Umělá inteligence 27 Červenec 2025 - 23 Srpen 2025

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.

Microsoft briefly surpassed a $4 trillion market cap on July 31 and will spend a record $30 billion on data centers this quarter. Azure earned $75 billion last year, and Copilot has over 100 million users. Meta shares jumped 11.3% to a record high after strong Q2 results, raising its 2025 capital spending target to $72 billion. Alphabet increased its annual investment goal to $85 billion.

Microsoft and Meta shares jumped 8% and 9% after hours, adding nearly $440 billion in market value. Microsoft’s Azure cloud revenue rose 39%, beating estimates, and Copilot reached over 100 million monthly users. Meta forecast third-quarter revenue well above consensus, citing strong demand for AI ad tools. AI giants gained about $500 billion in value during the day.

Tesla agreed with Samsung to produce next-generation AI6 chips worth $16.5 billion at Samsung’s new Texas plant, with production expected from 2027–2028. OpenAI secured up to $40 billion in funding led by SoftBank, raising its valuation to $300 billion, pending regulatory approval for a public-benefit structure. The U.S. eased some Nvidia AI chip export restrictions to China. Alibaba unveiled Quark AI glasses; shares rose 1.5% premarket.

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, focusing on AI chips and data centers. Q2 profit beat forecasts, driving cloud revenue and a 3% intraday stock jump. Tesla fell 8.2% after Elon Musk warned of tough quarters ahead. Nvidia hit a record high, surpassing $4.23 trillion in market value.