Umělá inteligence 3 Srpen 2025 - 7 Únor 2026

Intel warned some Chinese customers that certain Xeon server processors may face delays of up to six months, sources said. AMD server chip orders now have lead times of eight to ten weeks. Intel server CPU prices in China have risen over 10% in many cases. Both companies cited surging demand from data center operators expanding AI infrastructure.

C3.ai is in merger talks with Automation Anywhere, sources told The Information. C3.ai shares rose as much as 19% to $14.94 in early trading after the report, despite a 59% drop over the past year. Automation Anywhere was valued at $6.8 billion in 2019. Neither company has commented on the potential deal.

Nokia and Rohde & Schwarz unveiled an AI-powered 6G receiver prototype at the Brooklyn 6G Summit this week. Lab tests showed uplink range gains of 10–25% over current receivers at 7–30 GHz, using existing 5G sites. The demonstration used Rohde & Schwarz signal generators and analyzers for validation.

OpenAI’s Sora video app launched on iOS in early October 2025, topping App Store charts with over 1 million downloads. More than a dozen fake “Sora” apps appeared in the App Store, earning $160,000 from 300,000 installs before most were removed. Hollywood studios and unions demanded OpenAI stop using actor likenesses without consent. Experts and users raised concerns over deepfake misuse and lack of identity control.

BMW snížilo přepracování související s kvalitou o 31 % a Foxconn zaznamenal 47% pokles poruch po zavedení prediktivní analytiky. Do roku 2024 implementovalo AI řešení 86 % výrobních závodů, oproti 26 % v roce 2022. General Motors předpovídá poruchy zařízení až tři týdny dopředu s přesností přes 85 %. AstraZeneca zkrátila dobu vývoje o polovinu díky AI modelování.

Verizon ended free Apple Arcade/Google Play perks and loyalty discounts for older unlimited plans starting September 1, sparking customer anger. Days earlier, a software error left millions of Verizon users in “SOS only” mode for hours, with over 23,000 outage reports nationwide. T-Mobile launched its “SuperMobile” business plan, combining 5G slicing, Starlink satellite coverage, and enhanced security.

Apple’s A11 Neural Engine enabled Face ID and Animoji in 2017; the A17 Pro’s 16-core NPU reached 35 TOPS in 2023. Google Pixel 8, Tesla’s HW4, and NVIDIA Drive Thor now run AI models directly on devices, with Drive Thor hitting up to 2000 TOPS. Qualcomm, MediaTek, Intel, and AMD have all launched NPUs or TPUs powering speech, photo, and translation features without cloud reliance.

In April 2024, Intel announced Hala Point, a neuromorphic system with 1,152 Loihi 2 chips, about 1.15 billion neurons, and over 20 quadrillion operations per second, deployed at Sandia National Laboratories. IBM, Intel, and University of Manchester have developed chips simulating millions to billions of neurons since 2014. NASA and the Air Force tested neuromorphic chips for space and defense in 2022–2023.

Ayar Labs announced a $155 million Series D round in December 2024, with backing from Nvidia, AMD, and Intel, pushing its valuation over $1 billion. Lightmatter raised $400 million in 2024, reaching a $4.4 billion valuation. InnoLight demonstrated a 1.6 Tb/s silicon photonic transceiver in late 2023 and plans 3.2 Tb/s modules by 2026. Intel outsourced silicon photonics transceiver production to Jabil and shipped over 8 million chips since 2016.

Nvidia jumped nearly 4% to around $180 per share on August 4, 2025, after reports of a possible Alphabet investment in Vast Data. Nasdaq rose about 2%, S&P 500 gained 1.5%. Alphabet and Meta climbed roughly 3%, Microsoft and Tesla added 2%, while Amazon slipped 1%. OpenAI raised $8.3 billion at a $300 billion valuation and now has 5 million paying business customers.

Microsoft briefly surpassed a $4 trillion market cap last week, rising 4%. Nvidia shares fell 2.3% and Alphabet dropped 1.4% Friday after tariff news. S&P 500 is up about 6% year-to-date, with 81% of reporting companies beating earnings estimates. Palo Alto Networks agreed to buy CyberArk Software for $25 billion, its largest deal to date.

Microsoft Azure revenue jumped 39% year-over-year, beating estimates by about 5 points, while total revenue rose 18%. Alphabet’s search ad revenue climbed 12% and cloud revenue 32%, but shares fell 1.9% after raising 2025 capex by $10 billion. Amazon’s Q2 sales rose 13%, AWS up 17%, but shares dropped 7%. Apple shares fell 2.5% after results; Tim Cook called AI a key priority.