News 26 juli 2025 - 9 august 2025

The global digital twin market is projected to reach $73.5 billion by 2027. In November 2024, the U.S. announced a $285 million CHIPS Act grant to establish the SMART USA institute in North Carolina for semiconductor digital twins. Orlando completed an 800-square-mile city twin in 2023, recognized by Fast Company in 2024. Siemens and NVIDIA added real-time ray-tracing to Siemens Teamcenter PLM in 2024.

Google’s Willow quantum chip solved a task in under five minutes in 2024/2025, a calculation that would take a classical supercomputer about 10^25 years. IBM operates quantum processors with over 400 qubits and plans a 1,121-qubit chip. China runs a 2,000 km quantum link between Beijing and Shanghai. Northwestern University demonstrated quantum teleportation over 30 km of fiber alongside regular internet traffic.

FDA approved the first CRISPR-based medicine, Casgevy, for sickle cell disease in December 2023. The first human CRISPR clinical trial began in China in 2016. In 2018, He Jiankui claimed to have created CRISPR-edited babies, leading to global condemnation and prison. Doudna and Charpentier received the 2020 Nobel Prize in Chemistry for CRISPR.

Microsoft’s market value topped $4 trillion after Azure revenue beat forecasts and the company announced $30 billion in AI-cloud spending this quarter. Meta shares jumped 11.3% on earnings, adding $200 billion in value. Palo Alto Networks will acquire CyberArk for $25 billion. The S&P 500 remains near record highs, up about 6% year to date, led by mega-cap tech and AI stocks.

Microsoft’s market value topped $4 trillion in early August after strong quarterly results and heavy AI investment, with shares closing up 4–5%. Nvidia briefly reached a $4.4 trillion valuation in July. Meta stock jumped 11% after forecasting higher ad revenue driven by AI. Amazon AWS missed cloud growth targets, sending shares down 7% and erasing $170 billion in value.

Microsoft Azure revenue jumped 39% year-over-year, beating estimates by about 5 points, as overall sales rose 18% on higher AI adoption. Alphabet reported 12% growth in Search ads and 32% in Cloud, raising 2025 capital spending by $10 billion. Amazon topped Q2 forecasts but shares fell 7% on guidance concerns. Apple shares dropped 2.5% after a flat quarter, while Meta stock rose 10% on strong results.

Microsoft shares rose 8% and Meta 9% after hours on July 30, adding nearly $440 billion in combined market value following strong earnings and AI growth. Meta projected Q3 revenue above consensus, while Microsoft reported Azure revenue up 39% year-over-year. Palo Alto Networks announced a $25 billion acquisition of CyberArk Software. Arm Holdings fell 8% after lowering its outlook.

Bitcoin handlet steady near $118,000, set for a fourth straight monthly gain. Altcoins dropped sharply, with XRP, SOL, and ADA down over 3% in 24 hours and Dogecoin, Avalanche, and Sui falling more than 5%. Ether traded near $3,800, little changed. Total crypto market value hovered close to $4 trillion as Bitcoin’s market share increased.

Over 80,000 BTC, inactive since 2011, were sold OTC for about $9 billion last week, facilitated by Galaxy Digital with no major on-chain movement. Bitcoin traded near $117,948 and Ethereum near $3,800 on July 28. Marathon Digital raised $950 million in convertible notes, aiming to boost its BTC holdings to 50,000. PayPal launched Pay with Crypto, letting U.S. merchants accept over 100 cryptocurrencies with instant USD conversion.

Tesla and Samsung signed a $16.5 billion contract for next-gen AI chip production at Samsung’s Texas plant. OpenAI seeks up to $40 billion in new funding led by SoftBank, targeting a $300 billion valuation. Nvidia placed orders for 300,000 H20 GPUs at TSMC after eased China export rules. Alphabet reported Q2 revenue of $96.4 billion, up 14%, with net income rising 19% on AI and cloud growth.

A Bitcoin whale sold 80,000 BTC ($9 billion) in a single transfer July 26–27, briefly pushing BTC below $115,000 before recovery; Galaxy Digital confirmed the sale was for estate planning. Ethereum rose about 50% in July as US spot ETH ETFs saw $4.6 billion in inflows. XRP hit $3.60, then dropped 14% after a Ripple co-founder moved 50 million XRP to exchanges. WOO X lost $14 million in a July 24 hack.

C3.ai shares fell 11% after CEO Thomas Siebel announced his resignation for health reasons; Siebel will remain chairman. SoundHound AI closed at $11.71 Friday, down 40% year-to-date despite 151% revenue growth in Q1. BigBear.ai stock has surged 82% in 2025, trading near $8, fueled by defense-sector AI demand and recent leadership changes.

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, mainly for AI chips and data centers, after beating Q2 profit forecasts and posting higher cloud revenue. Nvidia shares rose 1.7% to $174, with market value at $4.23 trillion. Intel cut 15% of staff and paused new factories despite Q2 sales of $12.9 billion. S&P 500 closed at 6,363 and Nasdaq hit records on July 24.

An anonymous trader placed a $23.7 million options bet that Bitcoin will reach $200,000 by year-end, buying 3,500 December calls at $140,000 and selling 3,500 at $200,000. Bitcoin hit a record $123,000 on July 14 and has since traded between $116,000 and $120,000. Open interest on Deribit neared record highs as institutions increased options activity.