Microsoft Q4 2025 Revenue Reaches $76.4B with $30B AI Investment; OpenAI Hits $12B Revenue, Removes ChatGPT Feature
Key Takeaways
- Microsoft's Q4 revenue hit $76.4B, with 39% Azure growth driven by AI.
- OpenAI reached $12B annual revenue; removed ChatGPT public search feature due to security concerns.
- Scale AI valued over $29B after Meta's $14.3B investment; Surge AI seeks $1B funding.
- AI-related breaches cost $4.63M on average; 45% of AI-generated code has security flaws.
- Google Pixel 10 series launching August 20 with Tensor G5 and Qi2 charging.
Top Stories
Microsoft's Q4 2025 revenue hits $76.4B with $30B AI infrastructure investment
Microsoft reported $76.4 billion revenue in Q4 2025 with 39% Azure growth, driven by AI, and plans $30 billion AI infrastructure investment. AI spending boosts Microsoft and Meta earnings, highlighting AI's market impact.
OpenAI hits $12B annual revenue; removes ChatGPT public search feature amid security concerns
By July 31, 2025, OpenAI reached $12 billion annual revenue and removed a ChatGPT feature exposing sensitive chats publicly. The company faces security challenges amid rising AI adoption and plans European data center launch.
Surge AI seeks $1B funding; Scale AI valued over $29B after Meta's $14.3B investment
Surge AI is negotiating a $1 billion funding round valuing it at $25 billion, while Scale AI secured $14.3 billion from Meta, reflecting strong investor interest in AI data-labeling startups.
Studies reveal high costs and vulnerabilities in AI-related security breaches and code
IBM's 2025 report shows AI-related breaches cost $4.63M on average, while Veracode found 45% of AI-generated code has security flaws. Agentic AI systems pose evolving cybersecurity threats.
Google Pixel 10 series launching August 20, 2025 with Tensor G5 and Qi2 charging
Google will launch the Pixel 10 series on August 20, 2025, featuring Tensor G5 processors and Qi2 magnetic wireless charging, enhancing its smartphone lineup.
Industry Trends
Apple boosts AI investments; Q3 2025 earnings awaited amid AI strategy scrutiny
Apple increased AI investments and acquisitions in 2025, with CEO Tim Cook emphasizing AI's importance. Investors await July 31 Q3 earnings for AI progress updates amid concerns of lagging behind competitors.
Ambiq Micro raises $96M in IPO, shares surge over 60% on AI chip demand
On July 31, 2025, Ambiq Micro raised $96 million in its NYSE IPO, with shares closing 60% higher, reflecting strong investor interest in AI semiconductor technology.
Arm plans full AI chip solutions, boosting R&D to challenge AI semiconductor market
In 2025, Arm, led by CEO Rene Haas, is increasing R&D and exploring full AI chip solutions, aiming to compete directly in the AI semiconductor ecosystem.
Amazon forecasts weaker Q3 profits amid record AI-related spending and restricts AI shopping tools
On July 31, 2025, Amazon projected lower Q3 operating income due to heavy AI investments and blocked external AI shopping tools from accessing its e-commerce listings.
AI disrupts app firms; Manus launches multi-agent AI feature for large tasks
The Iconfactory sells some apps due to AI competition, while Manus launched 'Wide Research,' enabling multi-agent AI for complex tasks with a $199 monthly plan.
ChatGPT, Google Gemini, Microsoft Copilot lead AI app usage; Flux Kontext Max tops image generators
In 2025, ChatGPT, Google Gemini, and Microsoft Copilot dominate AI app usage, while Flux Kontext Max ranks highest among AI image generators for photorealistic outputs.
China builds AI data centers using US Nvidia chips amid security scrutiny
China is constructing about 36 AI data centers in Xinjiang using export-banned Nvidia chips, while its State Internet Information Office questioned Nvidia on chip security vulnerabilities in July 2025.
AI advances sustainability reporting; big tech shifts to compute infrastructure
At the 2025 Bloomberg Sustainable Business Summit, Unravel Carbon showcased AI-driven carbon tracking, while MOSTLY AI highlighted big tech's shift toward foundational compute infrastructure.
Product Reviews
DJI launches Osmo 360 camera with 8K recording; US sales unofficial via retailers
DJI's Osmo 360 camera offers 8K30 360° video and advanced features, priced at 2999 yuan, but will not officially sell in the US, though retailers accept pre-orders.
Tech Innovations
Google DeepMind launches AlphaEarth AI model for detailed digital Earth mapping
On July 30-31, 2025, Google DeepMind introduced AlphaEarth Foundations, an AI system mapping Earth in 10x10 meter squares using satellite data. This innovation aids environmental monitoring and food security, advancing AI-driven geospatial analysis.
Samsung to launch Galaxy S25 FE, tri-fold smartphone, and XR headset in 2025
Samsung plans to release the Galaxy S25 FE in late August/early September 2025, alongside a tri-fold smartphone and the Project Moohan XR headset in October, advancing its device innovation.
Brilliant Labs unveils Halo AI smart glasses with real-time assistant and privacy concerns
Launching November 2025, Halo smart glasses feature AI assistant Noa, OLED display, and bone conduction speakers, raising privacy concerns due to always-on cameras and microphones.
Informatica enhances IDMC with AI-powered data governance and integration features
On July 31, 2025, Informatica updated its Intelligent Data Management Cloud, adding AI-driven master data management, governance, and integration tools to accelerate data projects.
Ford unveils new low-cost EV platform aiming for sub-$35K vehicles
On August 11, 2025, Ford CEO Jim Farley will reveal a new EV platform targeting affordable electric vehicles under $35,000, marking a strategic 'Model T moment' for the company.