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Microsoft's $4T, Meta's $72B spend, Google to sign EU AI Code of Practice

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July 31, 2025 • Estimated Reading Time: 5 minutes

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  • OpenAI has introduced a new customer service product called Intercom, powered by its GPT-4o model.

  • It’s designed to handle complex customer queries with more natural and accurate responses.

  • The tool integrates with existing platforms and aims to improve productivity and user satisfaction for support teams.

  • Microsoft reported a strong fourth-quarter earnings report, pushing its market cap near $4 trillion.

  • Growth was largely driven by AI investments, with Azure AI services seeing a significant uptick in usage.

  • The company emphasized continued focus on integrating AI across its product lines to maintain momentum.

  • Google has confirmed it will sign the EU’s voluntary AI Code of Practice, aligning with European AI regulations.

  • The code is intended to increase transparency and mitigate risks associated with AI technologies.

  • This move is seen as a proactive step before the full enforcement of the EU AI Act.

  • Meta announced plans to spend up to $72 billion on AI infrastructure in 2025.

  • The investment reflects an intensifying arms race for compute power among tech giants.

  • This massive outlay includes data centers, GPUs, and custom silicon to support its AI ambitions.

  • Mark Zuckerberg discussed Meta’s pursuit of AI superintelligence at scale, echoing competition with OpenAI.

  • He emphasized the importance of openness and infrastructure in the development of advanced AI.

  • Zuckerberg’s letter highlights Meta’s belief in responsible but aggressive AI innovation.

  • Israeli AI chipmaker Hailo is expanding operations to meet rising global demand for edge AI processing.

  • The company has secured new funding and partnerships to scale production.

  • Hailo chips are designed for autonomous systems, smart cities, and other real-time applications.

  • Zuckerberg stated that individuals without AI-powered glasses may face a technological disadvantage in the future.

  • He envisions AI glasses becoming essential tools for communication, productivity, and daily tasks.

  • Meta is heavily investing in this space through partnerships and hardware development.

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