Teknologi 26 juli 2025 - 29 juli 2025

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.