Aerones and SoftBank partner to develop AI-powered drone logistics platform

On July 29, 2025, Aerones and SoftBank formed an alliance to create an AI-driven drone operation management system for remote automatic control, aiming for early commercialization.

Karpowership plans floating data centers to meet AI demand and speed deployment

Karpowership's Kinetics unit announced plans in July 2025 to build floating data centers in shipyards, accelerating AI infrastructure deployment by bypassing onshore permitting delays.

Industry Insights

Cisco donates AGNTCY AI agent communication project to Linux Foundation

On July 29, 2025, Cisco donated AGNTCY, an open-source AI agent communication infrastructure, to the Linux Foundation to foster multi-agent system interoperability across platforms.

Corning posts strong Q2 2025 sales boosted by AI data center demand

Corning reported $3.86B in Q2 2025 sales, up 19% YoY, driven by AI data center optical connectivity products, with strong Q3 sales forecast amid AI industry growth.

Microsoft expands Xbox age verification; Anthropic sets usage limits for Claude Code AI

Microsoft will mandate Xbox age verification in the UK from early 2026, while Anthropic introduces weekly usage limits for Claude Code subscribers starting August 28, 2025, addressing policy compliance.

Fable Security and Browzwear acquire Lalaland to enhance AI capabilities

Fable Security launched with $31M funding in 2024 focusing on human risk AI, while Browzwear acquired AI fashion model startup Lalaland to expand AI-driven virtual avatar tech.

Salesforce CEO Benioff highlights AI-human collaboration and 17% cost cuts in support

On July 29, 2025, Marc Benioff emphasized AI's role in boosting efficiency and cutting Salesforce support costs by 17%, advocating balanced AI-human teamwork amid rapid AI changes.

WIRED podcast covers Trump's AI policies and Silicon Valley's Washington influence

On July 28, 2025, WIRED's Uncanny Valley podcast discussed Trump's AI action plan with 90+ policies, GOP tech views, NIH funding pauses, and crypto de-banking, highlighting tech-policy dynamics.

Product Spotlight

NETGEAR Wi-Fi 7 mesh, Elgato 4K webcam, Dell Pro Max series, and iPhone 17 Pro upcoming launches

In July 2025, NETGEAR launched Orbi 370 Wi-Fi 7 mesh system; Elgato released Facecam 4K webcam; Dell introduced Pro Max mobile workstations; iPhone 17 Pro expected in September with advanced camera and processor.

Jack Dorsey launches Bitchat, a decentralized encrypted messaging app

On July 29, 2025, Jack Dorsey released Bitchat on iOS, enabling encrypted peer-to-peer messaging via Bluetooth mesh without internet or accounts, focusing on privacy and security.

Tech Today

Microsoft launches and updates AI-powered Copilot Mode in Edge browser

On July 28-29, 2025, Microsoft launched and enhanced Copilot Mode in Edge, integrating AI assistant with chat, search, and tab analysis. The free feature aims to streamline browsing with generative AI, with future paid plans planned.

Google expands AI features in Search, Chrome, and NotebookLM with new tools for US users

In July 2025, Google launched AI-powered Chrome shopping summaries, enhanced Search with image and PDF Q&A, Canvas planning, and NotebookLM's narrated Video Overviews, all currently US-only. These advances deepen AI integration in user productivity.

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